Deposit Operations

4 months ago

Kansas City, United States NBH Bank Full time

**Deposit Operations - IRA & HSA Support Specialist**

1111 Main St, Kansas City, MO 64105, USA Req #2259 Tuesday, November 9, 2021

At our Bank, we believe common sense is more than just banking. We believe in finding financial solutions that cater specifically to our clients needs.We are looking for talented associates who understand the complexities of life and will offer simple solutions that best fit the needs of our clients.

If this is what you believe in, then youre definitely right for us. And, we might be the right bank for you.

This position requires a very careful adherence to well-defined work where repeatable results are needed. The work is highly precise in nature and requires a very strong attention to detail. It is vital for the work output to be very high quality, with correct results, time and time again. Checking and double-checking is often necessary; individuals performing the job must be patient and conscientious. Both the content and the presentation are important; all work must be highly polished. There is little ambiguity in this job. It is very clear what needs to be done, and what the expected results are. This clarity will come either from the company's management, or from established professional disciplines and processes. The established procedures and processes must be followed very closely; there is little room or necessity to modify them. Much of the work can be accomplished by working at a steady, even pace. There is much consistency and familiarity from one day to the next. It is generally feasible to plan large blocks of work ahead of time. When work duties do change, there is ample foresight and time to prepare. The work is best accomplished working as an individual, without a great dependence on other people or "politics" for results. The work is helpful in nature; providing support and/or service to others in an environment free from competition. Interacting with customers requires a professional, formal manner where the focus is on completing the task pleasantly and correctly.

As an IRA & HSA Support Specialist, you will provide support for IRA and Health Savings Account transactions and IRS reporting to banking center associates and IRA/HSA clients by telephone, email or workflow request system.You will be responsible for a variety of tasks including maintaining client files, balance and reconciling general ledger accounts, and assisting in maintaining daily, weekly, and monthly quality controls for all IRAs and HSAs.Additionally, IRA & HSA Support Specialist are expected to apply rules and regulations for IRAs and Health Savings Accounts, assist in the preparation of annual government mandated reporting, and build a great rapport with clients and fellow associates, and treat others with respect and consideration regardless of their status or position.

All associates are expected to maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements.

Minimum Requirements: To be considered for this position, you must possess the following qualifications.

* High School diploma or equivalent.

* 1+ years of relevant job experience in a banking environment.

Desired Qualifications: To be considered an ideal candidate, you should possess some of the following qualifications:

* Associates degree, or equivalent combination of education and related work experience.

* 2+ years of relevant job experience in banking.

* Previous experience in bank operations or related field.

Skills and Abilities: Below is a general list of desired skills and abilities; this is not an exhaustive list .

* Demonstrates strong verbal and written communication skills

* Basic knowledge of Microsoft Word and Excel

* Ability to respond with flexibility to changing needs

* Strong attention to detail and accuracy

* Superior customer service skills, demonstrating the ability to interact professionally, attentively and thoughtfully with both internal and external clients.

* Strong proven organization skills

* Ability to think analytically and apply critical thinking skills to issues.

* Self-motivate demonstrating the ability to complete day-to-day task, meet deadlines and objectives.

Work Environment:

* Office setting with traditional business hours.

* Sitting for extended periods of time (typically no longer than 8 hours).

* Must be able to work at a rapid pace for long periods of time (typically no longer than 8 hours).

* Must be able to work overtime to the extent necessary.

The Bank is committed to providing qualified applicants and associates reasonable accommodation, when necessary, to enable the individuals to complete the application process and/or perform the essential functions of the job.An applicant and/or associate requiring reasonable accommodation to perform any essential job function, should contact Human Resources.

Thank you for your application

The Bank is committed to providing qualified applicants and associates reasonable accommodation, when necessary, to enable the individuals to complete the application process and/or perform the essential functions of the job. An applicant and/or associate requiring reasonable accommodation to perform any essential job function, should contact Human Resources.

The Bank's policy is to provide equal opportunity to all people without regard to race, color, religion, national origin, ancestry, marital status, veteran status, age, disability, pregnancy, genetic information, citizenship status, sex, sexual orientation, gender identity or any other legally protected category. The Bank is proud to be a drug-free workplace.

Selected candidate(s) for hire must complete the following prior to employment: a criminal history report, global screen, drug screen, employment credit report and if applicable, a driving record. Applicants must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. **Other details**

* Pay Type Hourly

* Min Hiring Rate $16.83

* Max Hiring Rate $18.00

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