In this role, responsibilities will include providing information, assistance, and support to staff, IRA/HSA owners, prospective IRA/HSA owners, and HSA employer groups, regarding all facets of Health Savings Accounts and Individual Retirement Accounts. Candidates will possess the ability to collaborate within the department and the organization. The successful candidate will be able to communicate IRA/HSA transactions, problem & research results, and IRS rules. Additionally, he/she will interact directly with members, internal team members and other financial institutions, when applicable. The successful candidate will be professional, organized, and adaptive.
Patelco Credit Union is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status or disability.