What do we do? We get your resume seen, prepare you for the interview, and coordinate job offers! Addvantage Credit Union Staffing was founded in 2002, and exclusively staffs credit unions. We have helped thousands of candidates around the country get their foot-in-the-door at top credit unions and we are most proud of our high placement rate! Thank you for considering the following position in your job search!

We are currently seeking a Call Center Support Rep IRA / Trusts / Deceased Accounts for a credit union located in Gardena, CA!

Type: Full-time, temporary for 6 months! Possible temp-to-hire!

Pay: $24.00-$28.00/hr

Branch hours: Monday – Friday: 9:00am-6:00pm

Responsibilities:

• Provide centralized Deceased Account processing, and IRA support to multiple operations departments including the Call Center and Branches.  
• Trust account processing.
• Power of Attorney support.
• Answer basic to advanced questions regarding IRA’s, deceased accounts, trusts, and power of attorney from credit union members, credit union staff, and branch personnel
• Responsible for supporting Member Support Center phone queue and assisting members with completing transactions as requested by members.
• Assist in maintaining daily, weekly and monthly quality controls of Deceased accounts and IRAs.
• Conducts member research and assists in resolving IRA related service issues for front line staff.
• Maintain minimal knowledge regarding IRA rules and regulations, including contribution rules, federal tax withholding and reporting.
• Responsible for providing excellent member service.
• Provide support in various areas as needed.

Requirements:

• HS Diploma or GED.
• 2 years in a bank or credit union processing deceased accounts, IRA support, and trust account processing.
• Basic knowledge of new accounts, member service, and loan products.
• Ability to professionally assist members with credit union products and services.
• Must have a working knowledge of Microsoft Word.
• Spanish a plus.