Principal Activities/Duties:
*Open IRA accounts and follow through on the new account verification process.
*Acknowledge telephone calls promptly and courteously.
*Perform daily tasks such as CD Renewals, IRA branch verification, Bank by Mail processing, update withholding elections.
*Process retirement savings transaction requests through the teller system.
*Effectively deal with customers/back office employees who have service questions or problems in a professional, discrete, timely, accurate and courteous manner.
*Attend IRA training seminars.
*Participate at weekly staff meetings.
*Participate in various projects as assigned i.e. 1099R and 5498 corrections, Escheat refunds, and IRA Required Minimum Distribution payment updates, and annual IRA mailings.
*Other responsibilities as assigned.
Qualifications:
*High School Diploma/GED required. Some college a plus.
*Banking experience is required.
*Familiarity with Microsoft Word and Excel.
*Familiarity with retirement savings products helpful.
*Desire and ability to provide quality customer service.
*Ability to effectively communicate both orally and in writing with customers and bank employees.
*Must be an involved team player and positive acceptor of on-going change.
*Attention to detail and accuracy, good organization skills.
*Knowledge of IRA teller functions preferred.
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