Deposit Accounts Specialist

2 weeks ago

Metairie, United States Crescent Bank Full time
About the Position:
Responsible for monitoring, maintaining, and servicing IRA plans and providing back-up support within the Deposit Operations Department to include the quality review of deposit accounts and handling calls in the call center.
Duties and Responsibilities:
• Review daily new and maintained IRA plans, account data and documentation for accuracy. Maintain as needed.
• Perform daily review of IRA activity and transactions to confirm proper documents were obtained and tax reporting codes are accurate. Maintain as needed.
• Assist IRA customers and branches with inquiries and transaction requests
• Review scanned IRA documents from branches daily
• Develop and manage QC processes and reports for retirement accounts
• Assist with training on IRA processes/documentation where necessary
• Process Federal backup withholding
• Review and process tax reporting forms (1099rs and 5498s). Able to perform corrections where necessary
• Monitor and maintain Plan RMDs to include assurance of RMD notifications.
• Assist OAO and OLB customers via all channels
• Work proactively with team and management to achieve daily operational goals
• Meet productivity standards in accordance with Bank’s confidentiality policies
• Assist customers in a non-discriminatory manner
• Complete ongoing compliance training assigned by corporate trainer & manager
• Attend webinars and seminars to keep abreast of all industry changes
• Consistently meet or exceed scheduled tasks
• Responds to audit requests timely
• Manage and respond to E-mail and telephone messages timely
• Ensure compliance with BSA regulations (securing customer information, proper handling of shred bins, keeping desk tops and work area clear of customer information)
• Adhere to bank’s policies / procedures and staying abreast of changes
• Communicate in a professional manner with internal customers and affiliates
• Remain flexible and equipped to respond to the Bank’s continuity plan.
• Remain flexible and responsive to higher work volume days (Ex.rate campaigns)
• Support and perform additional duties and projects as assigned
• Assist with department and branch back-up duties as assigned by manager.
About Crescent Bank:
Crescent Bank began in 1991 as a small New Orleans based community bank. Today, Crescent Bank has a presence nation-wide and is on a mission to leverage technology to provide auto lending and savings access to consumers who may not be served by other traditional banking products.
Crescent Bank prioritizes employee growth and advancement- both as employees and as individuals- through our core values and through the benefits we offer.

Our Core Values include: Be a Team Player, Continuously Improve, Do the Right Thing, Put the Customer First, & Take Ownership
We are proud to offer the following key benefits:
• Workplace flexibility for eligible positions
• All the insurance programs you’d expect- health, dental, vision, life, disability, + more
• Multiple types of paid time off
• Retirement program with company contribution
• Paid parental Leave
• Tuition Reimbursement
• Payroll on Demand- access your pay when you need it most.

Additional Information:
• 3 – 5 years of Back Office Operations
• 3 – 5 years with Deposit Account services and processes
• 2 – 3 years of retail branch / customer facing experience
• 1 – 2 years of Call Center Experience
• Expert understanding of banking technology, and third-party software solutions
• Expert understanding of banking products, financial services, and regulations
• Proficient experience with Excel, Word, Outlook, Teams, and Adobe
• Excellent initiative and organizational skills
• Excellent written, verbal and phone etiquette communications skills
Equal Opportunity Employer/Veterans/Disabled

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