Connexus Credit Union - Who We Are:
Serving members across all 50 states, Connexus Credit Union is a member-focused cooperative that is proud to return profits to member-owners through high yields for checking accounts and deposit products, as well as competitive rates on our loans. We are a remote first employer with the majority of our employees residing in the upper Midwest.
As an employer we foster collaboration and high performance to achieve excellence. We holistically care for and develop our employees to thrive personally and professionally. We are proud to share our success with our employees and those we serve.
Connexus offers an Amazing Benefits package:
20 days of paid time off and 8 paid holidays
16 hours of paid Volunteer Time Off
401K Retirement with up to 6% employer match
Excellent Health, Dental, Vision insurance, including multiple plan options
Health Savings Account with generous employer contributions
Employer paid Life insurance, Short-Term and Long-Term Disability
Tuition Reimbursement from $4,000 - $7,000 per calendar year
Robust Learning and Development program that includes an annual professional development stipend
About the Role:
Our Specialty Accounts team members are experts in a variety of accounts such as IRAs, Estates, HSAs, and Trusts. These individuals also work on the fiduciary and deceased accounts at Connexus and work with our members with any maintenance needed. If you have a hunger to learn and positive energy, join us for bankers' hours with teams and leaders who want you to be your personal and professional best.
Responsibilities:
Responsible for maintaining and closing Individual Retirement Accounts; ensures that all requests comply with applicable laws, rules and regulations; assist new and current members with IRA transactions such as contributions, distributions, transfers, rollovers & conversions.
Responsible for all aspects of deceased member accounts, including communicating with survivors to obtain necessary documentation and complying with applicable laws with respect to the wishes of the estate administrator or personal representative.
Responsible for assisting members with the funding of new Health Savings Accounts; assisting new and current members with HSA transactions such as contributions, distributions, transfers, rollovers & conversions.
Responsible for the review and maintenance of member trust, business, organizational, guardian, rep payee, custodian, and estate accounts (includes all specialty accounts).
Assist with training and questions regarding specialty accounts within the Member Services department and all other departments effected by Specialty Accounts including presenting informational topics and training at Member Services Meetings, providing training material for the Learning Hub and notifying effected departments of procedural changes pertaining to them.
Responsible for verifying and auditing specialty account forms and transactions done by other individuals.
Responsible for reviewing and verifying documents pertaining to specialty accounts including Certificate of Trust, POA, Probate, Business, Custodial, Guardianship & Rep payee documents.
Remains informed and knowledgeable on all credit union products and services this includes participating in job related educational programs.
Position Requirements:
This position is Remote.
1+ years of related experience is Required.
Uses normal courtesy and workplace professionalism. Interacts with co-workers and members. Demonstrates behaviors that support our values and culture.
IRA and HSA certifications, preferred with the ability to acquire certifications in the future.
Evidence of the ability to organize work and establish priorities as well as demonstrate a thorough understanding of financial products, member services and operations procedures.
Knowledge of IRAs and HSAs including applicable laws, rules and regulations.
Ability to make informed decisions on the authenticity of documents pertaining to Specialty Accounts and how to proceed with the opening and maintenance of these accounts.
Connexus Credit Union's Employer Recognitions:
2024 Best in Class Employer, Gallagher
2025 Best Place to Work in IT, Computer World
Equal Opportunity Employer/Disabled/Veterans/41 CFR 60–1.4, 41 CFR 60-1.35
Top Skills
What We Do
Our Commitment to Employees:
We foster collaboration and high performance to achieve excellence. We holistically care for and develop our employees to personally and professionally thrive. We are proud to share our success with our employees and those we serve.
Serving more than 477,000 members nationwide, Wausau, WI-based Connexus Credit Union is a member-owned, not-for-profit financial cooperative with $5.0 billion in assets and more than 700 employees. We proudly give back to our members through high yields on deposit products, competitive loan rates, and minimal fees. We’ve been nationally recognized for excellence by Forbes Advisor, NerdWallet, Kiplinger, and Bankrate.
Our organizational values of Integrity, Respect, Synergy, Transparency, and Wellbeing influence all we do. Whether it’s an email from one employee to another, helping a member in a branch, or volunteering in one of the many communities we serve, we interact with dignity, kindness, and professionalism. We strive for transparent, honest dialogue and highly value the collective power of our team.
Our vision is to be a nationally relevant, trusted credit union, providing exceptional experiences and fostering prosperity for those we serve. We strive to earn and maintain our members’ trust and ensure they feel supported and appreciated at every touchpoint. We also support our communities through our philanthropic program, Connexus Cares. Founded in early 2019, Connexus Cares has donated over $12 million to charitable organizations nationwide.
At Connexus, we’re dedicated to sustainable growth while delivering exceptional experiences. We do this, in part, by fostering a culture that values employees as our most important asset.
We’re excited to remain at the forefront of the credit union movement as we continuously demonstrate our values, embrace our digital future, and strengthen our national relevance. Please explore all Connexus has to offer at ConnexusCU.org
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