State Department Federal Credit Union fosters an organizational culture based on teamwork, recognition and personal development. Headquartered in Alexandria, Virginia with assets exceeding $1 billion dollars, the opportunities for growth abound.
We take pride in providing our employees with opportunities to grow and be challenged through a variety of internal training and workshops. Our employees are in turn rewarded with the recognition they deserve and the opportunity to advance. Join our team and benefit from competitive salaries, outstanding benefits including Health, Dental, & Vision Plans the first day after 30 days of employment, matched 401K plan including 3% contribution by SDFCU, an Education Reimbursement Program and a monetary compensation for travel.
We are currently seeking a dynamic professional to fill our Branch Services Representative position. This role is responsible to perform all tasks associated with the credit union's IRA portfolio; share certificate products, foreign collection item processing, and provide back-up support for all tasks associated with eZforex foreign currency program. This position requires excellent time management skills and attention to detail. Some duties include but are not limited to: opening new IRA's, closing existing IRA accounts, posting deposits, processes distributions, ensures timely issuance of RMD notices and tax forms (1099R's and 5498's) by IRS deadlines; maintains IRA Mandatory Distribution information and processes issuance of RMD's as necessary. A variety of additional duties to include but are not limited to, share certificates, eZforex foreign currency program, processing credit life and disability claims, processing GAP claims and Extended Warranty cancellations, responding to third party account verification requests, overseeing our Power of Attorney, Custodian account, Capital Club account and Quikpost programs.
The ideal candidate will be required to become a Certified IRA Professional by completing course designed by Acensus Retirement Services within two years of hire date and maintain certification on a regular basis.
One to two years of similar or related experience.
A high school education or GED.
Excellent organizational and time management skills
Demonstrated resourcefulness and problem-solving skills
Attention to detail
Ability to communicate effectively, both orally and in writing, with attention to grammar and composition
Ability to work accurately with numbers
Ability to work independently and regularly meet deadlines with minimum supervision
Ability to appropriately prioritize work in order received or in order of importance
A significant level of trust and diplomacy is required, in addition to normal courtesy and tact.
Work involves extensive personal contact with others and/or can be of a personal or sensitive nature. Work may involve motivating or influencing others.
Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary.
Good listening and telephone skills; able to operate a 10-key calculator, typewriter, and computer keyboard; able to make decisions with minimum information.
State Department Federal Credit Union - 2 years ago