Account Representative

Job Title: Account Representative

Position Location: Raleigh, NC. Hybrid Position, must live locally.

Job Summary:

The Account Representative supports the financial management and daily operations of the Credit Union by resolving member account issues and requests through multiple service channels, including phone, email, and mail. This role maintains and processes transactions across share accounts, general ledger accounts, and loan accounts, ensuring accuracy, compliance, and a high level of member service.

As a key contributor to the Coastal team, your responsibilities will be:

• (50%) Wire Processing Within Policy Limits:
  • Process outgoing domestic and international wire transfers via phone in accordance with established policies and procedures.
  • Process incoming wire transfers accurately and within required timeframes.
  • Research and resolve wire processing issues, ensuring accuracy, compliance, and timely resolution.

• (30%) Account Maintenance-Accuracy & Member Support:
  • Accurately process high-volume transactions while maintaining quality and compliance standards.
  • Research and resolve member account issues and concerns in a timely and effective manner.
  • Respond to member inquiries related to accounts, tax forms, statements, and check copies through appropriate channels.
  • Handle mail requests, as well as member and employee inquiries, in accordance with service standards.
  • Review and process electronic requests with accuracy and timeliness.
  • Process requests, Verification of Deposit (VOD), change of address, Deluxe check orders, and Medicaid/SSN verifications.
  • Research and respond to Deposit Services-related requests, including garnishment, levies, WRITs, Subpoenas, and court orders ensuring compliance with applicable laws and internal procedures.

• (20%) IRA Processing-Regulatory Compliance:
  • Process IRA and HSA transactions, including withdrawals and contributions, in accordance with IRS regulations and internal policies.
  • Maintain knowledge of IRS regulatory changes, contribution limits, and reporting requirements to ensure ongoing compliance.

• One year of call center or account processing experience within a financial institution.
• Data entry experience required, with strong accuracy and attention to detail.
• IRA transaction experience preferred.
• Experience processing domestic and/or international wire transfers preferred.

• High School diploma or equivalent

Essential cognitive/physical/social requirements of position:

Must be able to learn and retain information; resolve problems and think sequentially; remain in a stationary position; constantly operate a computer; and converse with others on a continual basis.

For consideration visit . You can also scroll back up to the top of this page to the "Apply Now" section.

Deadline for Application: All resumes must be received on or before 7/10/2026

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Coastal Federal Credit Union is committed to providing reasonable accommodations to applicants who may have disabilities. If you need special assistance or an accommodation in applying for employment, please contact our HR department at View email address on click.appcast.io. Request for reasonable accommodation will be considered on a case by case basis.

"It's our duty to create a workplace and company culture where everyone feels heard and valued, and is appreciated for their unique backgrounds, experiences, and perspectives. At the end of the day, what truly matters is that every person who walks through our doors believes that they are an integral part of our team and can bring their best, true self to work each day. Building a culture of inclusivity means creating an environment where everyone thrives and succeeds together."

-Tyler Grodi, CEO

VEVRAA Federal Contractor

Equal Opportunity/Affirmative Action Employer

Minority/Female/Disability/Veterans