The Account Servicing Representative assists with handling transactions including but not limited to; decedent accounts, IRA/SEP, dormant accounts, levies & garnishments, escheatment process and other compliance related activities.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

• Assists with decedent account processing to ensure all legal and Credit Union requirements are met.
• Assists with IRA processing and ensures all IRS rules and regulations are adhered to regarding IRA and SEP account contributions and distributions.
• Assists with resolving errors and making corrections on accounts as necessary.
• Assists with processing member transactions efficiently, accurately, and in a timely manner including servicing existing accounts, closing accounts, and completing all related documentation.
• Assists with monitoring and reactivating dormant accounts according to Credit Union policy.
• Assists with monitoring and processing all member accounts in accordance with escheatment laws. Assists in performing yearly escheatment report to the state.
• Assists with processing levies, court garnishments, and restraining orders.
• Processes IRS notification for back-up withholding.
• Assists with processing the yearly compliance mailings and compliance audits including W-9 mailing, B-notice, etc.
• Assists with conducting research as necessary using appropriate resources, e.g.upper management, various consulting services, and vendors to ensure the Credit Union is adhering to policy and/or various state and federal laws.
• Provides assistance to employees within the department and promotes teamwork among the group.
• Accomplishes individual and departmental goals and objectives.
• Participates and assists with various projects.
• May assist with the processing & verification of wires
• Assists with performing tax reporting corrections.
• Assists with helping members, co-workers & internal customers with questions, problems and other work-related matters in a courteous & timely manner.
• Adheres to department standards established in Account Servicing.
• Must consistently report to work on time, as scheduled.

QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

• At least 2 ½ years recent financial services experience
• Ability to obtain Membership Officer Authority within 6 months of entering position (includes successful completion of LFCU New Accounts training)
• A working knowledge of Credit Union/Financial Institution compliance & regulations
• A working knowledge of the Microsoft suite of office products & Symitar
• Excellent time management skills and the ability to work in a fast paced, deadline driven environment
• Project management experience a plus
• Bachelor's Degree a plus

Must also demonstrate conduct consistent with our Corporate Values:

• Practice open Communication with all levels;
• Be Accountable by taking ownership of customer issues and responsibility for one's actions;
• Foster Teamwork by cooperating and collaborating with other employees;
• Seek ways to make the workplace Fun for oneself & others;
• Conduct oneself with Integrity by being honest, trustworthy and ethical in all work activities and interactions;
• Work with a Service Orientation by having a genuine concern for the needs of one's customers and by being friendly, professional and following through on commitments; and
• Demonstrate Humility in all interactions and remember to leave one's ego at the door when one arrives to work.

Logix Federal Credit Union is an equal opportunity employer that does not discriminate in employment opportunities or practices on the basis of race, religion, color, sex, sexual orientation, gender identity, national origin, protected veteran or disability status, or any other status protected by law.