Job Description

Who you are...

You are a caring and detail oriented individual that excels at handling sensitive situations. You understand the importance of the accurate handling of processes Subpoenas and Deceased Accounts in a timely manor. You are passionate about helping people, value integrity, and always doing what is right.

Interested in finding out more? Of course you are! Here’s a taste of how you’ll make your mark with us.


A typical day might include the following...

Process subpoena requests and deceased accounts, researching and pulling documents to support request within regulatory guidelines.

Answer calls from members, internal partners, and assist with needs.

Respond to calls and emails from members, external clients, and internal partners regarding documentation and other requests.

Maintain and process transactions relating to deceased and trust accounts and invoice payments.

Track and report the progress of all daily work.

Perform other job-related duties as assigned.


This role might be for you if you have...

1 year of Financial Institution Experience.

Excellent written/verbal communication skills.

Must be able to maneuver within multiple operations systems simultaneously.

Working knowledge of Microsoft Office applications.


Bonus points if you have...

Subpoena and/or account research experience.

Experience providing telephone support to branches, departments, and other financial institutions and processing partners/vendors.


About Us...

We are considered leaders in the local credit union space, and we are growing like crazy. We’ve got a culture focussed on smarts, kindness, continuous learning...and our people love it. A full 93% of our employees would recommend us to their friends. Come find out why! Learn more at


We are proud to be an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.


Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!

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