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TIAA Account Transaction Specialist - Banking in DALLAS, Texas

COMPANY OVERVIEW:

As a part of TIAA’s Retail & Institutional Financial Services business, TIAA Bank, a division of TIAA, FSB, provides full-service, nationwide banking and lending services to consumer, commercial and institutional clients through a variety of channels, including online, its Florida-based financial centers and at other business offices throughout the country.

For more information about TIAA, visit our website.

POSITION SUMMARY:

Provide support to bank operations by opening and processing individual retirement accounts along with the disposition of decedent accounts.

KEY RESPONSIBILITIES:

Process New Account Openings

• Prepare and analyze necessary documentation for account opening, ensure documents and forms are properly completed

• Process account opening for individual retirement accounts and deceased disposition upon approval

• Complete data entry of account applications through various systems

• Verify client’s signature, identifying any discrepancy on forms using various systems

• Participate in user acceptance testing and system deploys

Review and Process Individual Retirement Transactions

• Decision questionable client signatures and/or discrepancy on forms

• Follow up with applicants and/or external clients regarding missing information for clarification of instructions

• Evaluate, analyze, and process IRA account transactions according to government regulations and company policies, keeping abreast of all regulatory changes to Individual Retirement Accountssee attached

QUALIFICATIONS:

Required Qualifications:

• High school diploma or equivalent required

• 1 year of experience working in a financial services institution required

• 1 year of data entry experience required

Preferred Qualifications:

• Individual Retirement Account and/or deceased processing experience preferred

• Certified IRA Service Professional preferred

Equal Employment Opportunity is not just the law, it’s our commitment. Read more about the.

If you need assistance applying due to being visually or hearing impaired, please email, or call

We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Additional Information

  • Requisition ID: 1726534

Company: TIAA Bank

Post Date: Apr 10, 2020

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