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Personal Banker – IRA Specialist

Job description

Summary/Objective

This position is responsible for managing the IRA portfolio, opening new deposit accounts, providing customer support, cross-selling additional products, and assisting customers with electronic banking products and services.

Essential Functions

1. Performs all functions of the IRA process. Prepares IRA openings, transfers, rollovers, distributions, amendments, death claims, and closures according to bank policy and government regulations. Maintains and reviews IRA records and is responsible for customer notifications, financial statements, and IRS reporting.

2. Opens and processes new deposit accounts

3. Cross-sells the bank’s products and services

4. Provides customer support by completing account-related requests, answering questions, and researching and resolving problems

5. Performs all account administration and maintenance including but not limited to, file maintenance, scanning review, and reporting

6. Assists customers with electronic banking products and services

7. Understands and complies with bank policies and related laws and compliance regulations

8. Assists with product promotions

9. Supports other bank employees with maintenance questions concerning customer accounts

10. Refers customers to other bank departments for products and services as appropriate

11. Consistently demonstrates appropriate interpersonal communication skills with customers, coworkers, and outside vendors.

12. Support various operational departments as needed

13. Follows all McIntosh County Bank policies and procedures

14. Regular and reliable attendance.

Job Type: Full-time

Benefits:

  • 401(k)
  • 401(k) matching
  • Health insurance
  • Health savings account
  • Paid time off

Schedule:

  • 8 hour shift

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