Account Administration Specialist (Account Operations) - Scottsdale, AZ And Rancho Cucamonga, CA

Arrowhead Credit Union is growing - we are excited about our expansion to Scottsdale, Arizona! Are you seeking a promising career in a growing organization? Check out this position. Are you warm, caring, friendly, and passionate about providing excellent service? Are you excited about giving back to your community? We want to speak with you - we are looking for Service Superstars to join our Team!

The Account Administration Specialist performs various complex tasks related to member accounts, including assisting the branches and internal departments with clerical and administrative support.

Essential Functions and Responsibilities

Service

• Excellent communication skills, patience, and ability to clearly explain account maintenance concepts to members and team members.
• Ability to meet and promote team goals; exemplifies innovative problem solving, and maintains a positive working environment with all Arrowhead Credit Union (ACU) team members.
• Embraces new ideas, systems, and processes with a positive mindset.
• Assists with the resolution of credit union product and account maintenance inquires or requests.
• Serves as a department representative, answering incoming internal and external phone calls.

Account Maintenance

• Accurately opens new membership or fiduciary accounts.

• Process new account openings, closures, and updates to existing accounts.

• Ensure proper documentation for account changes including ownership, beneficiaries, and account types.

• Maintain accurate and up-to-date member records in the core system.

• Ensure fiduciary account processing and maintenance meets Stare and Federal regulatory and compliance standards.

• Reviews and processes all incoming and outgoing Individual Retirement Account (IRA) requests.

• Performs IRA file maintenance.

• Validates and corrects Internal Revenue Service (IRS) tax forms 1099-INT, 1099-R, 5498, and other tax forms.

• Reviews and processes W-9, W-8 forms received from the members or other departments.

• Reviews and processes subpoenas, summons, search warrants, and levies within given authority.

• Communicates with legal or compliance agencies as required to fulfill requests.

• Accurately performs Medallion Signature Guarantees.

• Assists department management in reviewing and updating Arrowhead Credit Union as appropriate for accurate account maintenance and establishment.

• Provides feedback on department policies and processes to improve efficiency and service outcomes.

• Identify and escalate discrepancies or issues to the Account Administration department leadership.

Benefits Include: (not a complete list)

Wellbeing

• Weekly pay
• 401K Retirement Savings Plan with company match
• Paid time off accrual begins upon hire, 15 paid vacation days, 11 paid holidays
• Paid sick leave
• Company-provided life insurance at twice your annual salary
• Financial Education Programs
• DoorDash DashPass

Health

• Medical, Dental, and Vision Insurance for part-time and full-time employees
• Modern Health
• Care.com subscription
• Teladoc

Career Development

• Career development opportunities
• Team members are eligible to apply for assistance with educational expenses through ArrowHeart's scholarship program

To learn more about Arrowhead Credit Union and our service culture, visit our Career page, and our ArrowHeart Foundation.

The pay range for this position is listed below.

Starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extended depend on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands, and internal equity.

Pay range:

Minimum: $26.22/hour | Midpoint: $32.78/hour | Maximum: $39.34/hour