IRA and Systems Specialist - Ridgeland, MS

BankPlus•Ridgeland, MS

11d•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 account-related issues, providing information on regulatory changes, and assisting with different software applications used by the bank. The specialist will also be involved in testing new software releases, collaborating on special projects, ensuring the accuracy of IRA forms, handling government reporting corrections, and communicating with employees and other departments.

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 related to these accounts.
Assisting BankPlus employees on different software applications including Silverlake, 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.
Participation 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.