Homeoffice IRA HSA Specialist
Tompkins Community Bank · Ithaka, NY, Vereinigten Staaten Von Amerika · Remote
Details zum Jobangebot
OverviewAssist in performing operational and customer support duties related to Individual Retirement Account (IRA) and Health Savings Account (HSA) products and services; direct internal and external customer service contact; maintain current Internal Revenue Service (IRS) compliance knowledge related to products; serve as a resource to customer service personnel; maintain current knowledge related to IRA/HSA products on the core system; review and process documents received from customer service personnel; assist with special projects as needed.
Responsibilities
General Function
- Perform operational duties related to IRA and HSA functions:
- Perform system account maintenance.
- Communicate system and compliance issues with branch personnel.
- Assist with tax reporting on IRAs/HSAs.
- Maintain IRA/HSA knowledge of rules, regulations and best practices by attending professional development courses, webinars, classes, conferences, etc. as approved or requested by VP Operations Manager.
- Work with IRA and HSA documents coming through document workflow system to archive or forward to team to be worked.
- Pull reports (excess contributions, RMD, deceased customer, etc.) and take any follow through action. As outlined in the IRA/HSA back office procedures.
- Assist with any special projects and mailings to IRA/HSA accountholders.
- All other duties as assigned.
- Assist Call Center and Branch staff with navigating the 3 HSA portals.
- Communicate with appropriate personnel to ensure consistency in product.
- Communicate with internal and external customers as appropriate.
- Work with IRA/HSA Administrator to assist Learning & Development Department with branch training for IRAs and HSAs.
- At the direction of the IRA/HSA Administrator, participate in testing new systems, upgrades, and products.
- Partner with IRA/HSA Administrator to maintain procedural documentation for products (front and back office).
- Serve as back up to IRA/HSA Specialist II in his/her absence.
- High School Diploma or GED required. An Associate’s Degree in business related field or equivalent experience preferred.
- Minimum of one (1) years’ IRA/HSA experience or formal training in the field is preferred.
- Proficient analytical and problem-solving skills.
- Effective communication and interpersonal skills.
- Excellent computer and data entry skills.
- Moderate report writing abilities.
- Demonstrate a willingness to learn.
- Ability to work independently within a fast-paced team environment.
- Ability to work occasional evenings and weekends
- Microsoft Word, Microsoft Excel, Core banking system, OnBase, Internet and Intranet based program experience preferred.
- Medical
- Dental
- Vision
- 401(k) Match
- Profit Sharing
- Paid Time Off
- 11 Holidays
- Tuition Reimbursement
- Free Parking throughout Tompkins Community Bank
- Employee Referrals
Tompkins is committed to a policy of Equal Employment Opportunity ("EEO") with respect to all team members and applicants for employment and a work environment free from discrimination (including unlawful harassment) based on race, color, religion, sex, sexual orientation, transgender status, gender non-conformity, gender identity, gender expression, national origin, age, marital status, domestic violence victim status, disability, predisposing genetic characteristics, military or veteran status or status in any group protected by federal, state, or local law.
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Pay Range
USD $18.40 - USD $22.50 /Hr.
