CD/IRA Clerk I

4 weeks ago


Springfield, United States Great Southern Bancorp, Inc. Full time

Come be a part of something greater Great Southern Bank is committed to fostering an environment where everyone can contribute and succeed at every level. By embracing diversity, we celebrate and value differences in age, outlook, cultural background, lifestyle and physical ability. We offer career opportunities and advancement across a wide range of disciplines. Ranked top ten in Forbes Best Bank four years in a row. Come join our team of customer service experts today

GENERAL DESCRIPTION OF POSITION

Under general supervision, but following established policies and procedures, as well as all applicable banking laws and regulations, including BSA and AML, is responsible for working with account level maintenance, processing CD/IRA cards, and various other duties. Assists customers and employees with inquiries regarding CD/IRA accounts.

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Responsible for completing all file maintenance on CD/IRAs. This duty is performed daily, about 40% of the time.

2. Reviews and verifies all new account information on account system to ensure accuracy. This duty is performed daily, about 30% of the time.

3. Assists banking center personnel and customers with questions related to CD/IRAs. This duty is performed daily, about 10% of the time.

4. Responsible for creating/inputting data into Excel spreadsheet reports. This duty is performed monthly, about 5% of the time.

5. Responsible for assisting and tracking all CD/IRA redemptions. This duty is performed weekly, about 5% of the time.

6. Responsible for processing and/or having knowledge about processing CDARS. This duty is performed daily, about 10% of the time.

7. Perform any other related duties as required or assigned.

EDUCATION AND EXPERIENCE

High school or GED, plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc, plus 0 to 6 months related experience and/or training. Or equivalent combination of education and experience.

PHYSICAL ACTIVITIES

The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.

Highly repetitive, low physical. Highly repetitive type of work which requires concentration in the performance of tasks for consistent time cycles as prescribed by the tasks.

While performing the functions of this job, the employee is regularly required to sit; frequently required to use hands to finger, handle, or feel, reach with hands and arms, talk or hear; and occasionally required to stand, walk, climb or balance, stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision; and color vision.

Great Southern Bank is proud to be an Equal Opportunity Employer, treating all candidates and employees equitably without regard to race, color, gender, religion, national origin, ancestry, age, disability, protected veteran status, gender identity, sexual orientation or any other basis prohibited by law.

Monday - Friday 8:30 AM - 5:30 PM; Rotating Saturday 8:00 AM - 12:00 PM

Total Hours: 40

Job Grade: 2

4901

CCGSB


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