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IRA & HSA Specialist I - Mountlake Terrace Headquarters
2 months ago
Level
Experienced
Job Location
MLT Headquarters - Mountlake Terrace, WA
Position Type
Full Time
Education Level
High School
Salary Range
$21.50 - $25.50 Hourly
Job Shift
Day
Job Category
Banking
Description
**This position is located out of our Mountlake Terrace Headquarters and is afull-time in office position.**
A GREAT PLACE TO WORK AND BANK
Join our team 1st Security Bank team members deliver service that "WOWs" each other and our customers. We value relationships, teamwork, community, and professional growth in a safe, friendly, and progressive workplace. We celebrate diversity and support equality for all. If you share these core values and are committed to career excellence, let us help you reach your dreams
If you are the type of individual that would enjoy working at one of the Puget Sound's Best Places to Work for 9 years in a row and focuses on providing an exceptional client experience, then 1st Security Bank is the place for you. 1st Security Bank was named a bronze medal winner in its class in the Puget Sound Business Journal's Best Workplaces contest in its first year nominated and is also consistently rated a 5-star Bank in Washington State by Bauer Financial, an independent bank rating firm.
POSITION SUMMARY:
Provide WOW service and support as an integral part of the IRA & HSA Team.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:
- Maintenance related to IRA and HSA processing including data collection, review and validation
- Support Retail Branches regarding questions, policies, and procedures for IRAs and HSAs
- Process IRA and HSA transactions and documentation through DNA Core, Ascensus IRA Direct and Epicor workflow
- Utilize Ascensus IRA Direct and DNA Core for daily transaction questions
- Establish new HSA and IRA accounts
- Customer service support
- Demonstrates professional oral and written communication skills and follow-up when corresponding with employees and customers.
- Adhere to 1st Security Bank policies and support management decisions and goals in a positive, professional manner and represent the bank with a high level of integrity.
- Ability to multitask and prioritize job responsibilities as required while maintaining organization.
- Support IRA and HSA phone queue
- Assist Retail Support in the phone queue as needed. Assist with CRC Back Up calls as needed
- Assist with testing System and Core updates as needed
- Cross train to cover monitoring, audit and compliance reviews
- Performs other duties as assigned
- Full medical, dental, and vision coverage for individual or family plan.
- Life insurance.
- Long-term disability insurance.
- 401K matching program.
- Paid sick and vacation time.
- Relationship Driven - we strive to "WOW" (surprise, excite and delight) each other and our customers.
- Ethical - fair, honest and act with integrity.
- Lead by Example- maintain a positive attitude, show respect for others, and have some fun
- Accountable- we take our responsibilities seriously and we meet our commitments with urgency.
- Team Player - dependable, enthusiastic contributor to team success and to the greater good of the bank.
- Embrace Dreams - we encourage each other to reach for our dreams.
- Diversity - we celebrate diversity and support equality for all.
- Community Oriented - we actively support our communities and the Bank's CRA initiatives.
- Open and Honest Communication- always professional, responsive, and timely.
EDUCATION and/or EXPERIENCE REQUIREMENTS
- High School Diploma or GED equivalent
- Ability to multi-task, work under pressure and manage competing deadlines while maintaining a positive attitude
- Must be detail-oriented while maintaining a high degree of responsiveness and flexibility in performing tasks
- Must be able to embrace and quickly adapt to change as a result of internal, market or regulatory policy changes
- Ability to provide WOW customer service to internal and external customers
- Strong team player with excellent communications skills
- Prior experience working with IRA and HSA processing preferred but not required
To perform this job successfully, an individual should be skilled in Microsoft Office Products, have 45+ WPM typing speed and 10-key experience.
PHYSICAL DEMANDS AND WORK ENVIRONMENT
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- The employee will primarily operate in a general office environment, using office equipment such as a phone and a computer.
- The noise level in the work environment is moderate as compared to a private office with light foot traffic and office equipment. The employee must be able and willing to work in an open environment and able to interact frequently with other departments.
