Account Specialist

Account Specialist

Chicago, IL, USA

Full Time

Job Description

The Mission Investment Fund's primary purpose is to support the establishment and growth of ELCA congregations, synods, and affiliated ministries. This is accomplished by providing loans, income producing investment opportunities and consultative services via the various products offered by the Mission Investment Fund.

The Account Specialist position will assist customers with account opening and account maintenance; manage online services; and assist with other MIF features and services/account maintenance through quality customer service. Provide excellent customer service to all ministries of the ELCA and our member investors.

Job Responsibilities

• Through both the MIF Call Center and Account Relations teams as assigned, provide superior customer service to existing and prospective customers, responding to general and product inquiries, resolving customer issues, assisting customers with electronic services, and identifying cross-selling opportunities for MIF products/services.
• Assist customers with account opening and account retitlement.
• Manage online services which includes approval of bill pay enrollment, monitoring secured email, monitoring online account opening and monitoring customer service email.
• Perform account servicing functions, including: Order debit cards and mail-in check orders, Receive and manage Trust and Estate paperwork and Title investments, Handle changes of signers. Maintain specialized customer accounts (e.g. retirement savings, MIF4Kidz).
• Close and pay out deceased investor accounts to beneficiaries. This involves handling more complex situations which includes responsibility for direct communication with attorneys.
• Monitor accounts for fraud.
• Stay abreast of MIF products and services, as well as state compliance for account openings.
• Other duties as assigned, including but not limited to providing backup for Lending Specialist and IRA Specialist positions.

Travel. Able to travel by plane and car as needed.

Physical Effort. While performing the duties of this job, the employee is regularly required to talk and hear, use hands and fingers to operate a computer and telephone. This position requires sitting for long periods of time. Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions.

Experience and Skills

Bachelor's degree preferred or a combination of experience and education

3-5 years of experience in a depository institution or equivalent experience, including dealing with retirement accounts.

3-5 years of Call Center experience required, preferably in banking or Credit Union environment.

Strong knowledge of related state and federal banking compliance regulations and operational policies, preferred.

Comfortable handling difficult problems involving multiple facets and variables.

Strong customer service and interpersonal skills, as well as excellent verbal and written communication skills.

Able to adapt quickly to computer programs and advanced knowledge of Microsoft Office Suite