IRA Operations Specialist

Centier Bank
US - Indiana - Merrillville
January 26, 2025

Minimum Hourly Rate:

$19. 00

Recognizing and valuing diversity strengthens our ability to attract, retain and engage associates and reinforces our relationship within our communities. Our associates are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge and talent that our associates invest in their work represents a significant part of not only our culture, but our reputation and company's achievement as well.

A Centier Associate is someone who embodies a servant heart, is unaccepting of anything less than remarkable service, and is self-motivated and driven to deliver exceptional results.

What are our values? Our Corporate values are Caring, Loyalty, Integrity, Friendship, Fun. who wouldn't want to work for an AWARD-WINNING company that's built on these pillars?

What about the perks? Access to our Marathon Health Clinics which provide FREE visits & prescriptions, Generous Paid Time Off benefit, Tuition Reimbursement, 401K match, Associate Stock Ownership Plan, Daycare Reimbursement, FREE Onsite Fitness Center/Fitness Reimbursements, Health and Wellness Programs, the ability to have a voice with our Diversity/Equity/Inclusion Council, Career Growth, Work/Life Balance, AND MORE.

This department typically works between 7am-5pm Monday-Friday. Supervisory Duties None

Summary: This position exists within a processing environment that requires consistent attainment of Centier's "Essentials of Excellence. " Associate continually works with peers and Managers to improve efficiencies, quality, and solutions to operational issues.

Essential Duties:

This position is accountable for performing specialized IRA/Saving Bond/Tax administrative duties. This includes, but is not limited to, inputting and uploading new accounts, performing file maintenance on existing accounts, verifying all documentation is complete and accurate, contacting branch personnel regarding corrections, answering all associate and client inquiries, processing scheduled payments of IRA distributions, and reviewing/correcting/mailing regulatory documentation including IRS forms 1099-R and 5498.
Verify the accuracy of Savings Bond Redemption forms and enter them into EOY system or verify entries made by another associate on the team.
This position is also accountable for insuring non-resident alien accounts are coded as such and required documentation is on file.
Determining what adjustments need to be made when GL suspense accounts are out of balance for IRA.

Other Duties:

The associate must be willing to cross-train in other functional processes within the department as needed.
The associate will assist the IRA/Tax Administrator with preparing training materials to facilitate training to bank associates for growth and career advancement.
Provide support to the IRA/Tax Administrator with EOY reporting and balancing and with any special projects.

Knowledge, Skills, and Abilities:

Possess a positive, upbeat attitude
Detail oriented
Excellent verbal and written communication skills. Able to speak clearly and fluently by phone.
Strong PC skills
Must work well in a team environment
Extensive functional training and flexibility to deadlines and workloads will be required

Minimum Qualifications:

High school degree or equivalent
2 yrs. work experience in IRA banking preferred

Internal Pay Level 6

What do I do now?

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Disability Accommodation Statement
Centier Bank is an Equal Employment Opportunity/Affirmative Action employer and is committed to providing reasonable accommodations to individuals with disabilities in the employment application process. If you need an accommodation due to a disability to use our online system to apply for a position at Centier Bank, please call us at *** or send us an email at hrcareers@centier. com.

Equal Opportunity Employer: Disability/Veteran
Centier Bank is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Member FDIC

Read the full job description and apply online on the recuiter's web-site

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