IRA & CD Processor

Abnb Federal Credit Union Chesapeake , VA 23326

Posted 6 days ago

Employee Perks

  • Competitive compensation with opportunities for annual raises and promotions

  • Community focused culture that allows networking and involvement in South Hampton Roads and Parts of North Carolina

  • Employee Benefits (401k match / Company paid Short Term and Long Term Disability / Tuition reimbursement / Affordable health insurance options)

  • An employee-focused, diverse, and member relationship driven workplace environment

  • Forbes Magazine named ABNB America's Best-In-State Credit Unions 2018

#IamABNB

Job Overview

Major Responsibilities

  • Accurately processes IRA forms and sends forms to Ascensus in a timely manner

  • To include processing IRA minimum required distributions by the 25th of each month, processing IRA direct transfers and rollover forms for deposits and withdrawals, and ensuring IRAs remain in balance.

  • Ensures proper reporting is completed and submitted to Ascensus and the IRS within time allotted

  • Ensures all daily processes are completed within specified deadlines for Certificates

  • Processes certificate ticket requests in correlation to the urgency attached. Works related certificate reports

  • To accurately process all incoming ACH activity; reviews all ACH debits and credits for proper posting or returns as received daily to meet the Federal Reserve deadline of 2:00 pm bi-weekly

  • Assist in the processing of ACH origination requests

  • To make recommendations for efficiencies to processes as needed to maintain accuracy and time demands

  • Processes and verifies incoming/outgoing wires and reconciles to the proper GL as assigned while maintaining an accuracy ratio of 95%

  • Provides accurate, timely, and friendly service to coworkers in the interest of quality member service. Enhances department and organization reputation by accepting ownership in new and different processes

  • Performs other job-related duties as assigned

Position Requirements

  • Three years to five years of similar or related experience.

  • A two-year college degree or completion of a specialized course of study at a business or trade school or completion of a specialized and extensive in-house training or apprenticeship program.

  • Interpersonal Skills Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation

  • Experience with Excel is required

  • Working knowledge of financial regulations, compliance rules, policies and procedures as they apply to position.

  • General Ledger reconciliation and accounting abilities

  • Good written and interpersonal skills to communicate effectively with vendors and staff

  • Good analytical ability to make recommendations on decision and resolve problems

  • Ability to operate a PC with related software programs with speed and accuracy.

  • Physical qualifications require being able to sit at a computer and other office related equipment for extended periods of time and to be able to lift and carry at least 25 pounds.

EOE/M/F/DISABILITY/VET

Human Resources will only contact qualified candidates upon receipt and review of your resume. No phone calls please.


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IRA & CD Processor

Abnb Federal Credit Union