Mechanics Bank is currently searching for a Sr. IRA Services Specialist to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site in our Walnut Creek office. Processes IRA and HSA transactions timely and accurately within established service level benchmarks. Support internal employees and external customers on the Bank’s IRA and HSA product offering. Knowledge of tax reporting activities ... more details
Mechanics Bank is currently searching for a Sr. IRA Services Specialistto join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site in our Walnut Creek office.
Processes IRA and HSA transactions timely and accurately within established service level benchmarks. Support internal employees and external customers on the Bank’s IRA and HSA product offering. Knowledge of tax reporting activities and related IRS rules.
What you will be doing:
Processes all ranges of IRA and HSA transactions in an accurate and timely manner
Monitors customer transactional records to identify and correct discrepancies
Assists in identifying opportunities to streamline workflows to maximize production levels.
Assist and support Retail employees with new account processing, IRA maintenance, forms completion and general procedure support
Assist external Bank customers with IRA and HSA accounts, inquiries, research, rules and tax reporting requirements
Performs Quality Control Review of IRA / HSA documentation, transactions, daily / periodic reports and tax reporting validation.
Maintains compliance with established internal operational standards and Federal and State regulations to protect the interests of the Bank and its clients.
Who you are:
3 years experience required in IRA services.
High school diploma or GED required.
Knowledge of banking standards, practices and procedures.
Knowledge of Individual Retirement Accounts (IRA) and Heath Savings Accounts (HSA) regulations.
Ability to utilize software, tools and applications used by IRA Services and Bank.
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Pay Range: $23-31 hourly
Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.
Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.
Please view Equal Employment Opportunity Posters provided by OFCCPhere.
To learn more about Mechanics Bank’s California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit https://www.mechanicsbank.com/California-Consumer-Residents
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