Deposit Services Representative (Back-Office Operations)

UTILITIES EMPLOYEES CREDIT UNION

IRA SUPPORT REPRESENTATIVE - HOURS : 8AM - 5PM M-F FULL TIME ON-SITE

Position Summary

This position is accountable for establishing IRA accounts and related transactions, handling member contact, and performing daily clerical tasks required to ensure efficient service to Credit Union deposit account members. This individual works closely with Wealth Management staff for IRA-related accounts.

Skills / Duties / Education

Required skills for the position include excellent verbal and written communication, strong attention to detail, analytical and problem-solving abilities, and proficiency in Microsoft Office. The essential duties involve establishing and managing IRA and HSA accounts, processing related transactions, responding to member inquiries, maintaining regulatory knowledge, and ensuring compliance with relevant laws such as the Bank Secrecy Act and USA PATRIOT Act. The candidate should have a high school diploma, preferably with business and computer courses, and at least three years of experience in a financial institution's new account or deposit operations, with IRA account experience preferred.