Account Operations Associate 2

Broadview Federal Credit Union; City of Albany (NY); On-site; USD 43,000 - 52,000; Full time

Benefits offered by this job

Competitive benefits

Job summary

Broadview FCU in New York is seeking an Account Operations Associate to support daily operations, including retirement services, online account opening, and record retention, while upholding compliance and member service standards.

The role involves processing IRA/HSA tasks, handling account openings, and maintaining accurate documentation. A strong Excel background and ability to work under regulatory timing are essential.

Qualifications

• Associates degree preferred or 1–2 years in related role.
• Ability to work under regulatory requirements and deadlines.
• Strong organizational and time management skills.
• Proficiency with Microsoft Excel for reports and data.
• Experience with reconciliations is helpful.

Responsibilities

• Process Verifications of Deposit within established turnaround times.
• Perform mail processing and onsite record retention tasks.
• Maintain daily/monthly departmental reporting data and deadlines.
• Review service request categories and respond within timeframes.
• Reconcile items daily and maintain supporting documentation.

Skills

Microsoft Excel

Customer service

Time management

Decision making under pressure

Bilingual

Strong communication

Education

Associate degree preferred

Tools

Meridian Link

SalesForce

Job description

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 online membership applications and additional share applications via Meridian Link, utilization of SalesForce for member onboarding.
• Opens all New Accounts by mail, adhering to account opening process and enhances due Diligence
• Opens all New Organization and Specialty accounts.
• Enhanced due diligence during account opening to include review of all documentation for Organization and Specialty accounts

Minimum Job Qualifications

• Associates degree is preferred, or minimum of 1 to 2 years of experience in the level 1 position or equivalent experience in a related field.
• Ability to work in a dynamic, high monetary risk operations governed by established deadlines and regulatory requirements
• Ability to make effective decisions under pressure in a high monetary risk environment
• Sound organizational and time management skills
• Experience reviewing proposals and business cases, drawing logical conclusions from analysis
• High level of technology proficiency
• Experience working with reconciliations helpful
• Strong working knowledge of Microsoft Excel, particularly in creating and manipulating spreadsheets and creating reports from spreadsheets

Starting Compensation: $20.68-$24.82hr., plus a competitive benefits package

Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other status protected by applicable law.

Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs.

If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at [e-mail]

At Broadview FCU, your career is so much more than a job. Grow personally and professionally with access to opportunities to apply your strengths and unleash your potential. Broadview's success is propelled by every employee. As we work together to serve members and our communities, our collective talents produce superior financial solutions and exceptional service that are uniquely Broadview FCU.