ORNL Federal Credit Union ยท 9 hours ago
Special Account Representative II
Oak Ridge, Tennessee, United States
Full-time
Onsite
Mid Level
3+ years expORNL Federal Credit Union is seeking a Special Account Representative II to facilitate tasks related to complex member accounts. The role involves direct member contact, legal counsel collaboration, and ensuring timely service for various account types including deceased and trust accounts.
Customer ServiceFinancial ServicesNon Profit
Responsibilities
Works with members, personal representatives, and joint account owners to address account needs. Performs daily digital account opening, ensuring the queue is worked regularly and members receive timely service. Confirms eligibility for new account opening and properly authenticates digital applications
Provides accurate and timely information to employees and members by collecting, analyzing and summarizing information received from a variety of channels including legal documents. This includes reviewing Power of Attorneys and Trust documents and Deceased accounts. Participates in loss prevention by employing strategies that provide adequate protection for the credit union with respect to its interest in a collateral secured loan. Contacts each applicable department to ensure timely revocation of services/cards, protect assets, and file claims
Communicates with senior leadership and legal counsel as needed to advise on complex account situations. Performs other job-related duties as requested
Qualification
Required
Three or more years of experience in a financial institution is required
High School diploma or GED is required
Ability to analyze various data points and systems
Ability to balance workload, prioritize and multi-task throughout the workday
Must have strong computer skills with the ability to utilize various applications via desktop, tablet and mobile
Must be self motivated, with the ability to think independently and make independent decisions
Must be proficient with Microsoft 365
Preferred
One or more years of experience in Operations or Finance within a Credit Union environment is preferred
An Associates degree in a business related field is preferred
A paralegal certificate is preferred
Company
ORNL Federal Credit Union
ORNL Federal Credit Union is a not-for-profit financial cooperative that provides financial services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Colin Anderson
President & CEO
Jenny Vipperman, CMB
President & CEO
Recent News
2025-11-04
2025-11-04
Company data provided by crunchbase