Member Services Representative Legal

Description Job Category Operations Employee Type Regular Full Time Required Degree High school Manage Others No Join Our Team For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine as one of America’s Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation’s leading credit unions. As we expand our reach across the country, we remain focused on being both a Best Place to Bank and a Best Place to Work. From part-time roles to executive leadership positions, Teachers offers a wide range of meaningful career opportunities. Summary Responds to calls received from members, attorneys, and branch/other department staff, monitors and processes restrained accounts, and processes levies, Subpoena Duces Tecums, death claims, guardianship accounts, restraining notices and subpoenas. Ensures that all work is reviewed and approved prior to processing and all required information is entered into the appropriate system/log in an accurate/timely manner. Education and/or Experience A high school education or GED required Oral/written communication, mathematical, problem-solving, multitasking, computer and internet skills, and telephone etiquette required Knowledge of Microsoft Excel and Word required One year experience in a banking or legal environment preferred Knowledge of legal terminology and applicable laws/regulations/reporting requirements, banking policies, procedures, practices, protocols, systems and programs preferred Job Responsibilities Monitor restrained accounts for withdrawals and debits to ensure available balance is maintained. Handle exemption claims and releases, receive required documentation and approval, remove flags, and mail notifications to members and attorneys. Process restraining notices and levies Review Subpoena Duces Tecums, inform attorneys of fees, research/copy requested member information and statements Receive death claims, ensure all necessary paperwork is included, create files, forward copies of death certificates to other Teachers departments as required, and close accounts. Send, following approval, required letters and distribute checks to beneficiaries/family members. Review paperwork required to establish Guardianship Accounts for completeness, inform the court of receipt, and create files. Notify the court when accounts are established and provide annual reports on account activity. Review Trust accounts by determining if they qualify and, following approval, make required changes Process restraining notices and subpoenas Fill out subpoenas, prepare notification letters and, following approval, mail them to appropriate parties Cross sell to members by advising them of other products and services that they can take advantage of and completing applications for Retail products/services. Perform other duties as needed upon request from immediate supervisor Benefits of Joining the Teachers Team This position is eligible for our annual discretionary bonus program. Some positions within the credit union also qualify for quarterly performance incentives Paid time off for vacation, personal days, and holidays 401(k) company contribution Teachers pays 100% of Dental & Vision premium Tuition reimbursement is offered to full-time employees Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers The good faith range for this position is $23.00 - $27.00 per hour . This range is an estimate, based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law. All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility. To learn more about Teachers and to view a full list of our job opportunities please visit #J-18808-Ljbffr Teachers-Federal-Credit-Union