Lake Trust Credit Union
B2 - Band B MRP 2 The IRA/Investment Specialists’ role is to manage and maintain the Lake Trust IRA program as well as various specialty accounts. They also advise and deepen members’ relationships with Lake Trust by offering other products and services, coordinate with Financial Life Planning regarding IRAs, certificates and other investments, assist in training and supporting Onstage staff with member needs concerning IRAs, CD’s, trusts, representative payee, conservatorships, Powers of Attorney, estates and other specialty accounts, and work closely with our Compliance & Legal areas to keep all deposit disclosures compliant. Responsibilities include reviewing, validating and submitting tax reporting forms to members and the IRS on all deposit accounts.
What You’ll Do
Validate and quality check IRA work that has been done by On-Stage staff and give feedback as needed.
Phone support for On-Stage staff on IRAs and specialty accounts.
Compile and conduct IRA training updates for On-Stage staff, and conduct training for new staff when requested by Learning & Development.
Attend IRA webinars/seminars to stay updated on any IRA compliance/rule changes.
Answer HelpDesk, phone calls and email requests submitted by staff.
Work closely with the IS area to coordinate tax reporting validation to members and the IRS.
Develop, update, maintain & communicate IRA procedures to On-Stage staff and assure updates are made in Currents.
Assist members by phone.
Process any manual IRA required distributions that cannot be done electronically, review RMD distributions and assure they are done in a timely manner and by IRS deadlines, and assure all tax reporting documents are sent to members and the IRS by defined dates.
Coordinate with Financial Life Planning to provide seamless services to our members and attend seminars to provide an onsite credit union presence.
Coordinate with member service department staff to ensure appropriate coverage needs are maintained across split schedules and assist other department reps.
Support department and branch disaster recovery planning and procedures and assist with disaster recovery plan testing.
Serve on various teams and participate in projects as assigned.
Perform other job duties within the Member Service area as may be assigned.
What You’ll Bring
High school diploma or GED.
Two or more years of similar or related experience with a financial institution.
IRA and investment knowledge and experience preferred.
Strong working knowledge of Microsoft Outlook, Word, PowerPoint and Excel.
Strong time management skills.
Effective verbal and written communication skills.
Proven ability to support a strong member-service focused and teamwork culture.
Benefits
Working with an energetic team focused on making our members wildly successful.
Opportunity to work with others that have your back every step of the way.
Opportunities to make a difference both inside and outside of our walls.
Being treated like you are more than the work you do.
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What You’ll Do
Validate and quality check IRA work that has been done by On-Stage staff and give feedback as needed.
Phone support for On-Stage staff on IRAs and specialty accounts.
Compile and conduct IRA training updates for On-Stage staff, and conduct training for new staff when requested by Learning & Development.
Attend IRA webinars/seminars to stay updated on any IRA compliance/rule changes.
Answer HelpDesk, phone calls and email requests submitted by staff.
Work closely with the IS area to coordinate tax reporting validation to members and the IRS.
Develop, update, maintain & communicate IRA procedures to On-Stage staff and assure updates are made in Currents.
Assist members by phone.
Process any manual IRA required distributions that cannot be done electronically, review RMD distributions and assure they are done in a timely manner and by IRS deadlines, and assure all tax reporting documents are sent to members and the IRS by defined dates.
Coordinate with Financial Life Planning to provide seamless services to our members and attend seminars to provide an onsite credit union presence.
Coordinate with member service department staff to ensure appropriate coverage needs are maintained across split schedules and assist other department reps.
Support department and branch disaster recovery planning and procedures and assist with disaster recovery plan testing.
Serve on various teams and participate in projects as assigned.
Perform other job duties within the Member Service area as may be assigned.
What You’ll Bring
High school diploma or GED.
Two or more years of similar or related experience with a financial institution.
IRA and investment knowledge and experience preferred.
Strong working knowledge of Microsoft Outlook, Word, PowerPoint and Excel.
Strong time management skills.
Effective verbal and written communication skills.
Proven ability to support a strong member-service focused and teamwork culture.
Benefits
Working with an energetic team focused on making our members wildly successful.
Opportunity to work with others that have your back every step of the way.
Opportunities to make a difference both inside and outside of our walls.
Being treated like you are more than the work you do.
#J-18808-Ljbffr