IRA/CD Operations Specialist II — Risk & Compliance Expert

Fifth Third

United States

On-site

USD 21,000 - 30,000

Part time

4 days ago
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Job summary

Fifth Third Bank seeks an IRA/CD Operations Specialist II - Part Time Second Shift (4PM - 8PM) in Grand Rapids, Michigan. You will support and maintain IRA/CD Operations, reconciling and clearing entries, ensuring IRS reporting accuracy and compliance across internal accounts.

Responsibilities include researching complex documentation, processing distributions, and coordinating with Financial Centers and other lines of business to implement process improvements while maintaining a strong focus

Qualifications

  • Bachelor's degree or equivalent work experience preferred.
  • Three years related experience, preferably in Retail or Operations.
  • Knowledge of retail policies, procedures and products.
  • Strong verbal and written communication skills.
  • Proficiency with Word & Excel; familiarity with internal banking systems (Raft/ACE/Mobius/IHUB).

Responsibilities

  • Maintain an in-depth knowledge of IRA/CD products and procedures.
  • Research and clear CD and IRA entries and entries on other internal accounts.
  • Interact with Financial Centers regarding IRA/CD Operations.
  • Review IRS and state documentation for IRA/CD transactions for IRS reporting.
  • Process complex IRA distributions and ensure IRS compliance.
  • Perform risk-based transactions and assist with complex exceptions.
  • Collaborate with Legal, Tax, and other lines of business on issues.
  • Support project work and implement enhancements with IT and management.

Skills

Communication skills
Multitasking
Teamwork
Word & Excel proficiency
RAFT/ACE/Mobius/IHUB familiarity

Education

Bachelor's Degree or equivalent

Tools

Raft
ACE
Mobius
IHUB
Branch Capture
Frontier System

Job description

Fifth Third Bank seeks an IRA/CD Operations Specialist II - Part Time Second Shift (4PM - 8PM) in Grand Rapids, Michigan. You will support and maintain IRA/CD Operations, reconciling and clearing entries, ensuring IRS reporting accuracy and compliance across internal accounts.

Responsibilities include researching complex documentation, processing distributions, and coordinating with Financial Centers and other lines of business to implement process improvements while maintaining a strong focus

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