Operations CD/IRA Specialist

First Financial Corporation Indiana•Terre Haute, IN

41d•Onsite

About The Position

As an Operations CD/IRA Specialist, you'll play an important behind-the-scenes role, supporting both banking center teams and clients as an expert in Certificates of Deposit (CDs), Individual Retirement Accounts (IRAs), and Health Savings Accounts (HSAs). You'll be the go-to resource for account documentation, maintenance requests, and year-end tax form accuracy-keeping things running smoothly while delivering the dependable service our clients expect.

Requirements

High school diploma or equivalent required.
Proficiency in Microsoft Office, including Word, Excel, and PowerPoint.
Strong analytical, organizational, and problem-solving skills.
Willingness to learn new things and take initiative.
Ability to work independently with minimal supervision.
Excellent written and verbal communication skills.
Ability to lift and move up to 25 pounds occasionally.
Ability to remain in a stationary position for up to 75% of an eight (8) hour workday.
Ability to review information and details at close range (within a few feet).
Ability to commute to the primary work location and occasionally to other work locations within driving distance.

Nice To Haves

Previous banking experience with an IRA background preferred.

Responsibilities

Support Key Savings Services: Process new account documentation and maintenance requests for CDs, IRAs, and HSAs, ensuring accuracy and completeness.
Assist Banking Centers: Serve as a point of contact for banking center staff, providing guidance and support on CD, IRA, and HSA-related inquiries.
Maintain Compliance: Perform quality assurance checks, review exception reports, and verify that all account activity complies with regulatory and internal standards.
Manage Annual Reporting: Prepare and review year-end IRA statements and tax forms (1099, 5498); coordinate required client mailings and corrected forms as needed.
Monitor IRA Requirements: Review annual Required Minimum Distribution (RMD) reports and facilitate related client communications.
Support Team Operations: Contribute to department efficiency by completing daily tasks and supporting additional projects or responsibilities as assigned.