Product Management Representative

Responsibilities

SUMMARY

Responsible for assisting with various department level projects.  Conducts initial member interview on business account referrals, reviews business account request for fit with niche product offering and acts as point of contact throughout the account opening process.  Reviews, updates existing procedures and works with primary SME to develop new procedures.  Acts as the primary back-up for Business Accounts, IRAs, Trust accounts and In Bound USA accounts.  Assists with staff training

 

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following.  Other duties may be assigned as

necessary.

 

• Performs initial processing on Business account referrals.  Reviews PRISM referral cases for accuracy.  Examines business type and Supporting documentation for required information and business account viability within credit union product offering. Contacts member for initial interview and additional document requirements.  Acts a point of contact with member through the account opening process.  Coordinates with the business account primary SME to open business accounts
• Assists on various department projects.  Performs tasks and action items related to project needs.  Creates associated forms and assists with development of procedures as needed. Submits completed procedures for PASS processing.
• Assists with dormant account research to determine escheatment conditions, submits escheatment data to various states and performs steps to remit escheatment funds.
• Assists with member tax form data review and proofing of documents for approval prior to mail house distribution of forms.  Researches tax form correction requests, generates corrected forms as needed.  Work with I.T. to transmit data to taxing agencies when applicable.
• Functions as a back-up for IRA accounts.  Reviews IRA documents and assists branch staff with IRA requests.  Processes various member IRA transactions.  Reviews member IRA documents.  Performs adjustments on IRA accounts.   Assists with annual IRA RMD processing. Works with IRA document vendor and I.T. on annual IRA forms updates and associated Symitar programming.
• Acts as a back-up and contact for Trust accounts.  Reviews Trust documents and assists branch staff on Trust account requests.
• Acts as back-up and contact for In Bound USA accounts.  Assists branch staff on In Bound USA account questions
• Functions as a back-up on certificates, dividend calculations, and adjustments. Assists branch staff with certificate and dividend questions.
• Researches competitors’ products and marketing promotions to identify product or service gaps with the credit union’s product offerings.  Assists department SME to develop recommendations for potential new products and services.     
• Assists the department SME and Training department with account product training, including developing training materials, conducting training sessions, and identifying product areas that need additional training and communication.
• Assists with reviewing, updating, and creation of account product procedures and policies.
• Maintains a positive and caring atmosphere for members and employees consistent with the Credit Union's mission and philosophy.
• Responsible for maintaining a working knowledge of computer equipment and software required including Microsoft Word, Excel, etc.

 

 

The salary range for this position is $20.69 - $25.86/hr. and is based on experience. 

Qualifications

EDUCATION and/or EXPERIENCE

High school diploma plus a minimum of two years related experience and/or training.

 

 

Overview

Founded in 1937, Advancial is one of the oldest and largest credit unions in the country. We are an established and proactive full-service financial institution providing personal, convenient and advanced financial services to individuals and select group partners. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions.

 

At Advancial, we always strive to provide the best service and products to our members because we love what we do.  We work together to build a culture that promotes a positive employee experience.  We’ve been named a Best Company to Work for in Texas for nine consecutive years and a Best and Brightest Company to Work For nationally and locally because we’re serious about building fulfilling careers and not just day jobs.

 

We invite you to learn more about this position and what Advancial has to offer by completing our online application. 

 

Advancial Federal Credit Union is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consid