Job description
This position can be based out of any of our 22 branch locations: Bethany, Gallatin, Jamesport, Gilman City, Albany, Pattonsburg, Trenton, Chillicothe, Lamoni, IA, Carrollton, Boonville, Beaman, Maysville, Osborn, Buffalo, Oregon, Cameron (north or south), Hardin, Fayette, Salisbury or Columbia!
Duties and Responsibilities:
- Perform all transactions efficiently and accurately, in accordance with IRS rules, and established policies, standards and security procedures for correct IRS reporting.
- Set up and open accounts for HSA and IRA including transfers, rollovers and other servicing account requirements.
- Perform routine maintenance on existing IRA accounts (including adding and removing beneficiaries, calculating and verifying RMDs, and conversions).
- Ensure account openings are completed according to established guideline within policies and procedures including IRS guidelines and eligibility requirements.
- Posts IRA and HSA employer/employee payroll group contributions as specifically indicated on employer/employee contribution list.
- Prepare distributions, rollovers, conversions, claims, and closures in accordance with government regulations and financial institution policies.
Qualifications:
- High School diploma or GED.
- 3+ year’s banking experience required. Knowledge of IRA and HSA products, features and services. General understanding of regulatory requirements and comprehensive understanding of reporting standards as well as banking products.
- Demonstrate effective time management and computer skills.
- Outstanding ability to track and organize multiple tasks.
- Ability to solve problems, apply critical thinking skills and suggest procedural efficiencies.
Visit www.btcbank.bank to learn more!
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