IRA and HSA Operations Specialist

1 month ago


Kansas City, Missouri, United States NBH Bank Full time

Position Overview: IRA & HSA Operations Specialist

At NBH Bank, we prioritize understanding the unique financial needs of our clients. We are seeking skilled professionals who can navigate the intricacies of deposit operations, specifically focusing on IRA and Health Savings Account transactions.

Key Responsibilities:

  • Provide expert support for IRA and HSA transactions, ensuring compliance with IRS regulations.
  • Assist banking center associates and clients through various communication channels.
  • Maintain accurate client files and reconcile general ledger accounts.
  • Implement daily, weekly, and monthly quality control measures for all IRA and HSA accounts.
  • Build strong relationships with clients and colleagues, fostering a respectful and collaborative environment.

Qualifications:

To be considered for this role, candidates should possess:

  • A high school diploma or equivalent.
  • At least 1 year of relevant experience in a banking environment.

Preferred Qualifications:

Ideal candidates may also have:

  • An associate's degree or equivalent combination of education and experience.
  • 2+ years of experience in banking operations.
  • Previous experience in a related field.

Skills and Abilities:

Successful candidates will demonstrate:

  • Strong verbal and written communication skills.
  • Proficiency in Microsoft Word and Excel.
  • Attention to detail and accuracy in all tasks.
  • Exceptional customer service skills, with a focus on professionalism.
  • Strong organizational skills and the ability to think critically.
  • Self-motivation and the ability to meet deadlines.

Work Environment:

This position is based in an office setting with standard business hours. Candidates should be prepared for extended periods of sitting and the ability to work efficiently under pressure.

NBH Bank is committed to providing equal employment opportunities and fostering a diverse workplace. We value the contributions of all individuals and encourage applications from all qualified candidates.



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