TIAA Account Transaction Specialist - Islandia, NY or Lewisville (Dallas), TX in DALLAS, Texas
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.
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Provide support to bank operations by opening and processing individual retirement accounts along with the disposition of decedent accounts.
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 Accounts
• High school diploma or equivalent required
• 1+ year of experience in banking as a teller or branchmanager
• 6 months+ IRA working knowledge or experience
Preferred Qualifications :
• Individual Retirement Account and/or deceased processingexperience preferred
• Certified IRAService Professional preferred
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- Requisition ID: 1727578
Company: TIAA Bank
Post Date: Aug 06, 2020