Andrews Federal Credit Union
Deposit Support Specialist
Andrews Federal Credit Union, Suitland, Maryland, United States, 20746
Job Details
LevelUndisclosed
Job LocationHeadquarters - Suitland, MD
Remote TypeN/A
Position TypeUndisclosed
Education LevelUndisclosed
Salary RangeUndisclosed
Travel PercentageUndisclosed
Job ShiftUndisclosed
Job CategoryUndisclosed
Description
Are you ready for an exciting career in the financial services industry? If so, Andrews Federal is the place for you! Andrews Federal is a transformative, international financial institution, proud to serve our military and communities. Our top priority remains to help our members achieve financial wellness.
With a positive workplace culture embedded in every aspect of our DNA, our organization has been certified as a Great Place to Work for 3 consecutive years. Andrews Federal offers a highly competitive compensation and benefits package to maintain a happy and healthy workforce.
As our organization continues to thrive, we seek a highly motivated workforce that is not afraid to provide innovative solutions within the financial services industry. Our leaders encourage collaboration and new ideas as we continue to serve our global membership.
Some of the perks of working at Andrews Federal include:12 paid holidays a year including your birthdayAffordable healthcare plans and Employer Paid FSA accountsCareer development, training opportunities, career coaching, and tuition reimbursementRetirement plans with a competitive matching optionChildcare stipend to help working familiesPerform a variety of clerical, administrative and technical functions to support the Deposit Support Services Group.
ESSENTIAL DUTIES
The position's essential duties include the following:
Provide support for the following Andrews Federal Credit Union products and services: IRA Plan Maintenance, Certificate Maintenance, IRS Reporting, Dividend Adjustment, Death/Disability Claims, Levies & Garnishments, Overdrawn Accounts, Account Closeouts and ChexSystems.Respond to member or client inquiries/problems as they relate to death or disability claims, Levies, Garnishments, IRA & Certificates, closed accounts, and negative balances.Ensure timely processing of all incoming correspondence, requests for research, and process withdrawal as necessary within established deadlines.Conduct research on member accounts as necessary.Interact with members/joint-members/beneficiaries/executors/ attorneys with complex member service problems concerning Levies, Garnishments, IRA's and/or Certificate's, member estates, and account closeoutsIdentify accounts subject to write-off and compiles data for the preparation of Charge Off list for NSF, ATM, and ACH losses, and fees monthly.Maintain inventory controls for the Overdraft Report/download.Maintains production tracking reports/logs.Establish and maintain complete document files.Notify appropriate internal areas to ensure that proper payrolls are returned to finance.Ensure claims are received and are applied properly in a timely manner.Edit reports and process RMD Periodic Payments monthly.Maintain master IRA file for member accounts.Prepare master IRA file for members over 70 ½ years, calculates annual distributions, and mails all correspondence as necessary.Perform periodic compliance auditing of plan files.Report tax withholding information to the IRS.Assist management in yearend processing, balancing, and IRS reporting.Process all incoming correspondence and completes investigations within established time period.Process special assignments as directed within established deadlines.Balance work at end of each day.Remains cognizant of and adheres to Andrews Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.Perform other clerical and administrative duties as required in order to assist in departmental functions and activities.Attends work regularly, limits tardiness and absences according to personnel policies regarding leave usage.Interacts with co-works, supervisors, members, and outside contacts in an appropriate, professional manner which projects a positive image of the department and Andrews Federal Credit Union.Qualifications
REQUIRED EXPERIENCE
High school diploma, GED, or equivalent required.Requires at least one year of financial experience, preferably in a financial institution.Must have working knowledge of various office equipment, including typewriter, 10 key calculator, computer terminal with windows environment and multi-line telephone.Requires excellent organizational, verbal and written communication skills.Excellent verbal and written communication skills.PHYSICAL REQUIREMENTS
Requires the ability to sit at a desk and computer for extended periods of time.
In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
LevelUndisclosed
Job LocationHeadquarters - Suitland, MD
Remote TypeN/A
Position TypeUndisclosed
Education LevelUndisclosed
Salary RangeUndisclosed
Travel PercentageUndisclosed
Job ShiftUndisclosed
Job CategoryUndisclosed
Description
Are you ready for an exciting career in the financial services industry? If so, Andrews Federal is the place for you! Andrews Federal is a transformative, international financial institution, proud to serve our military and communities. Our top priority remains to help our members achieve financial wellness.
With a positive workplace culture embedded in every aspect of our DNA, our organization has been certified as a Great Place to Work for 3 consecutive years. Andrews Federal offers a highly competitive compensation and benefits package to maintain a happy and healthy workforce.
As our organization continues to thrive, we seek a highly motivated workforce that is not afraid to provide innovative solutions within the financial services industry. Our leaders encourage collaboration and new ideas as we continue to serve our global membership.
Some of the perks of working at Andrews Federal include:12 paid holidays a year including your birthdayAffordable healthcare plans and Employer Paid FSA accountsCareer development, training opportunities, career coaching, and tuition reimbursementRetirement plans with a competitive matching optionChildcare stipend to help working familiesPerform a variety of clerical, administrative and technical functions to support the Deposit Support Services Group.
ESSENTIAL DUTIES
The position's essential duties include the following:
Provide support for the following Andrews Federal Credit Union products and services: IRA Plan Maintenance, Certificate Maintenance, IRS Reporting, Dividend Adjustment, Death/Disability Claims, Levies & Garnishments, Overdrawn Accounts, Account Closeouts and ChexSystems.Respond to member or client inquiries/problems as they relate to death or disability claims, Levies, Garnishments, IRA & Certificates, closed accounts, and negative balances.Ensure timely processing of all incoming correspondence, requests for research, and process withdrawal as necessary within established deadlines.Conduct research on member accounts as necessary.Interact with members/joint-members/beneficiaries/executors/ attorneys with complex member service problems concerning Levies, Garnishments, IRA's and/or Certificate's, member estates, and account closeoutsIdentify accounts subject to write-off and compiles data for the preparation of Charge Off list for NSF, ATM, and ACH losses, and fees monthly.Maintain inventory controls for the Overdraft Report/download.Maintains production tracking reports/logs.Establish and maintain complete document files.Notify appropriate internal areas to ensure that proper payrolls are returned to finance.Ensure claims are received and are applied properly in a timely manner.Edit reports and process RMD Periodic Payments monthly.Maintain master IRA file for member accounts.Prepare master IRA file for members over 70 ½ years, calculates annual distributions, and mails all correspondence as necessary.Perform periodic compliance auditing of plan files.Report tax withholding information to the IRS.Assist management in yearend processing, balancing, and IRS reporting.Process all incoming correspondence and completes investigations within established time period.Process special assignments as directed within established deadlines.Balance work at end of each day.Remains cognizant of and adheres to Andrews Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.Perform other clerical and administrative duties as required in order to assist in departmental functions and activities.Attends work regularly, limits tardiness and absences according to personnel policies regarding leave usage.Interacts with co-works, supervisors, members, and outside contacts in an appropriate, professional manner which projects a positive image of the department and Andrews Federal Credit Union.Qualifications
REQUIRED EXPERIENCE
High school diploma, GED, or equivalent required.Requires at least one year of financial experience, preferably in a financial institution.Must have working knowledge of various office equipment, including typewriter, 10 key calculator, computer terminal with windows environment and multi-line telephone.Requires excellent organizational, verbal and written communication skills.Excellent verbal and written communication skills.PHYSICAL REQUIREMENTS
Requires the ability to sit at a desk and computer for extended periods of time.
In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.