Fiduciary Accounts Representative

Are you ready to make the most of your talents and abilities, while helping others make the most of their finances?

Apply to join Team CEFCU!

CEFCU member service team members are critical to the success of the credit union. They provide a professional, knowledgeable, and caring experience when members contact us. We are looking for individuals who are personable, articulate, and positive to add to our already awesome team!

Opens and administers fiduciary accounts, including Representative Payee accounts, Uniform Transfer to Minor accounts (UTMAs), Guardian accounts, and Formal Trust accounts. Receives, reviews, and approves Power of Attorney (POA) paperwork. Reviews and processes subpoenas, tax levies, and third-party citations to discover assets and non-wage garnishments as needed.

Provides the highest quality member experience, for both internal and external members.

Hours:

Monday - Friday: 8:00 a.m - 4:30 p.m.Required: • High school diploma or equivalent. • 2-4 years of experience in servicing financial institution accounts • Proficiency in applicable software (Excel, Outlook, and Word). • Excellent verbal/written communication skills (handling upset members, communicating with attorney, etc.). • Time management and organizational skills. • Strong analytical and problem-solving skills. • Strong knowledge of CEFCU Mainframe application (CTI, MIF/AIF), online document storage (OnBase), and statement and check archive (VSoft). • Understanding of CEFCU By-Laws and Deposit Account Agreement. • Knowledge of CEFCU policies, procedures, products and services. • Acquire and maintain a thorough understanding of federal and state regulations governing fiduciary accounts, and proven awareness of red flags of suspicious activity and Elder Financial Exploitation. • Proven judgment and decision-making ability. • Well-organized, efficient, detail-oriented, able to work to work independently. • Effective interpersonal skills. • Ability/willingness to actively participate in helping achieve office/department objectives. Preferred: • Business Law and Business Communication courses. • Experience/courses in legal language comprehension. • Understanding of CEFCU Online journaling system.

Summary Pay Range

The anticipated starting pay range for this position is $18.56 - $21.81.

The pay range listed represents the anticipated starting range for a successful candidate. Final compensation will be based on factors such as experience, skills, and qualifications.

Please note that salary is only one component of total compensation at CEFCU.

 

Benefits

Financial

Merit-based raises

Health and Welfare

Generous paid time off (Holiday, Personal or Sick Time, Vacation)

Comprehensive Medical, Dental, and Vision coverage (PPO, HDHP)
Flexible Spending Plan (Medical Reimbursement Account and Dependent Care Reimbursement Account)

Health Savings Account

Voluntary Benefits (Accident Plan, Critical Illness Plan, Hospital Indemnity Plan, Identity Theft & Fraud Protection Plan, Legal Plan)

Life Insurance

Accidental Death & Dismemberment Insurance

Disability Benefits

Defined Benefit Plan – Pension 

Defined Contribution Plan – 401K

Additional Benefits

Employee Assistance Program

Tuition reimbursement

Career growth through internal job postings

Management Development Program: formal mentoring and training

Opportunities to help improve and build the CEFCU of tomorrow through process teams

Opportunities to personally contribute to corporate financial literacy and community initiatives

Casual days to support local charities

Employee discounts on entertainment, cell phone plans, theme park tickets, and more

On-site fitness center, fitness classes, and wellness program

It is CEFCU’s policy and intent to provide equal opportunity to all persons without regard to race, color, religion, political affiliation, sex/gender (including gender expression/identity, pregnancy, childbirth and related medical conditions), marital status, registered domestic partner status, sexual orientation, age, ancestry, national origin, veteran status, disability, medical condition, genetic characteristics, and/or any other basis protected by law. This policy covers all facets of employment including, but not limited to: recruitment, selection, placement, promotions, transfers, demotions, terminations, training, and compensation.