Job Description
Job Description
Opened to on-site in Pensacola, FL.
This is an entry-level position.
Job Description:
To research, process, and resolve Certificate, Individual Retirement Arrangement (IRA), and Payable on Death (POD) requests from members, contact center, and branch. Identify suspicious or fraudulent activity, place holds, and report/provide necessary documentation for review.
Required Skill Sets:
1. Attention to detail and organizational skills
2. Experience working in a high volume, fast paced environment
3. Effective skill exercising initiative and using good judgment to make sound decisions
4. Effective organizational, planning, problem solving and time management skills
For day-to-day operations in the role, the selected candidate can expect to:
1. Process and place holds on deposited checks
2. Review/add/edit beneficiaries on member accounts
3. Complete certificate maturity instructions
4. Open and close certificate products
5. Additional duties may be added based off business need but will include training