About the Position:Responsible for monitoring, maintaining, and servicing IRA plans and providing back-up support within the Deposit Operations Department to include the quality review of deposit accounts and handling calls in the call center. Duties and Responsibilities:Review daily new and maintained IRA plans, account data and documentation for accuracy. Maintain as needed. Perform daily review of IRA activity and transactions to confirm proper documents were obtained and tax reporting codes are accurate. Maintain as needed.Assist IRA customers and branches with inquiries and transaction requestsReview scanned IRA documents from branches dailyDevelop and manage QC processes and reports for retirement accountsAssist with training on IRA processes/documentation where necessaryProcess Federal backup withholdingReview and process tax reporting forms (1099rs and 5498s). Able to perform corrections where necessary Monitor and maintain Plan RMDs to include assurance of RMD notifications. Assist OAO and OLB customers via all channelsWork proactively with team and management to achieve daily operational goalsMeet productivity standards in accordance with Bank’s confidentiality policiesAssist customers in a non-discriminatory mannerComplete ongoing compliance training assigned by corporate trainer & managerAttend webinars and seminars to keep abreast of all industry changesConsistently meet or exceed scheduled tasksResponds to audit requests timely Manage and respond to E-mail and telephone messages timely Ensure compliance with BSA regulations (securing customer information, proper handling of shred bins, keeping desk tops and work area clear of customer information)Adhere to bank’s policies / procedures and staying abreast of changesCommunicate in a professional manner with internal customers and affiliatesRemain flexible and equipped to respond to the Bank’s continuity plan. Remain flexible and responsive to higher work volume days (Ex.rate campaigns)Support and perform additional duties and projects as assignedAssist with department and branch back-up duties as assigned by manager. About Crescent Bank:Crescent Bank began in 1991 as a small New Orleans based community bank. Today, Crescent Bank has a presence nation-wide and is on a mission to leverage technology to provide auto lending and savings access to consumers who may not be served by other traditional banking products.Crescent Bank prioritizes employee growth and advancement- both as employees and as individuals- through our core values and through the benefits we offer.Our Core Values include: Be a Team Player, Continuously Improve, Do the Right Thing, Put the Customer First, & Take OwnershipWe are proud to offer the following key benefits:Workplace flexibility for eligible positionsAll the insurance programs you’d expect- health, dental, vision, life, disability, moreMultiple types of paid time offRetirement program with company contributionPaid parental LeaveTuition ReimbursementPayroll on Demand- access your pay when you need it most. Additional Information:3 – 5 years of Back Office Operations 3 – 5 years with Deposit Account services and processes 2 – 3 years of retail branch / customer facing experience 1 – 2 years of Call Center Experience Expert understanding of banking technology, and third-party software solutionsExpert understanding of banking products, financial services, and regulationsProficient experience with Excel, Word, Outlook, Teams, and Adobe Excellent initiative and organizational skillsExcellent written, verbal and phone etiquette communications skillsEqual Opportunity Employer/Veterans/Disabled