Special Account Representative I

The Special Accounts Representative I will be responsible for reviewing and working all online accounts through L360, ensuring that all documentation aligns with the new account opening process. The Special Accounts Representative I is responsible for backing up and facilitating a variety of tasks related to complex member accounts including, but not limited to, deceased member accounts, estate accounts, trust accounts, accounts with a Power of Attorney, and digital account opening. The position also works with legal counsel and maintains direct member contact to facilitate account openings and/or changes.