IRA & Wire Operations Specialist - Bank Compliance

Farmers National Bank of Canfield; Niles (OH); On-site; USD 35,000 - 50,000; Full time

Job summary

Farmers National Bank of Canfield in Niles, Ohio is seeking a qualified individual to manage IRA accounts and assist with customer service. The position involves processing IRA information, account maintenance, and ensuring compliance with legal requirements.

Applicants should have a High School Diploma or GED and at least one year of customer service experience. Familiarity with FISERV Premier and deposit accounts is preferred, along with a strong attention to detail and ability to follow through on tasks.

Qualifications

• Minimum of one year experience in customer service and phone skills.
• Experience with IRA and IOLTA processes required.

Responsibilities

• Input IRA information and maintain IRA files.
• Process account maintenance as instructed by branches.
• Review new account documentation for completeness and accuracy.

Skills

Deposit Operations

Account Services

Education

High School Diploma or GED

Tools

FISERV Premier

Job description

Farmers National Bank of Canfield in Niles, Ohio is seeking a qualified individual to manage IRA accounts and assist with customer service. The position involves processing IRA information, account maintenance, and ensuring compliance with legal requirements.

Applicants should have a High School Diploma or GED and at least one year of customer service experience. Familiarity with FISERV Premier and deposit accounts is preferred, along with a strong attention to detail and ability to follow through on tasks.