Specialized Accounts Team Leader, Chelmsford, MA, Full-Time, Hybrid

Digital Federal Credit Union; Chelmsford (MA); Hybrid; USD 125,000 - 150,000; Full time

Job summary

A financial services organization in Chelmsford, MA, seeks a Specialized Accounts Team Leader to oversee a team and ensure compliance with account opening procedures. The ideal candidate will have a bachelor’s degree, supervisory experience, and a strong customer support background. This role emphasizes professionalism and attention to detail, with competitive pay in a hybrid work environment.

Qualifications

• 1 year of supervisory or management responsibility experience.
• Strong background in customer support and superior service skills.

Responsibilities

• Manage a team of up to 10 members.
• Ensure account opening processes are compliant with guidelines.
• Develop relationships with vendors and systems suppliers.

Skills

Customer support

Supervisory experience

Knowledge of account opening procedures

Education

Bachelor’s degree or equivalent experience

Job description

Specialized Accounts Team Leader, Chelmsford, MA, Full-Time, Hybrid

Job Category: Account Services

Requisition Number: SPECI006004

• Posted: October 1, 2025
• Full-Time
• Hybrid

Locations

Chelmsford, MA 01824, USA

Description

Schedule

M-F, 8am-5pm (40 hours)

What You’ll Do

The Specialized Accounts Team Leader has expert industry knowledge of the rules and guidelines for Personal, Business, Trust, and Fiduciary Accounts and for the New Accounts department. This position provides awareness and insight on all aspects of specialized accounts to develop with the manager an ongoing account opening and specialized accounts management process that best meets member and DCU needs.

Essential Functions

• Possesses a high-level knowledge of Deposit Accounts (Personal, Business, Trust, Fiduciary) guidelines and other applicable rules and regulations to ensure account opening processes are compliant.
• Maintains industry knowledge on deposit products, as well as all associated technology, and makes recommendations to management for enhancements.
• Stays abreast of changes to regulations and ensures the relevant policies and procedures are updated and communicated to appropriate staff members.
• Creates policies and procedures in areas of oversight in DCU required format; ensures polices and procedures are updated as changes are made.
• Oversees daily Specialized Accounts functions including all aspects of application processing and additional account requests.
• Develops relationships with core vendors and related systems suppliers to keep abreast of enhancements and changes within the industry.
• Works with manager to develop strategic and tactical plans for account opening-related projects and initiatives.
• Liaison for the audit, compliance and enterprise risk areas for relevant assessments performed and actively involved in resolving findings to ensure future compliance.
• Communicates effectively and regularly with all team members on DCU and department related initiatives.
• Manages daily staff schedules, workflow and phone coverage relating to account opening to ensure the completion of assigned tasks within service expectations.
• Coaches and develops staff by providing adequate training for all job responsibilities.
• Oversees and/or assist in the management of projects, upgrades and enhancements relating to Core/Host and Specialized Accounts.
• Oversees system validation for internal releases and enhancements and reports findings.
• Conduct interviews and participate in the hiring of new Specialized Accounts Team Members.
• Provides documents to management regarding performance measures and project updates.
• Actively contributes to DCU’s Success Sharing initiatives and consistently practices DCU’s principles of People Come First; Do the Right Thing; Make a Difference.
• Maintains a high level of professionalism and respect during interactions with both members and colleagues alike.
• Tracks Member Complaints in accordance with the Member Complaint Guidelines.
• Maintains a strong working knowledge of and adheres to all DCU policies and procedures.
• Performs work functions with high attention to detail, within established timeframes and follow through as needed to complete tasks.
• Meets or exceeds performance goals, including but not limited to, service level achievement, timeliness of tasks, quality of work, service quality and others as assigned.
• Perform all other job-related duties as assigned by Manager(s).

Supervisory Responsibility

• Team Leader would be responsible to manage a team of up to 10 members.

What You’ll Need

• Must have a bachelor’s degree or equivalent work experience.
• Must have 1 year of supervisory or management responsibility experience.
• Knowledge of back-office procedures in account opening, specialized accounts requirements and guidelines
• Must have strong background in customer support and possess superior service skills

DCU is an equal-opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.

If you’re applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to [e-mail] and let us know the nature of your request and contact information.

Expected Pay Range: $30.00 - $33.70 / hour

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities