Accounts Research Specialist- Endwell, NY

About Us

We're in the business of people helping people and you can help us change lives just by working here. Whether it's helping a member make a transaction, buy their first home, or improve their financial wellness one step at a time - you have an impact on their lives just by working here, no matter what your position may be.

Work with us - and be part of something bigger than banking.

In exchange for your time and talents, we offer generous benefits. After all, you make us awesome, so we take care of you with things like...

• Pension Plan, 401k Plan with company match
• Excellent health benefits
• Flexible Paid Time Off (PTO), Volunteer Time Off (VTO), and Wellness Time Off (WTO)
• 10+ paid holidays per year
• Lifestyle Spending Account stipend for wellness, caregiving, or personal expenses such student loans and tuition reimbursement
• Employee recognition program
  ...and more!

At Visions, we do, and will continue to, treat all of our employees fairly and with complete respect, regardless of race, ethnicity, gender, and any other differences. We strive to celebrate the diversity of our employees, as they are part of the fabric of this great credit union.

Title of Position: Accounts Research Specialist

Position Overview: As an Account Research Specialist, you will review, research, and monitor the processing of death claims utilizing account settlement, subpoenas/levies, and abandoned property. The Account Research Specialist also reconciles general ledgers associated with Member Operations' functions and serves as a resource and support for members and credit union staff.

Position Type: Full-Time. Regular shifts include Monday to Friday 8:00AM - 5:00PM.

Compensation Range: $20.00/hr. - $ 25.50/hr. *Hiring rates may be dependent on a number of factors, including years of directly related work experience, education, geographic location or special skills*

Location: On-site at our Corporate Headquarters in Endwell, NY.

Responsibilities/Duties:

• Review and annotate reports related to deceased depositors, levied/subpoenaed members, and unclaimed funds.
• Maintain comprehensive knowledge of account settlement, subpoenas, and unclaimed property.
• Review and maintain coded accounts for subpoena and death until subpoena is released, or deceased member's primary account is closed.
• Report unclaimed property per individual state laws.
• Provide resolution to inquiries from staff, members, attorneys, and agencies regarding essential functions.
• Subject matter expert in area of specialization.
• General ledger reconciliation regarding essential functions.
• Resolve incorrect entries, using basic accounting principles.
• Provide departmental back-up coverage as needed.
• Respond effectively to changing ideas, responsibilities, expectations, trends, strategies, and other processes.
• Demonstrate a commitment to diversity, equity, inclusion, and belonging through continuous development, modeling inclusive behaviors, and proactively managing bias.
• Perform other duties needed to help fulfil our mission, drive our strategy, and support our organization's values.
• Member of the merger and acquisitions team.

Minimum Qualifications & Experience:

• High school diploma with 1-3 years of related experience.
• Proficient in the Microsoft Office Suite programs.
• Proficient with standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines, PCs, etc.
• Visions remains committed to the aspects of diversity and inclusion and will consider alternative education and experience.

Preferred Qualifications & Experience:

• An associate degree preferred
• Previous financial or banking experience preferred.

We're more than banking. You can be, too. #ClaimYourSeat