Job Information
Dupaco Credit Union IRA Representative in Dubuque, Iowa
Description
The IRA Representative is responsible for opening and maintaining IRAs and HSAs for members. The credit union will rely on this person to be able to assist staff with any questions regarding IRA and HSA accounts. The IRA Representative provides courteous, professional, and knowledgeable service to increase member satisfaction and account usage.
Responsibilities:
Identify areas to assist members with additional products thru additional products and services
Serve as a point of contact to members and staff to provide answer questions and effectively communicate information around IRA/HSA laws/regulations, Dupaco penalties/fees and IRS penalties/fees
Identify opportunities to increase efficiencies and partner with the IRA Supervisor to deploy procedures to utilize department recourses effectively
Process paperwork, transactions and requests within service level standards with minimal errors
Assist members with a multitude of IRA/HSA transactions such as but not limited to contributions investment changes, withdraws, conversions, and mistaken distributions
Process incoming daily transfer and rollover funds
Service as a contact to members, other institutions and staff when processing transfers out to other financials
Set up and maintain annual IRA Required Minimum Distributions (RMDs)
Continue professional development thru online courses and staff development trainings
Maintain a high level of member satisfaction recorded thru member touch point surveys
Review and manage IRA/HSA reports to ensure proper IRS reporting
Supports DFS and branch personnel with IRA questions and documentation
Assist in keeping organization resources and internal team procedures updated as necessary
Perform other duties as assigned
Requirements:
A high school diploma or equivalent (i.e. GED)
Excellent interpersonal and communication skills to represent the financial institution in a positive and professional way when dealing with membership, vendors, and other staff members
Strong problem-solving skills, and an aptitude for learning new technologies
Highly organized, detail-oriented, and able to manage multiple projects simultaneously
2 years of banking experience and/or 1-year IRA experience
Qualifications
Behaviors
Preferred
Team Player: Works well as a member of a group
Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
Motivations
Required
- Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization
Preferred
- Self-Starter: Inspired to perform without outside help
Education
Required
- High School or better
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)