Specialty Deposits Specialist - Growth & Service

ADP, Inc.; Glendale (CA); On-site; USD 34,000 - 49,000; Full time

Job summary

LAFCU is seeking a Specialty Deposit Representative to join the Glendale branch. This full-time non-exempt role serves as a subject matter expert for specialty deposit products and collaborates with the Business and Specialty Deposit Officer to enhance the suite of services.

Responsibilities include delivering fast, friendly service to members; processing specialty accounts (IRAs, Education Savings, Health Savings, POA, Guardianship); opening new accounts; and supporting internal/external

Qualifications

• High school diploma or equivalent.
• 2 years of experience in the financial industry; 1 year focused on specialty accounts.
• Excellent oral and written communication skills.
• Ability to exercise good judgement with strong ethics and adaptability.
• Ability to work independently and as part of a team.

Responsibilities

• Provide fast, friendly, and accurate service to all members.
• Maintain positive work environment by fostering cooperation and collaboration and taking ownership of own action and behavior.
• Adhere to security requirements in maintaining confidentiality and verifying member’s identity.
• Process account transactions related to specialty products and services such as Power of Attorney, Guardianship, Decedent, Revocable Trust, Traditional and Roth IRA, Education Savings (ESA) and Health Savings (HAS) accounts.
• Meet directly or indirectly through different methods of communication to grow relationships.
• Establish new membership and open all other secondary accounts and business accounts, as needed.
• Process consumer loan requests and fund loans, as needed.
• Works with internal/external partners to add new and enhance existing specialty deposit products and services, including developing new resources and training.
• Stay abreast of industry trends and competitors through researching ways to improve efficiency and services to members.

Skills

Customer service

Attention to detail

Communication

Teamwork

Education

High school diploma or equivalent

Job description

LAFCU is seeking a Specialty Deposit Representative to join the Glendale branch. This full-time non-exempt role serves as a subject matter expert for specialty deposit products and collaborates with the Business and Specialty Deposit Officer to enhance the suite of services.

Responsibilities include delivering fast, friendly service to members; processing specialty accounts (IRAs, Education Savings, Health Savings, POA, Guardianship); opening new accounts; and supporting internal/external