Special Business Accounts Rep I bei Lake Michigan Credit Union

Job Title: Special & Business Accounts Representative I

Primary Location:  Grand Rapids, MI

Employee Status: Full-Time Hourly

Estimated Hours/Week: 38

Remote:  No

% of Travel for the Position: 0%

​What You’ll Get: (note varied offerings based on role and hours) 

• Weekly Pay 

• Comprehensive Health & Wellness package including Medical (with prescription coverage), Dental, and vision 

• Matching Health Savings Account Contributions, Dependent Care flexible spending account (FSA) 

• Retirement options like 401 (k) with company match and pension. 

• Paid time off: Vacation, Personal days, paid holidays, paid volunteer time, sick days, & flex time. 

• Tuition reimbursement 

• To see a full list of our benefit offerings – check out this helpful guide!
   

About this position: 

The Special & Business Accounts Representative I is responsible for the full administration and oversight of the Business and Special Accounts programs. This role provides expert knowledge and support to both members and internal staff, ensuring proper documentation, accurate processing, and full compliance with regulatory and institutional policies. The representative plays a key role in educating and guiding staff at all levels across the organization to maintain high standards of service and compliance for these specialized account types. In addition to account processing and problem resolution, this position mentors and assists in training staff and collaborates on projects that enhance operational efficiency and compliance.

What you’ll do: 

• Account Administration & Member Support 
  •    Administer all aspects of the Business and Special Accounts programs, including the processing of new accounts, special account types, and death claims. 
  •    Respond to inquiries from members and employees, providing expert knowledge and resolving issues with professionalism and diplomacy. 
  •    Deliver accurate guidance on account services, documentation requirements, and LMCU’s account management procedures.
• Compliance & Transaction Oversight 
  •    Manage and process all related transactions, including incoming mail/email requests, research, follow-up, error resolution, and death settlements. 
  •    Ensure compliance with internal policies and external regulations, maintaining proper record retention and implementing updates as legislative changes occur. 
  •    Audit branch-submitted documentation for accuracy and completeness; provide corrective feedback and procedural support as needed.
• Technology & Information Management 
  •    Utilize state and regulatory websites such as LARA and Sunbiz to verify and manage account documentation. 
  •    Partner with internal teams to update and maintain accurate and current compliance resources on the employee intranet.
• Training & Mentoring 
  •    Assist in the training and mentoring of Special & Business Accounts Representative I team members. 
  •    Support development and delivery of training content for credit union programs, including onboarding for Head Tellers and Member Service Representatives (MSRs).
• Reporting & Specialized Processing 
  •    Process monthly reports related to account documentation. 
  •    Calculate and disburse IOTA (Interest on Trust Accounts) and IOLTA (Interest on Lawyers’ Trust Accounts) interest payments to designated bar foundations.

What You’ll Bring:

• A minimum of one year up to three years of similar or related experience, including preparatory experience. Prior experience working in a financial institution is preferred.
• High school degree or equivalent is required.
• A significant level of trust, credibility and diplomacy is required. In-depth dialogues, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance.

Who We Are: 

We’re proud of our past, thrilled with our present, and couldn’t be more excited about our future! Lake Michigan Credit Union has grown to become one of the largest credit unions in the nation with our headquarters in West Michigan.
 

As a credit union, LMCU is a not for profit institution, owned by its members, instead of corporate stock holders. We are accountable directly to our members, and they directly share in our success – benefitting by lower and fewer fees, better savings and checking interest rates, lower cost mortgages and a host of other advantages that simply don’t exist at traditional banks.
 

It’s about always doing what’s best and right for our members - it guides everything we do.
 

From friendly, knowledgeable and professional employees who greet you by name, to offering stellar value at every turn, LMCU works for its members.

Working with LMCU you can grow and advance in your career and work with talented teams that help you become better each and every day.  As an employee you can have confidence in knowing your work is having an impact by supporting our mission of serving our members’ lifetime financial needs. 

You’ll be encouraged to innovate and excel and we're committed to your empowerment as an employee, providing ongoing training, development, support, and opportunities for you to achieve your career goals.

Have additional questions about the role?

You may email us at: [email protected]. 

LMCU is an Equal Opportunity Employer