Operations Representative - Retirement Accts - Woodbury Office/Hybrid

Ideal Credit Union is honored to be recognized by Forbes as one of America’s Best-In-State Credit Unions for the fourth consecutive year. Additionally, Ideal was named a 2025 Best Places to Work honoree by the Minneapolis–St. Paul Business Journal. Ideal Credit Union continues to grow larger each year and currently has six offices located in Eagan, Hugo, Inver Grove Heights, North Saint Paul, Stillwater and Woodbury. 

Ideal Credit Union is a large Twin Cities credit union with over one billion in assets and six branch locations. We offer a wide variety of products and services including savings, checking, consumer loans, mortgage loans, online banking and investment services.

We have an immediate opening for an Operations Representative – Retirement Accts at our Woodbury Office/Hybrid. This individual will be responsible for supporting members and staff within the market with operational needs, and a proven knowledge of Ideal Credit Union’s processes and procedures as well as providing great service to members, potential members and staff while communicating effectively and professionally in each interaction.

Experience with IRAs and HSAs is required; experience with ESAs/Coverdell and DNA is preferred. 

Qualified candidates should have experience with administering tax-advantaged accounts ensuring appropriate and accurate records are maintained for all applications, maintenance and transactions. Qualified candidates must also have prior experience processing HSA and IRA transfers to or from other financial providers as well as experience processing death claims for all tax-advantaged accounts. Desirable qualifications include prior experience with creating, reviewing and updating necessary training materials as it relates to tax-advantaged accounts or processes related to Operations; in addition, experience maintaining a general knowledge and understanding of safe deposit boxes, business and specialty account processes as they relate to Operations to serve as a back-up when needed is helpful.

If you are interested in this position, please complete the online application at: 

https://www.idealcu.com/employment-opportunities

The starting rate of pay is $24.15 - $25.66 per hour.

Excellent benefits including health/dental insurance, personal leave, tuition reimbursement, life insurance and retirement. 

Ideal Credit Union is an Equal Opportunity Employer, and as such affirms the right of every person to participate in all aspects of employment without regard to race, religion, color, national origin, citizenship, sex, sexual orientation, gender identity, age, veteran status, disability, genetic information or any other protected characteristic. If you are interested in applying for employment and need special assistance or accommodation to apply for a posted position, contact our Human Resources department via phone (651) 747-8910.

We maintain a drug-free workplace and perform pre-employment substance abuse testing.                                        

If you have any questions, please call Human Resources at (651) 747-8910.