Support Services Representative

Job Description

Job Description

Role : Assist with the Support Services Manager with administrative tasks for support of daily branch operations. Support the financial service needs of each member so they are promptly, accurately and courteously fulfilled

Essential Functions & Responsibilities :

• Daily Processing of online wire queue. Daily processing of Ascensus IRA queue. Provide telephone support to branches for complex issues such as IRA handling. Daily handling of foreign member accounts to include addressing complex issues and W8-BEN processing. Daily processing of CPI Customer Portal
• Support Investment team with 401(k) rollovers and opening of IRA accounts. Process SSI form 4641 and other requests related to the Social Security Administration. Review reports from the core system, governmental agencies and other sources to verify accuracy of data and compliance with all regulations.
• Monthly processing and reporting of IRA disbursements. Assist in the annual enchantment process.

Performance Measurements :

1. Knowledgeable in all areas of branch and lending operations and remaining current on all credit union products and services.

2. Ensure branches have an adequate supply of all needed operating materials used by branch employees.

3. Accept individual accountability and responsibility for success of FSCU which includes meeting assigned goals / projects.

4. Respond to member issues and resolve to the benefit of the member and credit union

Knowledge and Skills :

Experience One year to three years of similar or related experience.

Education A high school education or GE

Interpersonal Skills Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and / or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.

Other Skills Must have in-depth understanding of and ability to interpret regulations affecting deposit programs within the Credit Union. Excellent written and verbal communication skills. Ability to maintain a high level of confidentiality at all times. Ability to handle multiple projects simultaneously and work with limited supervision. Must be proficient in Microsoft Office products. Must have a proactive attitude toward members, supervisors, co-workers and the credit union.