Account Specialist

Mission Investment Fund of the ELCA; Chicago (IL); On-site; USD 45,000 - 60,000; Full time

Job summary

The Mission Investment Fund of the ELCA is seeking an Account Specialist to assist with account opening and maintenance, manage online services, and provide premium customer service to ELCA ministries and investors.

Responsibilities include handling deposits, debit cards, title investments, and trust paperwork, plus monitoring for fraud and staying compliant with banking regulations. Travel as needed and support cross-functional roles.

Qualifications

• Bachelor's degree or combination of experience and education preferred.
• 3-5 years experience in a depository institution or equivalent with retirement accounts.
• 3-5 years Call Center experience required, banking or Credit Union preferred.
• Strong knowledge of state and federal banking compliance regulations and policies.
• Able to handle complex problems involving multiple factors and variables.
• Excellent verbal and written communication and strong customer service.
• Adapt quickly to computer programs and Microsoft Office Suite.

Responsibilities

• Provide superior customer service via Call Center and Account Relations teams; handle inquiries and cross-sell.
• Assist customers with account opening and account entitlement.
• Manage online services: enrollments, secure email, and online account monitoring.
• Perform account servicing: order debit cards, trust paperwork, title investments, signers changes.
• Close and pay out deceased investor accounts and communicate with attorneys as needed.
• Monitor accounts for fraud and stay updated on MIF products and compliance.
• Support Lending Specialist and IRA Specialist roles as needed.
• Stay informed on state and federal banking regulations affecting openings.

Skills

Customer service excellence

Verbal & written communication

Microsoft Office Suite proficiency

Problem-solving abilities

Interpersonal skills

Adaptability to computer programs

Education

Bachelor's degree or combination of experience and education

Job description

The Mission Investment Fund's primary purpose is to support the establishment and growth of ELCA congregations, synods, and affiliated ministries. This is accomplished by providing loans, income producing investment opportunities and consultative services via the various products offered by the Mission Investment Fund.

Job Purpose

The Account Specialist position will assist customers with account opening and account maintenance; manage online services; and assist with other MIF features and services/account maintenance through quality customer service. Provide excellent customer service to all ministries of the ELCA and our member investors.

Job Responsibilities

• 1. Through both the MIF Call Center and Account Relations teams as assigned, provide superior customer service to existing and prospective customers, responding to general and product inquiries, resolving customer issues, assisting customers with electronic services, and identifying cross-selling opportunities for MIF products/services.
• 2. Assist customers with account opening and account retitlement.
• 3. Manage online services which includes approval of bill pay enrollment, monitoring secured email, monitoring online account opening and monitoring customer service email.
• 4. Perform account servicing functions, including: Order debit cards and mail-in check orders, Receive and manage Trust and Estate paperwork and Title investments, Handle changes of signers. Maintain specialized customer accounts (e.g. retirement savings, MIF4Kidz).
• 5. Close and pay out deceased investor accounts to beneficiaries. This involves handling more complex situations which includes responsibility for direct communication with attorneys.
• 6. Monitor accounts for fraud.
• 7. Stay abreast of MIF products and services, as well as state compliance for account openings.
• 8. Other duties as assigned, including but not limited to providing backup for Lending Specialist and IRA Specialist positions.

Travel.

Able to travel by plane and car as needed.

Physical Effort.

While performing the duties of this job, the employee is regularly required to talk and hear, use hands and fingers to operate a computer and telephone. This position requires sitting for long periods of time. Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions.

Experience and Skills:

• 1. Bachelor's degree preferred or a combination of experience and education
• 2. 3-5 years of experience in a depository institution or equivalent experience, including dealing with retirement accounts.
• 3. 3-5 years of Call Center experience required, preferably in banking or Credit Union environment.
• 4. Strong knowledge of related state and federal banking compliance regulations and operational policies, preferred.
• 5. Comfortable handling difficult problems involving multiple facets and variables.
• 6. Strong customer service and interpersonal skills, as well as excellent verbal and written communication skills.
• 7. Able to adapt quickly to computer programs and advanced knowledge of Microsoft Office Suite