IRA Specialist jobs in Springfield, MO

IRA Specialist develops IRA rate sheets and prepares transfers, distributions, rollovers, conversions, death claims, and closures in accordance with government regulations and bank policies. Maintains retirement records and is responsible for current and proper financial statements and reports. Being an IRA Specialist utilizes database or system to process transactions and retrieve information. May require a bachelor's degree. Additionally, IRA Specialist typically reports to a supervisor or manager. The IRA Specialist works on projects/matters of limited complexity in a support role. Work is closely managed. To be an IRA Specialist typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)

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Ira specialist
  • Central Bank
  • Osage, MO FULL_TIME
  • Job Description

    Assist customers and employees with respect to all IRA knowledge and products and provide back-up assistance to Customer Service Department.

    Daily maintenance on all IRA compliance. Assist customers with access into the Safe Deposit area, consisting of opening and closing safe deposit boxes.

    Conducts relationships and activities consistent with established Bank policies, procedures and systems, the corporate code of conduct, Bank Secrecy Act and all applicable State and Federal laws and regulations.

    Provide Legendary Service to customers and employees.

    ESSENTIAL DUTIES & RESPONSIBILITIES :

    Review daily IRA reports and Auditing on exceptions and maintenance for IRAs.

    Create and maintain IRA folders and file documentation.

    Assist customers and employees in contributions and distributions to / from IRA accounts.

    Open inherited IRA Accounts. Maintain and facilitate all necessary annual IRA training.

    Communicate any IRA training to employees when needed.

    Prepare necessary forms for proper completion of Bank Secrecy Act (BSA) requirements. Includes obtaining appropriate documentation from customers and non-customers.

    Maintain accurate Safe Deposit leases; new, closed or updated leases.

    Accurate reporting on the Safe Deposit Box System including billing, accepting payments and auditing the safe deposit boxes.

    Cross-trained support on customer service / teller functions to enhance the customer service level provided.

    Recognize customer needs and cross-sell bank products / services ensuring recommendations are customer centric to meet the needs of the customer.

    Make referrals to other lines of business for traditional and non-traditional products and services.

    Acquire and maintain thorough knowledge and understanding of compliance and regulatory issues relating to customer service areas ( Bank Secrecy Act, Regulation CC, E, DD, P, etc.

    evidenced by appropriate application of these regulations in day-to-day operations.

    Acquire and maintain thorough understanding and acknowledgment of security procedures and practice of established procedures.

    Understand role in case of robbery, whether victim or bystander, and know proper post-robbery procedures.

    Maintain neat and orderly work area and ensure that negotiable and confidential records are secured and / or disposed of properly.

    Consistently demonstrate proficiency in providing exemplary customer service in person and by telephone.

    Actively listen to our customers, and maintain a friendly, positive and professional attitude.

    Resolve difficult situations with tact and diplomacy.

    Look for creative ways to make customers feel appreciated and special.

    Additional duties as assigned by the supervisor.

    Requirements

    High school education or equivalent.

    Previous banking and / or customer service experience preferred.

    Basic math skills required.

    PC and typing skills required.

    Attention to detail required.

    Ability to maintain regular and punctual attendance.

    Strong customer relations skills and ability to communicate and work well with employees and customers in a cooperative and positive manner.

    Must possess good judgement skills and the ability to handle confidential information.

    Regularly required to sit, stand, walk, talk, see, and hear. Regularly required to hands, fingers, objects, tools, or controls and reach with hands and arms.

    Occasionally required to stoop, kneel, or crouch. Frequently lift and / or move up to 25 pound's. Occasionally lift and / or move up to 50 pounds.

    Specific vision abilities include reasonable vision requirements of daily computer and hard copy tasks.

    WORKING ENVIRONMENT :

    Regularly required to sit, stand, walk, talk, see, and hear. Regularly required to hands, fingers, objects, tools, or controls and reach with hands and arms.

    Occasionally required to stoop, kneel, or crouch. Frequently lift and / or move up to 25 pounds. Occasionally lift and / or move up to 50 pounds.

    Specific vision abilities include reasonable vision requirements of daily computer and hard copy tasks.

    Last updated : 2024-03-23

  • 3 Days Ago

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IRA and Safe Deposit Box Specialist
  • Central Bancompany
  • Osage, MO FULL_TIME
  • Assist customers and employees with respect to all IRA knowledge and products and provide back-up assistance to Customer Service Department. Daily maintenance on all IRA compliance. Assist customers w...
  • 5 Days Ago

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Specialist
  • Amazon.com Services LLC
  • Republic, MO FULL_TIME
  • One focus area of the Amazon Workplace Health & Safety (WHS) mission is to provide tools, resources, and environments that support safe, efficient, healthy behaviors and encourage employees to proacti...
  • 24 Days Ago

O
Specialist
  • OACAC
  • Springfield, MO FULL_TIME
  • Work Status : Full-time (40 hrs.), 8am-5pm Monday-Friday The CSBG Outcome Specialist is responsible for the supporting projects operated by the agency and Neighborhood Centers. The Outcome Specialist ...
  • 24 Days Ago

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Specialist
  • Army National Guard
  • Nevada, MO FULL_TIME
  • Job Description Firearms and other projectile weapons are only as good as the ammunition that goes in them. That makes the storage and distribution of ammunition - all ammunition - an undertaking of p...
  • 1 Month Ago

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Specialist
  • MERS Goodwill
  • Springfield, MO FULL_TIME
  • Required Travel : 50% Position Type : Hourly Full-Time Salary Range : $20.50 MERS / Missouri Goodwill Industries is looking for an energetic, self-motivated and professional Job Exploration Specialist...
  • 1 Month Ago

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0 IRA Specialist jobs found in Springfield, MO area

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Customer Support Specialist - Work From Home>
  • Zip
  • Nixa, MO
  • [Customer Service / Fully Remote] - Anywhere in U.S. / Up to $75K per year / Full health, vision & dental / Apple equipm...
  • 3/29/2024 12:00:00 AM

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FT Member Services Specialist - Work From Home>
  • Transcarent
  • Springfield, MO
  • [Customer Service / Fully Remote] - Anywhere in U.S. / Up to $30 per hour / Medical, dental, and vision / 401k match / P...
  • 3/29/2024 12:00:00 AM

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Customer Support Specialist - Work From Home>
  • Zip
  • Ozark, MO
  • [Customer Service / Fully Remote] - Anywhere in U.S. / Up to $75K per year / Full health, vision & dental / Apple equipm...
  • 3/29/2024 12:00:00 AM

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FT Member Services Specialist - Work From Home>
  • Transcarent
  • Nixa, MO
  • [Customer Service / Fully Remote] - Anywhere in U.S. / Up to $30 per hour / Medical, dental, and vision / 401k match / P...
  • 3/29/2024 12:00:00 AM

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Customer Support Specialist - Work From Home>
  • Zip
  • Branson, MO
  • [Customer Service / Fully Remote] - Anywhere in U.S. / Up to $75K per year / Full health, vision & dental / Apple equipm...
  • 3/29/2024 12:00:00 AM

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Breast Ultrasonography Expert - Breast Care Clinic
  • Coxhealth
  • Springfield, MO
  • Summary Best in Class Work Environment 5x Modern Healthcare Best Places to Work Americas Greatest Workplaces 2023 Newswe...
  • 3/27/2024 12:00:00 AM

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Human Resources Expert
  • Target Corporation
  • Branson, MO
  • Create a welcoming experience by authentically greeting all guests. Observe to quickly understand whether a guest needs ...
  • 3/26/2024 12:00:00 AM

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Human Resources Expert
  • Target
  • Branson, MO
  • Create a welcoming experience by authentically greeting all guests. Observe to quickly understand whether a guest needs ...
  • 3/26/2024 12:00:00 AM

Springfield is the third-largest city in the state of Missouri and the county seat of Greene County. As of the 2010 census, its population was 159,498. As of 2017, the Census Bureau estimated its population at 167,376. It is the principal city of the Springfield metropolitan area, which has a population of 462,369 and includes the counties of Christian, Dallas, Greene, Polk, Webster. Springfield's nickname is "Queen City of the Ozarks" and it is known as the "Birthplace of Route 66". It is home to three universities, Missouri State University, Drury University, and Evangel University. Springf...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Specialist jobs
$46,582 to $60,407
Springfield, Missouri area prices
were up 1.3% from a year ago

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