Account Operations Associate 2

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! Summary of Role:   This role will provide a high level of support to both members and internal staff as it relates to the daily operations of account operation functions, which include but are not limited to: retirement services (IRAs), online account opening, restraining orders, tax levies and record retention, while adhering to all regulatory, compliance, departmental and credit union rules, regulations, and policies. Additionally, as needed, the Account Operations Associate will support the other business units within Operations to ensure a high level of member service is achieved and maintained.    Essential Job Functions/Responsibilities: Process request for Verification of Deposit adhering to established turnaround timeframes  Perform various mail processing functions as assigned  Perform onsite record retention and destruction, in accordance with departmental guidelines, procedures and policies  Compile and maintain departmental daily/monthly statistical reporting data in accordance with stated deadlines  Sort and date stamp department mail in accordance with the established staff rotation schedule  Return mail processing  Review assigned service request categories daily and respond/resolve in accordance with established time frames and member service standards  Review all assigned reconciliations daily and maintain all supporting documentation for outstanding items and/or problem items on the reconciliation  Research outstanding reconciliation items and follow up with appropriate areas to clear items in accordance with established timeframes. (No aging items over 30 days)  Adhere to all internal and external member service standards, providing effective member service to both internal and external customers  Perform various IRA/HSA functions as assigned  Handle account maintenance items related to Campus Connect, Smart Sense accounts  Open and close member accounts, IRA accounts in accordance with member instructions, department procedure and applicable regulations  Mail member certificate maturity notification and processes member certificate renewal instructions in accordance with policies and department procedures  Process all IRA transaction corrections to the member accounts and to IRS in accordance with department procedures and IRS regulations  Maintain credit union IRA/ HSA member files ensuring timely filing of all transaction Documentation  Ensure proper IRA paperwork is received in-house prior to the settlement of any deceased members IRA  Collaborates with colleagues to ensure effective and efficient completion of tasks and duties without an impact to Account Operations  Provide and embrace ideas and suggestions for continuous improvement for Credit Union  Strong understanding of DNA new account opening process for New Members / Existing Members  Process new…