What are the responsibilities and job description for the Supervisor of Special Accounts position at Suncoast Credit Union?
Overview
Compensation: $55,000 - $80,000 based on experience and credentials
Location Type: Hybrid, a flexible work model blending in-office and remote working
Position Type: Full Time
Schedule: Monday through Friday 8:00 AM – 5:00 PM
The Supervisor of Special Accounts oversees the daily operations of the Special Accounts Department by monitoring the workload and quality of work delivered by the team. Key responsibilities include providing exceptional support to frontline teams with fiduciary, estate, power of attorney, trust, and legacy tasks. This individual serves as a liaison and point of contact with in-house legal counsel and other departments.
Responsibilities
Company Overview
Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community. Chartered in 1934, Suncoast has never furloughed any employees.
For more information, please visit our careers site at https://careers.suncoastcreditunion.com/
Compensation: $55,000 - $80,000 based on experience and credentials
Location Type: Hybrid, a flexible work model blending in-office and remote working
Position Type: Full Time
Schedule: Monday through Friday 8:00 AM – 5:00 PM
The Supervisor of Special Accounts oversees the daily operations of the Special Accounts Department by monitoring the workload and quality of work delivered by the team. Key responsibilities include providing exceptional support to frontline teams with fiduciary, estate, power of attorney, trust, and legacy tasks. This individual serves as a liaison and point of contact with in-house legal counsel and other departments.
Responsibilities
- Manage the overall operation and performance of the Special Accounts Department, its products, services, and programs
- Monitor the quality and consistency of the work delivered by the Special Accounts Team
- Ensure the team is responsive to members, front-line teams, and in-house legal counsel
- Provide feedback and guidance to staff and take corrective action when necessary
- Gather feedback from front-line teams to assess performance and drive the continuous improvement of the work delivered
- Conduct regular meetings with the legal team to drive efficiency recommendations
- Assist the team with daily tasks (cases from frontline, workflows, mail, faxes, and emails) to maintain response time frames and meet SLA’s
- Delegate responsibilities to staff and monitor progress to ensure department goals are met and high-quality member service is maintained
- Assist with other personnel activities of staff, such as hiring, training, performance appraisals, scheduling, and disciplinary matters
- Cultivate strong working relationships and build trust among team members
- Set daily operational objectives for the team
- Bachelor’s degree in business administration, legal studies, or a related field (A comparable combination of work experience and training may be substituted for education requirements)
- 5 years of experience administering deceased accounts, estates, powers of attorney, and similar programs with a financial institution
- Previous supervisory or management experience preferred
- Paralegal certification preferred
- Ability to maintain confidentiality
- Ability to prioritize tasks by effectively managing competing and changing priorities to meet deadlines
- Accurate, detail-oriented, and organized with task management
- Ability to analyze and resolve complex problems
- Good verbal, written, and interpersonal communication skills to interact effectively with all staff, members, and external departments
- Ability to comprehensibly communicate policies, practices, and procedures to direct reports and stakeholders
- Analytics
- Customer Service
- Leadership
- Financial Well-Being: Bonus Program up to 9%, 401K Matching up to 8%, Retirement Planning, Pay Increases based on Competency, Employee Loan Discounts, Flex Spending Accounts
- Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000 Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage
- Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO
- Community Involvement: Paid Volunteer Hours
- Growth: Degree Assistance up to $5,000 per year
- Flexibility: Remote, Hybrid, and Onsite Schedules
- Security: Pet Insurance, Free Identity Theft Protection, Legal Assistance
Company Overview
Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community. Chartered in 1934, Suncoast has never furloughed any employees.
For more information, please visit our careers site at https://careers.suncoastcreditunion.com/
Salary : $5,000
