IRA & Certificate Specialist: Precision & Compliance

Golden1; Sacramento (CA); On-site; USD 32,373 - 35,128; Full time

Job summary

Golden 1 Credit Union in California seeks an experienced IRA Certificate Technician to verify and document IRA and Certificate information with accuracy and compliance. You will support members with professionalism, handle regulatory requirements, and maintain detailed records in a fast-paced environment.

Responsibilities include documentation, account maintenance, and effective communication with members and teams, while contributing to process improvements and excellence in member service.

Qualifications

• H.S. Diploma or GED required.
• Bachelor’s Degree in finance, accounting, business administration or related field preferred.
• 2+ years IRA account processing experience in the financial services industry required.
• 1+ years experience with IRA Escheatment and Dormant account handling required.
• 3+ years experience in member service with strong operational knowledge in the financial industry required.

Responsibilities

• Verify and meticulously document all information pertaining to IRAs and Certificates, ensuring accuracy and completeness.
• Stay updated on regulatory requirements and ensure procedures adhere to standards; understand contribution limits and distribution rules.
• Maintain organized records of interactions, transactions, and communications related to IRA and Certificate accounts.
• Communicate with members and internal teams professionally in written and verbal form.
• Manage heavy call volumes while maintaining call handling times and meeting KPIs.

Education

H.S. Diploma or GED

Bachelor’s Degree in finance, accounting, business administration or related field

Job description

Golden 1 Credit Union in California seeks an experienced IRA Certificate Technician to verify and document IRA and Certificate information with accuracy and compliance. You will support members with professionalism, handle regulatory requirements, and maintain detailed records in a fast-paced environment.

Responsibilities include documentation, account maintenance, and effective communication with members and teams, while contributing to process improvements and excellence in member service.