Beneficiary & Retiree Services Associate

Star One; Chicago (IL); On-site; USD 57,000 - 81,000; Full time

Benefits offered by this job

401(k) Plan

Education Assistance

Employee Loan Discounts

Medical/Dental/Vision

Paid Holidays

Paid Time Off

Staff Bonus

Job summary

Star One Credit Union seeks a Beneficiary Retiree Services (BRS) Associate to deliver member support for survivors, beneficiaries, and at-risk members, including handling IRA/ESA accounts, CDs, and routine maintenance. This role emphasizes empathy, compliance with Credit Union policies, and collaboration with Account Services.

A minimum of 2 years in a financial institution and a BA/BS in business, accounting, or finance are required.

Qualifications

• Two or more years in a financial institution with new accounts, maintenance, and related regulations.
• Bachelor’s degree in Business Administration, Accounting, or Finance or equivalent experience.

Responsibilities

• Open and close IRA, ESA, and regular accounts, renew CDs, and assist members with account questions.
• Monitor assigned BRS case files and oversee at-risk member accounts; report elder financial abuse.
• Provide guidance on Credit Union products and services; back-up for Account Services.

Skills

Customer service

Communication

Interpersonal skills

Case management

Organizational skills

Problem solving

Microsoft Office

Teamwork

Education

Bachelor’s degree in Business Administration, Accounting, Finance

Tools

Microsoft Office

Job description

Star One Credit Union seeks a Beneficiary Retiree Services (BRS) Associate to deliver member support for survivors, beneficiaries, and at-risk members, including handling IRA/ESA accounts, CDs, and routine maintenance. This role emphasizes empathy, compliance with Credit Union policies, and collaboration with Account Services.

A minimum of 2 years in a financial institution and a BA/BS in business, accounting, or finance are required.