Deposit Specialist — Complex Accounts & IRA Expert

Okcu; Oklahoma City (OK); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical coverage 80% paid by OKCU

Dental, vision and life insurance paid

401(k) match up to 3%, plus profit‑sh.

Volunteer opportunities

Gym membership reimbursement

Job summary

OKCU, Oklahoma's Credit Union, is hiring a Deposit Specialist in Oklahoma City to open, review, maintain, and service complex deposit accounts including IRAs and trust accounts. You will verify ownership, beneficiaries, and signer authority while following procedures.

Two+ years banking experience and a high school diploma are required; bilingual English/Spanish preferred. This is a regular full-time on-site role with a comprehensive benefits package and opportunities for professional

Qualifications

• High school diploma or equivalent required.
• Two+ years of banking, credit union, or financial institution experience required.
• Bi-lingual in English and Spanish preferred.

Responsibilities

• Open, review, maintain, and service complex deposit accounts, including IRAs, trust accounts, legacy and small business accounts.
• Review account ownership, beneficiary designations, trustee or authorized signer authority, and supporting documentation for completeness and accuracy.
• Process IRA contributions, distributions, transfers, rollovers, beneficiary updates, and required account maintenance in accordance with established procedures.
• Evaluate trust and small business documentation and coordinate with members and internal partners to obtain required information before account opening or maintenance is completed.
• Perform specialized deposit maintenance, including death claims, powers of attorney, account ownership changes, and other complex account requests.
• Identify documentation exceptions, operational risk, potential fraud or compliance concerns and elevate issues to the appropriate leader or department.
• Maintain accurate records and complete assigned work within established service-level expectations.

Skills

Customer service

Team collaboration

Attention to detail

Education

High school diploma

Associate or Bachelor's in business/finance

Job description

OKCU, Oklahoma's Credit Union, is hiring a Deposit Specialist in Oklahoma City to open, review, maintain, and service complex deposit accounts including IRAs and trust accounts. You will verify ownership, beneficiaries, and signer authority while following procedures.

Two+ years banking experience and a high school diploma are required; bilingual English/Spanish preferred. This is a regular full-time on-site role with a comprehensive benefits package and opportunities for professional