LIBERTY FEDERAL CREDIT UNION
Evansville, Indiana, United States
(on-site)
Posted
7 days ago
Job Function
Other
Description
Liberty FCU, a full-service credit union, is currently seeking applicants for an IRA/HSA Representative to join the Deposit Operations Team. This position will be located at 4407 Theater Drive, Evansville, IN. The successful candidate must be detail-oriented and possess superior time management skills. Candidates must be available to work Saturdays on a rotating basis. If you are interested in this position, please proceed by clicking Apply.
Duties and Responsibilities include but are not limited to:
- Answer internal and external Deposit Support phone calls.
- Respond to internal and external Deposit Support emails.
- Perform Individual Retirement Account and Health Savings Account duties:
- Assist with IRA and HSA duties as needed.
- Assist with beneficiary IRAs.
- Assist with IRA and HSA pending files.
- Assist with reviewing IRA and HSA transactions for compliance.
- Maintain knowledge of IRS rules and regulations in relation to IRAs and HSAs.
- Perform the following duties of the certificate program:
- Assist with purchasing and redeeming certificates.
- Assist with certificate penalties.
- Process mail transactions for new certificate funding.
- Have a working knowledge of Coverdell Education Savings Accounts.
- Distribute and process mail and interoffice documents from branches.
- Assist with US Savings Bond questions and situations that may arise.
- Participate in and assist with questions on the Signature Guarantee program.
- Maintain knowledge of the Deposit Support department.
- Work Saturday rotation, as needed.
- Paid Holidays
- Paid Time Off (Vacation, Sick and Personal Days)
- Medical, Dental and Vision Insurance
- 401(k) retirement program with matching funds
- Employer paid Group Term Life Insurance, Short Term and Long Term Disability Insurance
- Tuition Reimbursement Program
Liberty FCU is an Equal Opportunity Employer, Minority/Female/Disability/Protected Veteran
PI284611782
Job ID: 84224083