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Support Services Representative

Assist with the Support Services Manager with administrative tasks for support of daily branch operations.Support the financial service needs of each member so they are promptly, accurately and courteously fulfilled.

Essential Functions & Responsibilities :

Daily Processing of online wire queue.Daily processing of Ascensus IRA queue.Provide telephone support to branches for complex issues such as IRA handling.Daily handling of foreign member accounts to include addressing complex issues and W8-BEN processing.Daily processing of CPI Customer Portal.Support Investment team with 401(k) rollovers and opening of IRA accounts.Process SSI form 4641 and other requests related to the Social Security Administration Review reports from the core system, governmental agencies and other sources to verify accuracy of data and compliance with all regulations.Monthly processing and reporting of IRA disbursements.Assist in the annual escheatment process.Perform other job duties as assigned.

Performance Measurements:

1. Knowledgeable in all areas of branch and lending operations and remaining current on all credit union products and services.

2. Ensure branches have an adequate supply of all needed operating materials used by branch employees.

3. Accept individual accountability and responsibility for success of FSCU which includes meeting assigned goals/ projects.

4. Respond to member issues and resolve to the benefit of the member and credit union.

Job Type: Full-time

Schedule:

  • Monday to Friday
  • Weekend availability

Ability to commute/relocate:

  • Houston, TX 77084: Reliably commute or planning to relocate before starting work (Preferred)

Education:

  • High school or equivalent (Preferred)

Work Location:

  • One location

Work Remotely:

  • No

Work Location: One location

Posted
11/14/2021
Salary Range
$31,000.00 - 49,000.00
per Year
Salary range estimated by
Location
Houston, TX 77084, US