IRA Operations & Compliance Lead

NBH Bank; College Station (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Insurance

401k

Employee stock purchase

Paid time off

Employee banking perks

Job summary

NBH Bank seeks an experienced IRA Administrator to supervise the IRA & HSA team and manage IRA products, including compliance, reporting, and training.

You will maintain accurate IRA files, review reports, and ensure timely reconciliation of internal accounts while coordinating with other departments. This role emphasizes integrity, accuracy, and client service within a structured banking environment.

Qualifications

• Associate's Degree or equivalent combination of education and work related experience.
• Minimum of 5 years of banking experience with a working knowledge of IRAs.
• Minimum of 5 years of supervisory experience.
• Bachelor's Degree preferred.
• Minimum of 7 years of banking experience with emphasis in tax reporting and IRA regulations.
• CISP certification is a plus.

Responsibilities

• Supervise the IRA & HSA Support Specialist and administer the bank's IRA & ESA products.
• Review IRA reporting, IRS compliance for documentation, retention, amendment process, and IRA branch training.
• Maintain IRA files for recordkeeping and retrievability; review IRA reports and logs.
• Coordinate monthly reconciliation of internal accounts used for withholding.
• Provide IRA training at least annually and build rapport with clients and associates.
• Ensure compliance with Bank Secrecy Act (BSA) and OFAC requirements.

Skills

Attention to detail

Strong communication

Analytical thinking

Organizational skills

Time management

Education

Associate's Degree or equivalent

Bachelor's Degree

CISP certification

Tools

MS Office

Outlook

Word

Excel

PowerPoint

Job description

NBH Bank seeks an experienced IRA Administrator to supervise the IRA & HSA team and manage IRA products, including compliance, reporting, and training.

You will maintain accurate IRA files, review reports, and ensure timely reconciliation of internal accounts while coordinating with other departments. This role emphasizes integrity, accuracy, and client service within a structured banking environment.