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Job Description
- Req#: 18801
About the company
Central Bank offers personal and business banking solutions throughout Missouri, Kansas, Illinois, and Oklahoma with over 130 locations.
Description
POSITION PURPOSE:
Assist HSA/IRA Specialist and learn about the Relationship Banking department while working on IRA and HSA related projects for Market 16 and Market 24.
DUTIES, SCOPE, RESPONSIBLIITIES & AUTHORITY:
Responsible for projects related to IRA and HSA customer accounts within Market 16 and Market 24. Works closely with the HSA/IRA Specialist on projects which include but are not limited to: IRA Required Minimum Distribution, convert IRA contracts to electronic files within the Central Archive system, assist with IRA exception report, and assist with coordination of HSA Benefit Meetings.
Responsible for compliance with all banking regulations which are applicable to the job, including Bank Secrecy Act and information security initiatives.
Qualifications
EXPERIENCE, EDUCATION AND SKILLS:
Develops and expands technical, communication, and time management skills. Attention to detail and accuracy in reports and documentation is required. Strong analytical and communication skills are necessary. Basic clerical skills needed (Word, Excel, printer, fax copy)
Excellent customer service skills needed.Notice
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