Deposit Account Representative II

About Us:

At USALLIANCE, we pride ourselves on innovation, teamwork, training and development and career planning. We are a unique members-first Credit Union Culture driven by our core Values: Represent USALLIANCE in the community and form lasting relationships with our members and partners.
Responsible for opening and maintaining specialized accounts, such as IRA, Estate, and Trust accounts. Maintains deceased member accounts and coordinates action with various internal departments. Handles other legal / regulatory requests such as levies and subpoenas. Supports internal and external members by phone, email, or other delivery methods in a professional manner
Comply with regulatory changes that impact department processes.
Administer IRA Required Minimum Distributions, including scheduling to prepare for the RMD’s (liquidate assets), process RMD’s and track (waivers and deferrals).
Responsible for the legal notice/subpoena process and follow-up to ensure receipt within provided in the necessary time frame allotted.
Open IRA’s, Business, and Special Ownership Accounts.
Applies that knowledge to produce high quality work independently.
Maintain the privacy and confidentiality of Credit Union, member, and employee information.
Adhere to all credit union policies and procedures, including reliable attendance.
High school diploma or equivalent required.
Ability to analyze documents, including but not limited to subpoenas and levies, and take appropriate action.
Office schedule – 5 days a week
Paid Time Off, Wellness Time & Paid Federal holidays
High Performance Culture that specializes in training to sharpen and expand skills brought to USALLIANCE.
Become a part of a team where your ideas are valued, your growth is supported, and your work makes a difference. USALLIANCE Federal Credit Union, as an Equal Opportunity Employer, values and supports the diverse cultures, perspectives, skills, and experiences within our workforce.
At this time, USAlliance Federal Credit Union will not sponsor a new applicant for employment authorization or offer any immigration related support for this position (i.e., H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, or another type of work authorization).
If you need sponsorship now or in the future, look for this statement in the job description before you apply: “USAlliance Federal Credit Union will consider sponsoring a new, qualified applicant for employment authorization for this position”. If this is not listed in the job description, USAlliance Federal Credit Union will not provide sponsorship for the candidate to work in the United States.
In the spirit of pay transparency, we are excited to share the base hourly range for this position is $20.86 - $25.03, exclusive of fringe benefits or potential incentives. This position is also eligible for an annual corporate bonus. If you are hired at USALLIANCE Federal Credit Union, your final base salary compensation will be determined based on factors such as skills, education, and/or experience. In addition to those factors, we believe in the importance of pay equity and consider the internal equity of our current team members as a part is any final offer. All positions must adhere to standard BSA/AML policies, procedures, and processes. Employees must demonstrate awareness of business functions and how business decisions affect financial and/or non-financial work results.