Berkshire Bank Pittsfield , MA 01202
Posted 2 days ago
Division: Bank Operations
Department: IRA Service
Reports to: VP, Deposit Operations Officer
Status: Non-Exempt
Grade: 6
Pay range: $19.00 - $27.00
Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location.
Location: Pittsfield, MA - 99 North St
Purpose/Objective:
Acts as administrator of the Retirement and Health Savings deposit accounts. Serves as an IRA and Health Savings Account resource for all customer service teams to ensure high level of productivity, excellent customer service, and that transactions are handled according to procedure and comply with tax and regulatory requirements. Participates and completes IRA and Health Savings assignments during system conversions, upgrades, and acquisitions.
Key Accountabilities:
Education:
Experience:
Minimum 2 years of customer service experience
Retirement account administration experience preferred
Skills & Knowledge:
Strong written and verbal communication skills
Excellent customer service skills
Strong interpersonal skills
Proficient computer and Microsoft Office Suite knowledge
Knowledge in IRA, Health Savings Accounts, and pensions
Berkshire Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin.
Berkshire Bank