What are the responsibilities and job description for the Account Services Specialist (PT 24 hours) position at America's Credit Union?
Job Details
Account Services Specialist
Are you detail-oriented and passionate about providing exceptional service? We are looking for an Account Services Specialist to join our dynamic team. This position requires high accuracy in ensuring prompt resolutions and will report directly to the Account Services Manager.
The Hours:
Monday - Friday: Flexible hours 9:00am - 5:30pm
The pay range:
$23.97 - $28.40 per hour
Our compensation structure is designed to accommodate candidates with diverse levels of expertise and experience, offering opportunities for growth over time.
What You'll Do:
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Process legal documents like garnishments, levies, subpoenas, estate affidavits, and powers of attorney
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Manage specialty account types (Guardianship, Estate, Trust, Rep Payee), ensuring proper documentation and coordination
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Oversee branch cash orders and clearing account discrepancies for accuracy and timeliness
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Review and approve branch incentives and assist with policy updates
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Maintain ACU’s IRA program, including transactions, recordkeeping, death claims, RMDs, tax reporting, and staff training
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Handle IRS mismatch issues and W-9 updates; apply backup withholding if needed
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Assist with member death payouts and process deceased IRA accounts
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Manage dormant and escheated accounts per requirements
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Review daily financial reports and process corrections/recasts as needed
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Provide member support, ensure quality service standards, and encourage department collaboration
What We Offer:
- Generous PTO (Paid Time Off)
- 11 Paid holidays
- Paid bereavement leave
- Paid jury duty leave
- Training and advancement opportunities
- 401k with match up to 6%
- Mortgage discounts
- Paid volunteering at ACU sponsored events
- Bonus opportunities
- Company paid long term disability and life insurance
- Full medical, vision and dental benefits
- Annual employee event for all staff and their families
- Employee Assistant Program (EAP)
- And more!
What You'll Bring:
- High School diploma or GED equivalent
- Minimum of two years of experience working at a financial institution
- IRA University Certified IRA Specialist I
- One year of working with IRAs including Traditional, Roth, HSAs, ESAs, and knowledge of tax reporting
- Preferred knowledge of Decease Payouts
- Proven attention to detail with the ability to keep records
- Strong problem-solving skills
- Strong organization and record keeping skill
Join Our Crew:
We value dedication, precision, and a commitment to excellence. If you are looking for a role where you can make a significant impact and grow within a supportive environment, apply today!
As an Equal Opportunity Employer, we hire and retain the best-qualified people without regard to marital status, race, religion, color, national origin, disability, age, or any other characteristic protected by law.
Salary : $24 - $28
