Careers
We’re growing. Come join the OTIS team! We are committed to providing our members with market leading rates and personalized service, and to giving back to our communities.
Member Specialist
We are seeking a highly motivated, reliable, and friendly Member Specialist to join our team. This role involves assisting members and potential members with their Credit Union needs as well as handling IRA-related duties. The ideal candidate will have strong communication skills and the ability to handle multiple tasks simultaneously.
Schedule
Monday-Friday 8:20am-5:00pm
Benefits
- Medical, Dental, Vision, Life insurance
- Short-term and Long-term Disability – 100% employer paid
- 401(k) with employer match
- Generous PTO and paid holidays
- Paid volunteer time
- Competitive pay
- Tuition reimbursement
Essential Functions & Responsibilities
- Answering member phone calls.
- Assisting members with opening accounts and answering questions about ancillary products, including IRAs.
- Processing IRA transactions, such as rollovers, transfers, and adjustments.
- Administering the Credit Union’s IRA program, including sending mandatory notices, reviewing IRA-related tax forms for accuracy and compliance, and approving transmission of IRA-related tax files to the IRS after verification.
- Performing other related duties, such as sending faxes and maintaining member account information.
Knowledge & Skills Required
- Experience: 1-3 years of similar or related experience
- Education: High school education or GED
- Interpersonal Skills: Work involves personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a high degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Please submit a cover letter and resume detailing your relevant experience. Applicants may submit their documents by email to employment@otisfcu.coop; by mail to PO Box 27, Jay, ME 04239; or in person at 170 Main Street in Jay. OTIS FCU is an Equal Opportunity Employer.
Please Note: This job description is not a complete statement of all duties and responsibilities comprising the position.