What are the responsibilities and job description for the Account Services Manager position at OE Federal Credit Union?
Overview
Join the Best “UNION” Credit Union Around!
In 1964, OE Federal Credit Union opened its doors to serve union members with a simple goal of providing a better alternative to banks. A credit union is more than a financial institution. We are a community, a family. Our teams are our greatest asset, we are energetic, dynamic, and passionate about assisting our members with financial wellness. Built on a foundation of union pride, OE Federal is a 1.4 billion company and the country’s largest labor-based credit union serving more than 100,000 members nationwide!
Our People Make the Difference! Are you looking to take on a dynamic and challenging role? OE Federal is seeking to hire an Account Services Manager!
Ideal Candidate Will Possess
- Associate degree in a related business field and 4 years of work experiences in a similar role, or High School Diploma and 6 years of experience in a similar role required. Bachelor’s degree in a business-related field and 2 years of work experience in a similar role preferred.
- Knowledge and compliance of various operation support functions and applicable rules, regulations and statutory requirements of credit union compliance (Deceased, Trust, IRAs, Dormant and Escheated Accounts)
- Accredited IRA/Trust Account Certification is preferred
- Ability to effectively supervise, train, coach and develop department staff required
- Excellent written and verbal communication skills required; Bilingual in English and Spanish preferred
- Proficiency with Microsoft Office products, proficiency in Microsoft Excel is a plus
What You’ll Do
- Ensures that all New Accounts, Business Accounts, Deceased Accounts, Trust Accounts, IRAs, Levies, Dormant Shares and Escheatment of Accounts processing are completed accurately and timely.
- Ensures compliance with all applicable deposit account regulations.
- Develops, applies and evaluates policies, processes and procedures for the department.
- Manage a moderate to high volume of incoming customer and employee support calls on a daily basis.
- Manage the department workload by developing and using statistics and trend reports.
- Develop and maintain a comprehensive knowledge of the credit unions products and services.
- Collaborate with department and other departments to provide effective and efficient service to members.
- Maintain complete confidentiality of member, employee and Credit Union information.
- Understand and comply with applicable Federal and State laws, banking regulations and OE Federal Credit Union’s policies and procedures.
- Perform other related duties as assigned.
Salary Range: $79,000-106,000/year
OE Federal Credit Union offers competitive compensation. The offered salary considers experience, education, training, internal peer equity, job location and other business considerations when extending an offer. The salary outlined is based on working in Livermore. The salary will adjust to the applicant's work location. In addition to competitive salaries:
We offer superior benefits
- Medical, dental and vision benefits that cover the employee, spouse and dependents
- Retiree medical benefits
- A defined benefit Pension Plan with 100% employer contributions of $5.57/hour
- $10,000 Life Insurance
- $5,000 Accidental Death and Dismemberment
- 11 ½ Paid Holidays per year
- 17 days of Paid Time Off (PTO) to start
- Annual Performance Bonus Program – Up to 5% of employee’s annual base paid on December 15th of each year
- A 401(k) plan
- OE Federal Membership For You and Family
- Employee loan discounts
- Casual dress code
Find your team, find your fit!
If you think this job is the right fit for you, fill out our on-line application. Our application is pretty simple - you upload your resume and answer a few job-related questions. Once you have completed the application, your information will be sent to our Human Resources team instantly.
Salary : $79,000 - $106,000
