Deposit Products Specialist

ADP, Inc.; Chantilly (VA); Presencial; USD 39.000 - 49.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Voluntary Life Insurance

Flexible Spending Accounts

12 Paid Holidays (includes Birthday)

Generous Paid Time Off (PTO)

Medical / Dental / Vision Insurance

Annual Corporate Bonus

Retirement Savings Plans with 6% match

Company-Paid Basic Life & Disability

Financial Wellness

Descripción de la vacante

Justice Federal Credit Union in Chantilly, VA is seeking a Deposit Products Specialist to serve as a dedicated liaison for IRA administration and the credit union’s check order processes. The role focuses on delivering excellent member service, identifying needs, and cross-selling products and services while ensuring accurate IRA transactions and timely notices.

The position includes applying strong attention to detail, processing transfers and distributions, and reviewing processes to drive

Formación

• Three to five years of similar or related experience.
• A two year college degree, or completion of a specialized certification or licensing, or completion of specialized training courses conducted by vendors, or job-specific skills acquired through an apprenticeship program.
• Must be able to push, pull, or lift up to 50 lbs., as needed, and requires extended periods of sitting and/or standing and to be able to use PC, copier, scanner, fax, etc.

Responsabilidades

• Serves as the liaison for IRA Administration and the credit union’s check order processor.
• Provides excellent Member Service to prospective and current credit union Members; and engages in proactive consultative conversations to identify Member needs and cross sell products and services.
• Processes IRA transactions, transfers, distributions, RMD disbursements, and Member notices accurately and in a timely fashion.
• Reviews existing departmental processes and makes recommendations to enhance efficiency and Member service.

Conocimientos

Member service

Attention to detail

IRA administration

Cross-sell

Educación

Two-year college degree

Certification or licensing/training

Descripción del empleo

Deposit Products Specialist

Chantilly, VA, US

2 days ago Requisition ID: 1379

Salary Range: $28.62 To $35.77 Hourly

Justice Federal Credit Union is seeking a Member drivencandidate with high level to detail for the position ofDeposit ProductsSpecialist.

This role ensures product compliance with all credit union the secure policies/procedures and conducts daily quality reviews of system reporting and analysis for these products. The Deposit Products Specialist is responsible for administering deceased, dormant, Power of Attorney and escheated Member accounts while ensuring regulatory compliance and providing excellent Member service.

Justice Federal has been recognized as a Best Credit Union to Work For five consecutive years and has also been named among the Best Places to Work for Women, America's Best Workplaces, and Virginia's Best Places to Work

Key Job Functions:

• Serves as the liaison for IRA Administration and the credit union’s check order processor.
• Provides excellent Member Service to prospective and current credit union Members; and engages in proactive consultative conversations to identify Member needs and cross sell products and services.
• Processes IRA transactions, transfers, distributions, RMD disbursements, and Member notices accurately and in a timely fashion.
• Reviews existing departmental processes and makes recommendations to enhance efficiency and Member service.

Required Skills and Experience:

• Three to five years of similar or related experience.
• A two year college degree, or completion of a specialized certification or licensing, or completion of specialized training courses conducted by vendors, or job-specific skills acquired through an apprenticeship program.
• Must be able to push, pull, or lift up to 50 lbs., as needed, and requires extended periods of sitting and/or standing and to be able to use PC, copier, scanner, fax, etc.

Employee Benefits Include:

• Voluntary Life Insurance
• Flexible Spending Accounts
• 12 Paid Holidays (includes Birthday)
• Generous Paid Time Off Policy (PTO)
• Medical (with HRA) / Dental / Vision Insurance
• Annual Corporate Bonus (based on organizational goals)
• Retirement Savings Plans with 6% Employer Match (fully vested on day one)
• Company-Paid Benefits Including Basic Life Insurance, Disability Insurance, and Financial Wellness
• And more!

Justice Federal does not provide Visa sponsorship to employees or candidates.

Compensation ranges are based on market data that enables Justice Federal Credit Union to remain competitive with other credit unions of similar asset size.

Submitted applications for this position are kept on file while this position is open. Candidates wishing to be considered for other vacancies must submit a separate application for each vacancy for which they would like to be considered.

Employment offers are extended within the compensation range of the position; and are commensurate with candidate experience, knowledge, and geographic location.

Disclaimer: Justice Federal reserves the right to fill this role at a higher/lower grade level based on candidate experience and/or business need.

Equal Opportunity/Affirmative Action employer. This company considers candidates regardless of race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status.