Position Information

The position information for this posting is listed below.

Please find the application instructions in the "Requirements" section.
Senior IRA Specialist
Summary Description
  • Successfully performs vital functions within Deposit Operations--IRA Department.

Essential Functions
  • Responsible for maintaining current regulations to ensure procedures are up-to-date in accordance with government regulations
  • Monitor compliance on all IRA transactions for proper coding and reporting. Report/Resolve exceptions. (Includes but not limited to: Interest Rates, Contributions, Excess Contributions, Distributions, Mandatory Distributions, Withholding, Penalties, Transfers, Rollovers, and Re-characterizations)
  • Perform quality control review of IRA documents to ensure new accounts are properly set up
  • Respond and resolve questions from the branch network regarding IRA accounts
  • Meet customer service level agreements with the branch network in regard to the online requests
  • Reasonable accommodations may be made to enable individuals with disabilities perform the essential functions
Position: Senior IRA Specialist
Organization: City National Bank
Location: Cross Lanes,  WV 
United States
Posting Start Date: 10/5/2023
Date Posted: 10/5/2023
Requirements Position Requirements
  • High school diploma or equivalent
  • 5 years or more of IRA Experience/IRA Certifications
  • Work is generally performed indoors in environmentally controlled conditions
  • Typically the employee may sit to perform the work. However, there may be some standing, walking, bending, and carrying light items in the course of the work
Critical Skills / Expertise
  • Strong attention to detail is a must
  • Ability to use Microsoft Office products
  • Excellent customer service skills
Status: This listing expires on: 10/4/2024
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Organization Information
City National Bank

Cross Lanes,  WV 
United States