Has responsibility for opening new accounts and processing member wire requests, servicing individual retirement accounts (IRA), updating share accounts, setting up ACH withdrawals, blocking lost debit and credit cards and processing deceased member accounts. Monitors system reports, as assigned. Ensures that all IRAs are managed properly and in compliance with state and federal regulations.
Minimum Education: Associate's degree, Combined experience/education as substitute for minimum educationMinimum Experience: 2 yearsMinimum Field of Expertise: Customer or financial services experience. Strong knowledge of banking regulations including Regulation E, NACHA rules, Bank Wire Transaction Requirements, Red Flag/ID Theft requirements, US Patriot Act, and IRAs. Excellent interpersonal, communication and customer service skills. Strong organizational skills. Demonstrated proficiency in basic computer applications.
USC’s Viterbi School of Engineering has been one of the economic engines in Southern California and a vital hub in the California economy. The technical innovations and ideas generated by the Viterbi faculty and research community have resulted in countless innovations, many becoming the foundations for new companies, products and services. The thousands of students graduating each year bring new ideas and vitality to companies in California and beyond. With an annual research budget exceeding $205M each year, more than 46 research centers and institutes, more than 180 faculty members, 7,800 students and over 60,000 impassioned alumni world-wide, the Viterbi School is addressing some of the world’s great challenges.