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8Apr

IRA Representative

Dupaco Community Credit Union, Dubuque, IA

The IRA Representative is responsible for opening and maintaining IRAs and HSAs for members. The credit union will rely on this person to be able to assist staff with any questions regarding IRA and HSA accounts.  The IRA Representative provides courteous, professional, and knowledgeable service to increase member satisfaction and account usage.

Responsibilities:

  • Provide quality service to members, potential members, and coworkers
  • Demonstrate teamwork and professionalism in all interactions with coworkers and other departments
  • Promote a professional image of the credit union at all times
  • Enrich the lives of our members through evaluating and identifying needs, answering questions, offering solutions, and educating them about all that we have to offer
  • Verify daily IRA and HSA paperwork to ensure compliance and accuracy
  • Track paperwork to insure it is received from employees in a timely manner
  • Verify accuracy of scanned IRA and HSA documents
  • Review and manage multiple IRA reports
  • Support Dupaco Financial Services and branch personnel with IRA questions and documentation
  • Process incoming daily transfer and rollover funds
  • Perform other responsibilities as assigned

Requirements:

  • A high school diploma or equivalent (i.e. GED)
  • Experience working with Retirement Accounts and/or Health Savings Accounts required
  • Financial Industry experience preferred
  • Attention to detail and accuracy is essential
  • Excellent interpersonal and communication (written and verbal) skills to represent the financial institution in a positive and professional way
  • Effective time management skills
  • Strong computer skills with the ability to navigate between multiple programs and utilize dual computer screens
  • Ability to perform mathematical calculations

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

 

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Job Details

Req Num IRARE01382
ID 644424
Location
Dubuque, IA
Positions 2
Type
Employee
Status
Full Time
Pay --
Categories
Banking/Mortgage/Financial Services
Clerical/Office Administration
Customer Service
Sales/Service
Shifts
First Shift
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Retirement Plan
Paid Vacation
Paid Sick Leave
Paid Holidays
Tuition Reimbursement

Preferred Candidates

Years of Experience 1-2 Years
Education High School/GED

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