Arrowhead Credit Union ยท 1 day ago
Account Administration Specialist (Account Operations) - Scottsdale, AZ
Scottsdale, Arizona, United States
Full-time
Onsite
New Grad, Entry Level
$25.97/hr - $25.97/hrArrowhead Credit Union is expanding to Scottsdale, Arizona, and is looking for Service Superstars to join their team. The Account Administration Specialist will perform various complex tasks related to member accounts, assisting branches and internal departments with clerical and administrative support.
Financial Services
Responsibilities
Excellent communication skills, patience, and ability to clearly explain account maintenance concepts to members and team members
Ability to meet and promote team goals; exemplifies innovative problem solving, and maintains a positive working environment with all Arrowhead Credit Union (ACU) team members
Embraces new ideas, systems, and processes with a positive mindset
Assists with the resolution of credit union product and account maintenance inquires or requests
Serves as a department representative, answering incoming internal and external phone calls
Accurately opens new membership or fiduciary accounts
Process new account openings, closures, and updates to existing accounts
Ensure proper documentation for account changes including ownership, beneficiaries, and account types
Maintain accurate and up-to-date member records in the core system
Ensure fiduciary account processing and maintenance meets Stare and Federal regulatory and compliance standards
Reviews and processes all incoming and outgoing Individual Retirement Account (IRA) requests
Performs IRA file maintenance
Validates and corrects Internal Revenue Service (IRS) tax forms 1099-INT, 1099-R, 5498, and other tax forms
Reviews and processes W-9, W-8 forms received from the members or other departments
Reviews and processes subpoenas, summons, search warrants, and levies within given authority
Communicates with legal or compliance agencies as required to fulfill requests
Accurately performs Medallion Signature Guarantees
Assists department management in reviewing and updating Arrowhead Credit Union as appropriate for accurate account maintenance and establishment
Provides feedback on department policies and processes to improve efficiency and service outcomes
Identify and escalate discrepancies or issues to the Account Administration department leadership
Qualification
Required
Excellent communication skills, patience, and ability to clearly explain account maintenance concepts to members and team members
Ability to meet and promote team goals; exemplifies innovative problem solving, and maintains a positive working environment with all Arrowhead Credit Union (ACU) team members
Embraces new ideas, systems, and processes with a positive mindset
Assists with the resolution of credit union product and account maintenance inquiries or requests
Serves as a department representative, answering incoming internal and external phone calls
Accurately opens new membership or fiduciary accounts
Process new account openings, closures, and updates to existing accounts
Ensure proper documentation for account changes including ownership, beneficiaries, and account types
Maintain accurate and up-to-date member records in the core system
Ensure fiduciary account processing and maintenance meets State and Federal regulatory and compliance standards
Reviews and processes all incoming and outgoing Individual Retirement Account (IRA) requests
Performs IRA file maintenance
Validates and corrects Internal Revenue Service (IRS) tax forms 1099-INT, 1099-R, 5498, and other tax forms
Reviews and processes W-9, W-8 forms received from the members or other departments
Reviews and processes subpoenas, summons, search warrants, and levies within given authority
Communicates with legal or compliance agencies as required to fulfill requests
Accurately performs Medallion Signature Guarantees
Assists department management in reviewing and updating Arrowhead Credit Union as appropriate for accurate account maintenance and establishment
Provides feedback on department policies and processes to improve efficiency and service outcomes
Identify and escalate discrepancies or issues to the Account Administration department leadership
Benefits
Weekly pay
401K Retirement Savings Plan with company match
Paid time off accrual begins upon hire, 15 paid vacation days, 11 paid holidays
Paid sick leave
Company-provided life insurance at twice your annual salary
Financial Education Programs
DoorDash DashPass
Medical, Dental, and Vision Insurance for part-time and full-time employees
Modern Health
Care.com subscription
Teladoc
Career development opportunities
Team members are eligible to apply for assistance with educational expenses through ArrowHeart's scholarship program
Company
Arrowhead Credit Union
This Credit Union is federally-insured by the National Credit Union Administration.
Founded in 1949
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Robert Martinez
Executive Vice President/Chief Operating Officer
Recent News
Company data provided by crunchbase