Manager Quality Control and Retirement Services

3 weeks ago

Lakewood, United States First Mutual Holding Company Full time
Apply Description

Position Summary:

The Manager of Quality Control and Retirement Services is responsible for completing and overseeing duties performed by the Quality Control and Retirement Services associates. The position is the expert and is responsible for all aspects of FMHC retirement services product portfolio to ensure compliance with all regulations. This position is responsible for the development and maintenance of all FMHC deposit rates and products in the Cleartouch system. Quality Control and data integrity for all customer and deposit information resides with this position.

Duties and Responsibilities:

  1. Supervises employees, provides direction, coaches, trains, develops, and manages performance to company goals and expectations. Responsible for the timely and accurate completion of all identified responsibilities through individual execution or appropriate training and delegation to Savings Services staff.
  2. Manages the Tax Favored Account (TFA) portfolio and activity for FMHC member banks; acts as liaison between the branches and customers regarding all aspects of the TFA area; reviews daily retirement (TFA) work and documents; verifies all customer and account information and makes corrections as needed; responds to inquiries from customers, staff, attorneys, consultants, and other parties by researching files and communicating accurate information.
  3. Acts as the primary TFA product (IRA, HSA) resource and is responsible to keep up to date on all individual retirement account and deposit regulations by reading publications, attending seminars, and communicating with service providers. Identifies and implements all required changes to remain in compliance with regulatory changes.
  4. Manages the maintenance of all deposit accounts; quality control of new accounts, certificate renewals, and changes to accounts regarding ownership for accuracy to ensure completeness. Handles related inquiries and issues presented by branch personnel, customers, management, and other outside parties; submits annual escheat to Accounting to ensure compliance. Maintains knowledge of account functionality and settings within Cleartouch.
  5. Is responsible for all aspects of year-end tax reporting and corrections in the system. Individually and through the Savings Service staff ensures that account records and customer information are maintained properly; reviews system reports to determine customer and account information is consistent and government reporting will be correct.
  6. Responsible for development and maintenance of all deposit products in the Cleartouch system. Completes all rate calculations and entry of rates into the Cleartouch system.
  7. Responsible for monthly Account reporting, IOLTA reporting and processing of monthly remittance to the state for IOLTA accounts.
  8. Complies with all applicable banking laws and regulations, including, but not limited to the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations.
  9. Other Duties as assigned.

The duties outlined above are a summary and may not be an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties. All job descriptions may be amended at any time at the sole discretion of FMHC.

Requirements

Qualifications and Skills:

  1. 5 to 7 years of experience in banking is required. Experience must include savings and deposits Experience with retirement plans in preferred.
  2. Demonstrated strong understanding of banking laws, regulations and guidelines is required.
  3. 3 to 5 years of experience supervising employees is required.
  4. Proficiency in MS Office [Outlook, Excel, Word] or similar software is required. EasyLender, Cleartouch, OnBase, various government and investor software/web portals is preferred.
  5. High School Diploma or equivalent is required; Bachelor's degree is preferred.

Necessary competencies:

  1. Resilience
  2. Collaboration
  3. Communication
  4. Service Orientation
  5. Quality Focused
  6. Process Oriented
  7. Accountability

Physical Environment:

  • While performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and speak.
  • The employee must occasionally lift and/or move up to 25 pounds.
  • The noise level in the work environment is usually quiet to moderate.
  • This position is a hybrid position performed in an office setting, five days a week with typical work hours being 8.30a through 5.15p.

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