SUMMARY:
Responsible for providing support for retirement accounts, time deposits, and health savings accounts. Works with Banking Center personnel to ensure the efficient and accurate processing of transactions. Monitors beneficiary changes to retirement accounts, reviews accounts for proper government reporting according to IRS rules and regulations, and processes requests for duplicate or corrected tax forms. Maintains and updates the deposit rate sheet and deposit rate tables.
CUSTOMER SERVICE SKILLS:
Willingness to provide a level of service which will clearly differentiate us from our competitors.
INTERPERSONAL SKILLS:
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions oriented manner.
Ability to interact effectively across all levels of the organization, including senior management, branch network, other departments and vendors.
Ability to accurately follow instructions, multi-task, listen attentively.
Detail oriented with good organizational skills.
Able to work independently and meet communicated deadlines.
Team player with a positive outlook
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Provides support and assistance to branches and customers via phone and email.
Monitors outstanding IRA and HSA documentation. Requests updates from branches as needed.
Tracks beneficiary changes and ensures proper documentation is received.
Conducts daily audits of IRA and HSA transactions.
Monitors reports of savings bond redemptions to ensure proper documentation is received and transactions are input correctly.
Prepares updates to the deposit rate sheet and to the core system rate tables.
Processes requests for duplicate or corrected tax forms related to deposit accounts.
Other duties may be assigned.
OTHER REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Demonstrated proficiency in basic computer applications such as Microsoft Office and ability to learn various applications.
Knowledge of FIS IBS Insight and other associated FIS applications preferred.
High school diploma or general education degree (GED) required. Associate’s Degree in Business Administration, Management, or legal field preferred.
Customer service and administrative experience preferred.
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled