The Special Accounts Representative I will be responsible for reviewing and working all online accounts through L360, ensuring that all documentation aligns with the new account opening process. The Special Accounts Representative I is responsible for backing up and facilitating a variety of tasks related to complex member accounts including, but not limited to, deceased member accounts, estate accounts, trust accounts, accounts with a Power of Attorney, and digital account opening. The position also works with legal counsel and maintains direct member contact to facilitate account openings and/or changes.
Ideal candidates will be able to demonstrate independent decision making with a high level of reliability and professionalism. Experience in organizing workloads and prioritizing tasks effectively in a fast moving setting is critical for success in the role.
Experience: One or more years of experience in a financial institution is required. One or more years of experience in Operations or Finance within a Credit Union environment preferred.
Education: High School diploma or GED required. Associates degree in business administration preferred. A paralegal certificate preferred.
Essential Functions and Responsibilities:
Works with members, personal representatives, and joint account owners to address account needs. Performs daily digital account opening, ensuring the queue is worked regularly and members receive timely service. Confirms eligibility for new account opening and properly authenticates digital applications to align with our membership eligibility. Responsible for reviewing a sample of new accounts opened monthly to ensure all required documentation aligns with the account structure and qualifications for membership.
ORNL Federal Credit Union has been around since 1948—a financial cooperative, owned by our members and continuing to grow strong while serving thousands of your friends and neighbors by providing the tools and accounts to help them save more and spend less. And we've always worked to encourage our members to do just that. And now more than ever it's time to get back to the basics.
We'll work with you to take a look at your overall financial picture and help find ways to decrease your debt, lower your payments, and help set up a structured plan for both short and long-term savings.
Best of all, your savings are federally insured up to at least $250,000 and backed by the full faith and credit of the United States Government by the NCUA, a U.S. Government Agency. Like FDIC insurance, no one has ever lost a penny of money insured by the NCUA.
Today, over 210,000 members of ORNL FCU account for over $4 billion dollars in assets. Our community credit union provides financial services to businesses and anyone who lives, works, worships, or attends school in the 19 counties of Central East Tennessee:
Anderson, Blount, Campbell, Claiborne, Cocke, Grainger, Hamblen, Jefferson, Knox, Loudon, Monroe, Morgan, Roane, Scott, Sevier, Union, Rhea, McMinn, and Meigs.
