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Offer: Member Support Services Rep I:Job description:
Member Support Services Rep IOverviewHudson Valley Credit Union is currently recruiting for the position of Member Support Services Rep I. Primary Function: perform a variety of administrative operational tasks and serve as a resource specialist by responding to internal and external member service requests. Responsibilities require a moderate volume of phone communication and interactions with third party vendors and government agency personnel. everyday operations can include processing new accounts, reviewing custom reports, conducting maintenance on existing accounts, problem resolution, death claims, processing garnishments, levies and third party confirmations, GL reconciliation, check and savings bond adjustments, Abandoned Property and backup withholding interest reporting, etc. Responsibilities » Process new accounts and work custom reports to conduct account maintenance for share accounts, term certificate accounts, Individual Retirement Accounts (IRA), Health Savings Accounts (HSA), Fiduciary accounts, etc. » Respond to internal/external member inquiries/services requests received by phone/mail/fax using available systems, resource documents and third party vendors. » Process death claims by communicating with the designated contact person, reviewing the received documentation, researching the member account relationship, processing insurance claims, placing holds on accounts and distributing funds, as applicable. » Respond to court restraints/levies/subpoenas by reviewing legal documentation, researching member account relationship, completing/mailing required documents, placing system holds/restraints, monitoring accounts, distributing funds to adhere with Credit Union procedure and legal requirements, updating Excel tracking reports. Moderate communication with attorneys, federal/state/court personnel and employee may be required to appear in court. » Process Individual Retirement Account required minimum distribution (RMD) and necessary corrections. Employee is responsible for communicating with members, calculating RMD, updating system with election and ensuring distribution. » Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained expertise. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional tasks and special projects as assigned. » Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism. » Responsible for regular and predictable attendance including punctuality. Qualifications » High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required » Minimum 1 Year Data entry or clerical practice practice required Why choose HVCU? HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and practices. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+. Employee Perks: » HVCU University & Academy; Professional Development Training » Student Loan Repayment & Tuition Reimbursement Programs » Medical, Dental, and Vision coverage (coverage starting as low as $20 per month) » 401(k) with employer match and non-elective employer contribution » Paid time off (PTO), holidays, and community volunteer time » Life, Short-Term, and Long-Term Discapability Insurance » Discounted Loan Rates & Fees Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, discapability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law. » High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required » Minimum 1 Year Data entry or clerical practice practice required Why choose HVCU? HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and practices. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+. Employee Perks: » HVCU University & Academy; Professional Development Training » Student Loan Repayment & Tuition Reimbursement Programs » Medical, Dental, and Vision coverage (coverage starting as low as $20 per month) » 401(k) with employer match and non-elective employer contribution » Paid time off (PTO), holidays, and community volunteer time » Life, Short-Term, and Long-Term Discapability Insurance » Discounted Loan Rates & Fees Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, discapability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law. » Process new accounts and work custom reports to conduct account maintenance for share accounts, term certificate accounts, Individual Retirement Accounts (IRA), Health Savings Accounts (HSA), Fiduciary accounts, etc. » Respond to internal/external member inquiries/services requests received by phone/mail/fax using available systems, resource documents and third party vendors. » Process death claims by communicating with the designated contact person, reviewing the received documentation, researching the member account relationship, processing insurance claims, placing holds on accounts and distributing funds, as applicable. » Respond to court restraints/levies/subpoenas by reviewing legal documentation, researching member account relationship, completing/mailing required documents, placing system holds/restraints, monitoring accounts, distributing funds to adhere with Credit Union procedure and legal requirements, updating Excel tracking reports. Moderate communication with attorneys, federal/state/court personnel and employee may be required to appear in court. » Process Individual Retirement Account required minimum distribution (RMD) and necessary corrections. Employee is responsible for communicating with members, calculating RMD, updating system with election and ensuring distribution. » Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained expertise. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional tasks and special projects as assigned. » Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism. » Responsible for regular and predictable attendance including punctuality. Skills:
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