Deposit Support Supervisor | Full-Time

Job description

Description Primary Job Role: The Deposit Support Supervisor provides leadership and guidance to the Deposit Administration team, supports the Director of Deposit & Treasury Management Administration, and assists branch personnel and members with deposit-related functions. This role prefers demonstrated experience with Individual Retirement Accounts (IRAs) , including ensuring accurate processing, regulatory compliance, and proper documentation. Responsibilities include reviewing exception items, ensuring compliance, and maintaining accurate documentation and financial records. Functions and Responsibilities: - Supervise and support day-to-day operations of Deposit Administration staff. Coach, train, monitor workloads, objectives, and the performance of these employees. Provide feedback and recommendations regarding team performance to upper management. - Serve as the IRA subject matter expert on Traditional and Roth IRAs. Ensure accurate processing of IRA forms, account set-up, transfers, contributions, rollovers and age-specific distributions in compliance with regulatory requirements. Ensure completion of all IRS tax reporting obligations. Provide support for IRA owners and inte...