SHARE:

Deposit Operations/IRA Specialist

March 25, 2025

Evergreen CU has an open position for a Deposit Operations/IRA Specialist at the Riverside location.

The Role:

The Deposit Operations/IRA Specialist is the principal contact for credit union staff and members via the telephone, email, or other designated third-party applications (such as Opening Act) providing enthusiastic, professional, and courteous service. The Deposit Operations/IRA Specialist will be responsible for approving new membership applications via our DA platform (Opening Act) along with reviewing and approving daily Mobile Deposits. The Specialist will review daily iPay reports to ensure un-posted items are resolved in a timely manner. As the IRA Specialist the Specialist is responsible for the daily review and approval of IRA transactions/applications, balancing the Federal & State Withholdings monthly, and ensuring that all Required Minimum Distributions (RMDs) are set up properly within the core & Ascensus. The Specialist will work with branch staff on filing IRA Death Claims and Transfer Requests to and from other Financial Institutions. The Specialist will work collectively with other Deposit Operations Team members and with other departments to ensure policies and procedures are followed when processing the following, but not limited to: Account File Maintenance, Address Changes, Account/Share Closures, Verification of Deposits, Various Intranet forms, or other Financial Requests.

Essential Functions and Responsibilities:

  1. Review and process daily ACH/Draft Exceptions, Mobile Banking Deposits and new Membership Applications.
  2. Review, approve & process IRA transactions/application, RMDs, Death Claims, Transfer Request as well as balancing Federal/State withholdings.
  3. Review daily iPay Exception and ACH Reject Exception cases and act accordingly.
  4. Assist with handling the more involved, critical and time sensitive request, such as Death Notification claims.

Knowledge & Skills:

  1. Proficient in Microsoft Office and Excel with competencies in Episys and Opening Act, preferably.
  2. Proficient in organizing projects, prioritizing work, working independently, and completing multiple tasks accurately.
  3. Possess a professional demeanor, the ability to work under supervision, and must embrace teamwork.
  4. Ability to receive and maintain confidential information.
  5. Possess strong organizational skills and attention to detail is a must.

Benefits: Medical insurance, dental insurance, vision insurance, 401(k) with match, PTO, paid holidays, short-term and long-term disability insurance, and education assistance.

Apply: This position reports to the VP, Deposit Operations. Resumes may be sent to Cathy Lestage, Sr. Vice President of Human Resources, at clestage@egcu.org.

EOE