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Responsible for performing and monitoring all functions associated with processing the bank's CD/IRA portfolio and ensuring that all regulatory, compliance, and control requirements are adhered to as per the bank's policies and procedures.

• Processes CD/IRA account maintenance, transfers, distributions and closures according to government regulations and company policies

• Accurately process and balance all debit and credit transactions daily to the general ledger

• Monitors opening and closing of accounts, account distributions and rollovers

• Monitors customer accounts for over-contribution and early distributions in order to adhere to federal regulations

• Inputs all educational IRA's and beneficiary accounts to the bank's core application

• Monitors all beneficiary accounts to ensure adherence to the state and federal rules and regulations

• Performs mandatory distributions that have reached the appropriate age as determined by the current Life Expectancy Tables

• Researches complex transactions to resolve customer questions or disputes

• Calculates and performs interest rate adjustments

• Reviews year-end IRA Statements of Condition and tax reporting documentation for accuracy, making necessary corrections before mailing to the customer

• Performs required tests of SOX 404 control activities and provides documentation to and participates in ongoing reviews with the Internal Controls Group

• Performs account research to satisfy subpoenas

• Provides assistance and training aids to Branch Solutions and Retail Branches

• Performs Stop Payment/re-issue of interest/distribution checks

• Conducts new associate training within CD/IRA Service Area

• Assists systems analyst with conversions and application upgrades

• Manages all escalation requests; assists with volume, as needed

• Assists management in monitoring team attendance; notifies management when occurrence threshold is exceeded

• All other duties/special projects as assigned

• Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.

None

• High School Diploma or GED; Associate's Degree preferred

• 3 years of experience in the CD/IRA Assistant position or similar type work

• Exhibits strong verbal and written communication skills

• Knowledge of current Exception Items processing system (DSS Trips) requirement in order to correctly perform return item decisions / entries. Close attention to detail is critical

• Proficient operation of Microsoft Office Products such as Outlook, Word, Excel (intermediate level),

• Excellent verbal and written communication skills in order to communicate effectively with customers and bank personnel

• Must be able to establish and maintain a high level of credibility with all levels of internal and external customers

• Detail oriented

• Excellent organizational and planning skills

• Ability to formulate sound conclusions and recommend optimal course of action based on analysis

• Ability to work under stress and meet deadlines

• Ability to operate a keyboard if required to perform the essential job functions

• Ability to read and interpret a document if required to perform the essential job functions

• Ability to travel if required to perform the essential job functions

• Ability to lift/move/carry approximately 5 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.