Account Manager I

Are you a relationship builder, problem-solver, and results-driven professional? If so, Sharonview Federal Credit Union wants to hear from you!

ABOUT US

At Sharonview Federal Credit Union, we’re more than a financial institution; we’re a community! We’re a member-first credit union with a big heart. Our mission is clear: Provide members with the financial tools they need to succeed at every stage of life. How do we do this? By building genuine relationships based on trust, reliability, and excellent service. We’re more than just a credit union; we’re a lifelong financial partner. Our members rely on us for trusted guidance, dependable solutions, and real human connections. Whether someone is buying their first car, saving for a home, or planning for retirement, we’re here to help make it happen.

We’re looking for an Account Manager I who combines financial know-how, strong negotiation skills, and genuine empathy to help members overcome financial challenges while supporting our credit union's financial health.

WHAT YOU’LL BE DOING

At Sharonview Federal Credit Union, you’ll make a meaningful impact by helping members find solutions, encouraging financial responsibility, and achieving collection goals.

• Drive Results: Contact members with delinquent consumer, mortgage, credit card, and other loan accounts to encourage timely repayment and help maintain low delinquency ratios.

• Build Relationships: Connect with members by phone, email, and mail to understand their circumstances and identify workable solutions.

• Negotiate with Confidence: Use effective fact-finding, active listening, and negotiation skills to address objections and develop appropriate repayment arrangements.

• Create Financial Solutions: Explore payment plans, loan modifications, payment deferments, and other available options to help members get back on track.

• Think Critically: Evaluate account collectability, analyze budgets, and make timely, informed decisions.

• Find the Facts: Use credit reports, software applications, online search tools, branch contacts, and other resources to locate members.

• Champion Financial Wellness: Identify members who may benefit from hardship assistance and recommend appropriate cases to the Financial Wellness Team.

• Protect Our Members: Maintain accurate collection records, safeguard confidential information, and follow all applicable laws, regulations, and credit union policies.

• Collaborate for Success: Partner with other departments to support loss mitigation, recover funds, and promote the Sharonview/Accel partnership.

WHAT WE'RE LOOKING FOR:

• Strong communication and problem-solving skills.
• Solid tech skills (comfortable with Microsoft Word and Outlook, and able to learn new systems).
• A calm, helpful attitude even when things get busy.
• A proactive, solution-focused mindset with a passion for helping others.
• The ability to stay organized, multitask, and stay cool under pressure.
• Experience in financial services, banking, or credit unions is a plus.
• Great communication, listening, explaining, and being awesome with people.
• Bilingual (English/Spanish) skills are preferred but not required.

WHY YOU'LL LOVE IT HERE: 

• Flexible hybrid schedule – a mix of remote and in-office work.
• People-First Culture – Supportive, member- and employee-focused environment.
• Career Growth – Opportunities for training, mentoring, and development.
• Competitive Pay & Incentives – Earn more with performance-based rewards.
• Comprehensive Benefits – Health, dental, 401(k) match, PTO, and more.
• Work-Life Balance – Respect for your time and personal life.
• Mission-Driven Work – Help members achieve real financial goals.
• Inclusive & Welcoming – Diverse, respectful, and empowering workplace.
• Stable & Trusted – Long-standing, well-led organization.
• Modern Tools – Use up-to-date technology that supports your success.
• Community Involvement – Be part of giving back to local communities.

YOUR NEXT OPPORTUNITY STARTS HERE!

If you're ready to build a career where you make a difference every day and grow with an organization that values you, apply now and become part of something great at Sharonview.

EDUCATION & EXPERIENCE

• A minimum of 1 year of customer service experience is required.
• Collection experience is preferred.
• Call center experience is a plus.

Physical Demands

• Primarily sedentary work that involves extended periods of sitting/standing, with extensive computer use.
• Repetitive motions involving the wrists, hands, and fingers.
• Light physical tasks, including lifting and moving objects up to 20 pounds.
• Requires consistent verbal communication and active listening.
• Regular interaction with others through various means, including voice, email, and messaging platforms (e.g., Teams).
• Occasional movement to complete tasks or transition between worksites.
• Hybrid role that requires reporting to the office as requested.

Additional Information

• The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the position. All employees may have other duties assigned at any time.

• Sharonview complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, please contact Employee Services @ 800.462.4421 or via email to Human Resources at [email protected]