IRA and Systems Specialist - Ridgeland, MS

BankPlus•Ridgeland, MS

20h•Onsite

About The Position

The IRA and Systems Specialist is responsible for providing assistance and expertise to BankPlus employees on IRAs, CESA, Health Savings Accounts, and Time Deposit Accounts, as well as various software applications. This role involves supporting employees with specific issues, providing information on regulatory changes, assisting with software applications like ArgoKeys, Branch Anywhere, eSign, and Adobe Sign, and participating in testing new releases and updates. The specialist will also collaborate with other departments on special projects, review IRA forms, handle IRA Government reporting corrections, communicate via email regarding issues and implementations, and maintain knowledge of bank products, services, policies, and regulatory issues. Additionally, the role includes completing compliance training, participating in the High-Performance Rewards Connections program, making referrals, communicating with Jack Henry on core product issues, and performing other duties as requested, including logging calls through the Track-it product.

Requirements

Three (3) or more years of similar or related experience.
General computer knowledge.
Experience with Microsoft Office Suite, to include Excel, Word, Access and Outlook.
Excellent verbal and written communication skills.

Nice To Haves

Bachelor's degree preferred
IRA and Personal Banker experience preferred

Responsibilities

Assisting BankPlus employees with specific issues relating to IRAs, CESA, Health Savings Accounts and Time Deposit accounts.
Providing information regarding any regulation changes.
Providing assistance to BankPlus employees on different software applications including but not limited to ArgoKeys, Branch Anywhere, eSign, and Adobe Sign.
Assisting with testing new releases and updates and providing information and details of changes.
Assisting with working with other departments on special projects such as mergers and acquisitions.
Reviewing and verifying the accuracy of all IRA forms submitted.
Handling all IRA Government reporting corrections after Year End.
Communicating with BankPlus employees via e-mail concerning problems, concerns, implementations, etc.
Communicating with Banking Center Communications and Support and Education departments.
Maintaining a thorough knowledge of Bank products, services, policies, procedures and appropriate regulatory issues as related to daily job functions including but not limited to: Bank Secrecy Act; Privacy Act; Fair Lending Act; Regulation E, etc.
Completing required compliance training and adhering to the Bank’s standard of conduct.
Participating in the bank’s High-Performance Rewards Connections program.
Making referrals to the Mortgage Center and Wealth Management.
Communicating with Jack Henry on issues/opportunities with core product.
Performing other duties as requested.
Loading all calls/issues through Track-it product.