Account Services Manager

Description

Overview: The mission of Listerhill Credit Union is to be a financial cooperative focused on improving the lives, including financial health, in the community. In 1952, seven Reynolds Metals employees deposited $5 each with the idea of starting a credit union that was member-owned and member-focused. We serve multiple counties throughout northwest Alabama and south-central Tennessee with a full line of financial solutions. We aspire to reach the highest standards for our core values: Innovation, Excellence, Passion, Integrity, and Community.

The Role: Your efforts and ultimate successes should be measurable and recognizable as you strive daily within LCU’s vision: “to value people over profit, proactively seek improvement, work passionately, exceed expectations, and make our community a better place”. You will provide leadership to the Account Services department through coaching and providing development opportunities. You will also be the hub for issues pertaining to our membership accounts and the information contained therein. It will be your responsibility to ensure account accuracy is maintained to the best of our ability and to engage issues as they come to your attention. You will also be proactive in your work with the use of various reports and audits to find issues that may not be apparent to others. You will be an expert on credit reporting maintenance.

What you will do: 

• Manage, schedule, and establish a rotation of specialized duties assigned to Operations Specialist  
• Manage new and existing vendor relationships within the Account Services area
• Manage the vendor relationship with the credit union’s check provider 
• Oversee notary public bond coverage as requested
• Responsible for the Credit Union’s credit reporting procedures, business rules, and ongoing audits to include updates needed due to any regulatory updates.
• Conduct research to troubleshoot escalated member account issues, such as credit reporting issues, within relevant software platforms and historical documents 
• Perform file maintenance from credit exception reports
• Collaborate with Loss Prevention and other internal departments to ensure the accuracy of the Credit Union’s credit reporting on new and existing members on an ongoing basis. 
• Pursue investigations and be responsible for remediations necessary to correct any credit reporting errors.
• Serve as point person for co-op shared branching network 
• Perform recast for accounts as well as loans when requested
• Update member accounts on the core system as requested
• Process IRS Backup Withholding
• Review and correct 1099s
• Submit yearly reports for inactive accounts and unclaimed property and utilize report throughout the year to maintain up to date member contact information 
• Secure contents from drilled safety deposit boxes received from all branches
• Secure and catalog unclaimed property and work with state officials for shipment
• Serve on task forces and project committees as needed
• Perform other duties as assigned

Requirements

Qualifications:

• Three years to five years of similar or related experience
• Associate degree or extensive in-house training of a comparable nature
• Must possess a significant level of diplomacy and trust
• Ability to motivate, influence, and train others
• Ability to build and maintain sound relationships with others
• Ability to learn or experience within E-Oscar, Palinode, Symitar, Equifax, and other banking software systems 
• Must have excellent oral and written communication skills
• Commitment to LCU’s Mission Statement and Core Values
• Must successfully complete appropriate LCU assessments

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

Listerhill Credit Union is an equal opportunity employer and does not discriminate in employment decisions based on any factor protected by federal, state or local law