Deposit Account Servicing - IRA Certificate Sr Specialist

Job description

TITLE: IRA CERTIFICATE SR SPECIALIST: STATUS: NON-EXEMPT: REPORTS TO: SUP - IRA CERTIFICATE: DEPARTMENT: DEPOSIT ACCOUNT SERVICING: JOB CODE: 11640: PAY RANGE: $27.97 - $34.00 HOURLY: GENERAL DESCRIPTION: As an experienced IRA Certificate Senior, you will be involved in managing and overseeing the financial and account-related aspects of complex IRA’s, IRA Rollovers, IRA Transfers, IRA Withdrawals, Required Minimum Distribution (RMD) and IRA Term-Savings Certificate products. Responsible for researching and responding to complaints, escalations, and quality control findings and leading projects that involve IRA improvement. Support validation and testing new IRA solutions while being intentional towards digital innovation and solutions. This senior level position plays a crucial role managing IRA work assignments, daily reporting, and Data Change review to maintain the highest standards of accuracy and efficiency. The IRA Certificate Senior Specialist should have an advanced understanding of financial regulations for IRA’s and Certificates and escheatable accounts that will enhance the decision-making process. This role requires advanced knowledge of Dormant account handling and th...