Support Services Specialist - Alexandria, United States - STATE DEPARTMENT FEDERAL CREDIT UNION

STATE DEPARTMENT FEDERAL CREDIT UNION
STATE DEPARTMENT FEDERAL CREDIT UNION
Verified Company
Alexandria, United States

2 hours ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description
At State Department Federal Credit Union (SDFCU), our members are our number one priority.

We strive to satisfy their financial needs by offering a variety of products and services at reasonable rates and delivering exceptional experiences while building lasting relationships.


We are looking for talented people who exhibit passion for helping others and a desire to be a collaborative team member.

We are a diverse and inclusive organization that values and respects our team members.


REQUIRED SKILLS AND COMPETENCIES:

  • Two years of customer service experience in a financial institution. Prior experience with IRA's preferred.
  • Ability to become a Certified IRA Professional by completing a course, designed by Acensus Retirement Services, within 2 years of hire date; maintains certification on a regular basis.
  • Minimum of a high school diploma or GED; some college preferred.
  • Excellent organizational and time management skills.
  • Demonstrated resourcefulness and problemsolving skills, with attention to accuracy and details.
  • Ability to analyze complex IRA matters and perform appropriate and timely followup.
  • Ability to effectively prioritize work and demonstrate flexibility, particularly when responding to escalated IRA situations.
  • Ability to communicate effectively, both orally and in writing, with attention to grammar and composition.
Professional phone manner; good, clear speaking voice or a reasonable alternative to communicate; good listening skills.

  • Ability to work accurately with numbers, particularly when needing to perform complex recalculations related to IRAs.
  • Ability to work independently and regularly meet deadlines with minimum supervision.
  • Accurate typing with reasonable speed.
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