Beneficiary Retiree Services (BRS) Associate

Star One Credit Union; Sunnyvale (CA); On-site; USD 57,000 - 81,000; Full time

Benefits offered by this job

401(k) Plan, Match, and Profit Sharing

Annual Wellness Benefit

Education Assistance

Employee Loan Discounts

LinkedIn Learning

Medical, Dental, and Vision (Effective

date of hire) }

Paid Holidays

Paid Time Off Program

Staff Incentive Variable Pay (Bonus)

Job summary

Star One Credit Union in Sunnyvale, CA, is seeking a Beneficiary Retiree Services (BRS) Associate. Responsibilities include opening/closing IRA, ESA and regular accounts, renewing certificates of deposit, and assisting members with account questions.

The role emphasizes serving surviving family members and at-risk members, with a focus on empathy, accuracy, and compliance with policies. Two years in financial services and a Bachelor’s degree are required.

Qualifications

• Minimum two (2) years of current and relevant experience in a financial institution.
• Experience with new accounts, account maintenance, and related regulations/functions.
• Bachelor’s degree in Business Administration, Accounting, Finance, or equivalent level of education and experience.

Responsibilities

• Open and close IRA, ESA, and regular accounts; renew CDs and assist members with account questions.
• Monitor and manage assigned BRS case files; support at-risk member accounts and elder financial abuse concerns.
• Provide guidance on Credit Union products and services to members and staff; perform other duties as needed.
• Serve as a back-up for Account Services as needed.

Skills

Customer service

Communication

Interpersonal skills

Organization

Problem solving

Microsoft Office

Education

Bachelor's degree

Tools

Microsoft Office

Job description

EXCELLENT PAY AND BENEFITS!
Be a part of one of the most successful financial institutions in the country!!

EXCELLENT PAY AND BENEFITS!Be a part of one of the most successful financial institutions in the country!!
Star One Credit Union is one of Silicon Valley's largest, member-owned financial institutions. Star One offers financial services to more than 129,000 members worldwide. With assets over $9 billion, Star One is ranked 19th in total assets among over 4,900 credit unions nationally. For ten years in a row, Star One has been ranked #1 by America's Credit Unions for providing the highest direct financial benefit to the members we serve.
We offer AMAZING BENEFITS that help keep our employees healthy and shining bright!!!

• 401(k) Plan, Match, and Profit Sharing
• Annual Wellness Benefit
• Education Assistance
• Employee Loan Discounts
• LinkedIn Learning
• Medical, Dental, and Vision (Effective date of hire)
• Paid Holidays
• Paid Time Off Program
• Staff Incentive Variable Pay (Bonus)

Job Title:

Beneficiary Retiree Services (BRS) Associate

Responsible for delivering a wide range of support services to members, surviving families and beneficiaries of deceased members, and at‑risk members.

Hours:

Monday to Friday 8:30 a.m. to 5:15 p.m. Occasional late shift on Friday from 9:30 a.m. to 6:00 p.m. and Saturdays, 7:30 a.m. to 4:00 p.m. as needed.

Salary Range: $57,400 - $80,500 per year, which is base pay.

Compensation Will Be Based On Candidate Qualifications.

Job Scope/Duties

• This role involves opening and closing IRA, ESA, and regular accounts, renewing certificates of deposit, assisting members with account-related questions and issues, and performing various basic account maintenance tasks and transactions in compliance with established Credit Union and Account Services policies, procedures, and standards.
• The Associate manages and monitors assigned BRS case files, oversees at‑risk member accounts, identifies and assists potential victims of elder financial abuse, and completes reports related to such cases.
• Providing support and guidance to both members and staff regarding Credit Union products and services and performs other functions as required.
• The Associate also serves as a functional back‑up for Account Services (AS).

Experience/Minimum Education Requirements

• Requires a minimum of two (2) years of current and relevant experience in a financial institution.
• Relevant experience working with new accounts, account maintenance, and related regulations and functions
• Bachelor’s degree in Business Administration, Accounting, Finance, or the equivalent level of education and experience.

Knowledge/Skills/Abilities

• Familiarity with credit union products and services, including deposit accounts, Certificates, IRAs, and ESAs. Working knowledge of account opening, maintenance, and closure processes, as well as applicable policies, procedures, and regulations.
• Strong customer service, communication, and interpersonal skills with the ability to assist members, beneficiaries, and surviving family members with empathy and professionalism.
• Ability to manage multiple case files, maintain accurate records, and identify potential elder financial abuse concerns.
• Must possess strong organizational, problem‑solving, and computer skills, including proficiency in Microsoft Office.
• Ability to work independently and as part of a team, maintain confidentiality, prioritize competing tasks, and perform accurately in a fast‑paced environment.

MUST HAVE GOOD CREDIT.

We are a proud Equal Opportunity/AAP Employer M/F/Vet/Disabled