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If you're interested in the financial world and think you’d like to be a part of a long and proud history of people helping people, consider a career in credit unions. What kinds of positions are possible? Just of few of the open positions at credit unions today include:

 

Specialized Accounts Representative: Metairie

Posted: 4/15/2019

Published: Apr 15, 2019

Jefferson Financial FCU is seeking a Specialized Accounts Representative for the Metairie location.  This position will answer questions from staff and members and perform a variety of support duties regarding IRAs, Business Accounts and other specialized accounts at the Credit Union. 

Duties/Responsibilities

  • Opening new business accounts for the commercial lending department.
  • Develop and manage business relationships to include all types of business banking; deposit products and services.
  • Servicing new and existing business members with their financial needs, including on-boarding and resolving service issues.
  • Responsible for merchant service and payroll service referrals.
  • Serve as a subject matter expert on Share services including but not limited to IRAs, Business Accounts and Specialty Accounts.
  • Research and resolve any issues, discrepancies, or problems with IRAs, Business Accounts and Specialty Accounts.
  • Assist with the processing of IRA transactions posted in the branch.
  • Respond to complex member questions or problems ensuring the highest quality of service.
  • Respond to technical and operational questions or problems from credit union staff.
  • Verify that all IRA documents are completed accurately and corresponding transactions are posted correctly to ensure compliant IRS reporting.
  • Reconcile all IRA transactions and process 1099-R and 1099-Q forms. Report Fair Market Values and reconcile 5498 IRA Direct reports/forms.  Process all RMDs and balance IRA withholding GLs.

Qualified applicants must have a high school diploma, excellent communications skills, the ability to collect and analyze data, and a minimum of 3-5 years experience in a financial institution, preferably a credit union.  Interested parties may fax their resumes to the HR Department at 504-867-2412 or submit via email to Employment@jeffersonfinancial.org (please reference the position in the subject line). JFFCU is an Equal Opportunity Employer offering a benefits package which includes health, dental, vision & life insurance, profit sharing, and 401(k).