Role: Promote CUA deposit products and services, administer in-house IRA and Legal Review programs, and provide guidance to branch personnel. Assist members in meeting their financial needs.
Essential Functions & Responsibilities:
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Coordinate all components of the IRA program. QA all IRA transactions and maintenance activity. Administer the IRA Resource Team program.
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Facilitate the Legal Review program by providing guidance involving member requests with fiduciary accounts, reviewing member provided documentation and advising FSRs on account setup and ownership.
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Support West Douglas Member Service department. Contribute to the West Douglas deposit goal and see members with CD, IRA, and fiduciary account needs. Administer Medallion Stamp services.
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Promote CUA deposit products. Contribute to the CUA deposit goal. Administer product education through new employee training and sales meeting participation. Assist staff members by providing product support and advice.
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Monitor and manage decedent account processes. Review and properly code all accounts. Provide guidance to staff and members on resulting account maintenance. Contact beneficiaries and handle account payout and promote funds retention.
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Promote & support Retirement and Investment Services or similar programs for the benefit of CUA members.
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Handle IRS & tax reporting compliance through records monitoring and file testing. Ensure the timely completion and distribution of all tax documents to members. Complete any needed tax form corrections for CUA accounts. Employees shall be trained annually and demonstrate an understanding of, and follow the requirements of the BSA/AML Compliance Program as is specifically relates to their job functions.
Knowledge and Skills:
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Experience: Three years to five years of similar or related experience.
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Education: (1) A two year college degree or (2) Completion of a specialized course of study at a business or trade school or (3) Completion of a specialized and extensive in-house training or apprenticeship program.
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Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
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Other Skills: Ability to multitask while processing detailed and highly technical information. Ability to integrate account details and POAs/Trust/Conservatorships/KUTMA/Organizations, etc., information to meet the needs of the member accurately and in accordance with fiduciary duties/federal guidelines/tax & probate law. Strong decision making skills to be able to review and manage accounts and code accounts properly. Sustained attention to detail while working through frequent interruptions (audible/visual distractions) and staying on task. Ability to integrate member information within the needs of the account with accuracy and efficiency. Ability to perform assigned duties in a timely manner within set IRS and tax reporting deadlines. Ability to cross-train department staff & branch employees on details of IRA & Retirement Investment services.
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Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands and fingers, handle or feel; reach with hands and arms, climb or balance, stoop kneel, crouch, crawl; talk or hear. The employee must occasionally lift and/or move up to 10 pounds. Vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
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Work Environment: Office position; works indoors year-round; may be exposed to indoor temperature adjustments; heating and cooling vents distribute regulated air.
