IRA Representative I/II

In 1964, OE Federal Credit Union opened its doors to serve union members with a simple goal of providing a better alternative to banks. A credit union is more than a financial institution. We are a community, a family. Our teams are our greatest asset, we are energetic, dynamic, and passionate about assisting our members with financial wellness. Built on the foundation of union pride, OE Federal is a 1.4 billion company and the country’s largest labor-based credit union serving more than 115,000 members nationwide!

You will be responsible for expanding and maintaining the credit union’s relationship with members by opening new Individual Retirement Accounts (IRAs), performing transactions on IRAs, and providing related phone support to members and employees specific to IRAs.

To succeed in this position, you must be able to satisfactorily perform common occurrences of each of the following under direct supervision from your manager or Specialist:

• →Receive a moderate volume of incoming member and employee support calls daily.
• →Open, maintain and perform quality assurance reviews on IRAs.
• →Perform various IRA transactions such as contributions, rollovers, and withdrawals.
• →Manage end to end processing of deceased beneficiary IRA claims, including information gathering, documentation review, and claim submission.
• →Conduct regular reviews of IRA plans, transactions, and reporting to ensure ongoing compliance.
• →Support the preparation, review, and completion of annual IRA tax reporting and related regulatory reporting requirements.
• →Educate and cross-sell members on the credit union’s product and service offerings that can help them meet and exceed their financial needs.
• →Collaborate seamlessly with colleagues from across departments and branches to deliver optimal and efficient service to our members. Uphold a standard of professionalism actively fostering positive relationships internally and externally.
• →Develop and maintain a comprehensive understanding of the credit union’s products and services, ensuring compliance with applicable Federal and State laws, Credit Union banking regulations, and OE Federal Credit Union’s policies and procedures and current promotions.
• →Perform other related duties as assigned.

• High School Diploma/GED required.
• Excellent interpersonal, verbal and written communication skills required.
• Effective organizational, multi-tasking and prioritizing skills preferred.
• Proficiency with Microsoft Word, Excel and Outlook preferred.
• Bilingual in English and Spanish preferred.

OE Federal Credit Union offers competitive compensation.  The offered salary considers experience, education, training, internal peer equity, job location and other business considerations when extending an offer.  The salary outlined is based on working in Livermore, California. The salary range will adjust to the applicant's work location. In addition to competitive salaries:

If you think this job is the right fit for you, fill out our on-line application. Our application is pretty simple - upload your resume and answer a few job-related questions. When you have completed the application, your information will be sent to our recruiting team.  

OE Federal Credit Union partners with TQC to support our recruiting and hiring needs. TQC is a talent and acquisition firm acting as an extension of our HR team. When applying for a role with OE Federal, you may be contacted by TQC.