Fiduciary Account Specialist
400 Town Center Dr, Dearborn, MI 48126, USA
Req #1120
Saturday, December 14, 2024
Join the DFCU Financial team today, and discover the benefits, rewards and development opportunities from one of the largest and best managed credit unions in the country.
The Opportunity: We are seeking a full time Fiduciary Account Specialist to join our team. Under general supervision and in accordance with established policies and procedures, accurately and efficiently perform member service-related inquiries, maintenance, and transactions with regard to decedent, estate and fiduciary accounts. Adhere to state and federal regulations and keep abreast of changes.
What You’ll Do:
- Handle a variety of account activities, which may include opening or closing accounts, and collection or distribution of assets.
- Provide advanced support on these accounts to branches and other departments.
- Review documentation and relevant information for compliance with fiduciary standards, as well as internal policies and procedures.
- Maintain in-depth knowledge of products and operational procedures in order to apply this knowledge appropriately to diverse situations.
- Provide fiduciary service support on membership matters and deceased accounts to members and non-members.
- Take initiative to continuously develop skills and industry knowledge to enhance the value of internal and external customer interactions.
- Identify process issues and document requirements and innovate appropriate and effective solutions.
- Provide subject matter contribution to written procedures, process documents, implementation guides, proposals, announcements, training materials, and projects.
- Participate in system updates and releases, including testing and associated documentation and communication.
- Other duties, as assigned.
What You'll Need:
- Two years of college, associate's degree preferred.
- Minimum five years progressively responsible platform sales and service experience in retail banking.
- Exposure to administrative assignments for deceased and fiduciary accounts.
- Effective interpersonal skills to relate to internal customers in a friendly, courteous, professional manner.
- Ability to use independent judgment to make quick decision within written policy and standard operating procedure.
- Exceptional attention to detail with the ability to complete tasks with minimal to no errors.
- Proven time management skills, and the ability to initiate and embrace change.
- Intermediate level proficiency with Microsoft Office products (Word, Excel, Outlook).
- Ability to collect and analyze data. Average reasoning and mathematical ability.
What We Offer:
- Potential for a hybrid work schedule
- 401k plan match, dollar for dollar up to 4%
- 401k additional employer contribution after one year at 5%
- Employee bonus program
- Medical, dental and vision insurance effective date of hire
- Health savings account (HSA)
- Flexible spending accounts for medical and dependent care expenses
- Adoption assistance for qualified expenses maximum $10,000 per child
- Wellness initiatives and reimbursements
- Pre-paid legal services plan
- Identity protection plan
- Accident supplemental plan
- Short & long term disability plans paid for by company
- Company provided basic life insurance of $50,000 plus supplemental for employee, spouse and child
- Pet Insurance
- Free financial planning assistance
- Numerous fun employee events throughout the year
- Volunteer and community engagement opportunities
- Employee loan discounts (closed-end loans)
- Discounts with local and national companies through DFCU Perks
- Service / anniversary awards
- Employee discounts for company logo wear
- Employee referral payouts for recruiting your friends and family
- Paid lunch time
- Tuition reimbursement / Education assistance
- Ongoing training opportunities
- Leadership development program
- Paid time off
- Paid holidays (13 per year)
- Flexible scheduling for students
Equal Opportunity Employer / Disabled / Veterans
Other details
- Job Family Operations
- Pay Type Hourly
This posting is inactive.
- 400 Town Center Dr, Dearborn, MI 48126, USA