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    Fiduciary Account Support Specialist - Portland, United States - NWCUA

    NWCUA
    NWCUA Portland, United States

    4 days ago

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    Description

    **Fiduciary Account Support Specialist**

    **Credit Union:**

    OnPoint Community Credit Union

    **Region:** Portland, OR

    **Type:** Staff

    **Contact:** Chelsea Lees

    **Closing:** 5/31/2021

    **Job Description:**

    **Responsibilities:**

    Have a working knowledge of the following and be able to guide staff through procedures, including complex situations, while providing world-class service:

    Business Memberships

    Fiduciary Memberships

    IRA & HSA Plans

    Tax Information Reporting

    Contribute to a sense of teamwork and purpose within the department through collaboration and making informed recommendations / decisions

    Provide professional, high-quality service to our members and all fellow employees

    Provide input in increasing operational efficiencies and controlling department / OnPoint expenses

    Comply with all security, confidentiality, and internal control procedures

    Schedule time and resources to ensure all work is completed accurately and on schedule

    Assist in completing various tasks within Operations as needed

    **Knowledge, Skills & Abilities:**

    Motivated self-starter with a demonstrated ability to work independently and a desire to increase their responsibility and value to OnPoint. Is viewed as a resource throughout the Credit Union.

    History of successfully handling multiple tasks in a fast paced environment, while making sound decisions and consistently achieving performance expectations.

    Ability to successfully resolve difficult member interactions in order to obtain a positive resolution for both OnPoint and the member.

    Ability to use and adapt to changing technology and systems

    Effective verbal and written communication skills, ability to document procedures

    Ability to independently identify, analyze, and resolve operational and member issues

    Strong understanding of credit union operations, procedures and applicable regulations

    Proven accuracy, thoroughness, analytical and organizational skills in completing work assignments.

    **Qualifications:**

    High school graduate or GED required

    Experience with Individual Retirement Accounts and Health Savings Accounts preferred

    Experience with Fiduciary & Business Memberships preferred

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