Elder Financial Care & Beneficiary Services 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

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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

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.