Hybrid IRA & Banking Compliance Specialist

First Citizens; Raleigh (NC); Hybrid; USD 42,000 - 50,000; Full time

Job summary

First Citizens Bank in Raleigh, NC, is seeking a detail-oriented Operations Associate for a hybrid role located within commutable distance to our Raleigh office. You will manage IRA, CD, and Time Deposit account processing and respond to external requests for client information, ensuring regulatory compliance and accurate reporting.

Responsibilities include reviewing reporting systems, maintaining documentation, and handling client service tasks in a fast-paced environment.

Qualifications

• High School Diploma or GED and 2 years of experience in Operations or Administrative.

Responsibilities

• Review information reporting systems to ensure accuracy and proper account setup.
• Provide client service and support through account and compliance activities.
• Maintain knowledge of applicable laws and policies to ensure regulatory compliance.

Skills

Multitasking

Independent work

Client service

Education

High School Diploma or GED

Tools

Microsoft Excel

Job description

First Citizens Bank in Raleigh, NC, is seeking a detail-oriented Operations Associate for a hybrid role located within commutable distance to our Raleigh office. You will manage IRA, CD, and Time Deposit account processing and respond to external requests for client information, ensuring regulatory compliance and accurate reporting.

Responsibilities include reviewing reporting systems, maintaining documentation, and handling client service tasks in a fast-paced environment.