Operations Specialist I - Time Deposit

This Operations Compliance Processor on the Time Desposits team handles IRA maintenance and tax reporting. This position  supports the compliance, accuracy, and maintenance of the Bank's information reporting systems. Complies with government agency or other company requests for client information such as account verifications. Performs a number of administrative processing duties to facilitate client service objectives. Ensures regulatory compliance and accurate reporting by reviewing business processes, documentation, systems, and accounts.

• Service - Answers inbound communications to service accounts, fulfill requests, or address issues. Determines target needs and provides resolution while maintaining a high standard of service.
• Operational Support - Performs various operational tasks that occur during customer, vendor, and associate inquiries. Streamlines the workflow for other associates within the business unit through operational activities.
• Documentation - Handles standard documentation associated with daily activities, which may include processing, reviewing, or distributing materials. Maintains and updates department records either physically or within a system.
• Business Proficiency - Provides knowledge in area of work. Reviews and maintains knowledge of any laws, regulations, and policies that affect specific job duties to produce work that is accurate, efficient, and compliant. Utilizes product, system, or process familiarity to resolve problems and handle customer requests.

High School Diploma or GED and 1 years of experience in Operations or Administrative

Additional Preferred Qualifications

Knowledge of IRA