Enrty level - Payroll / Tax / Cert Specialist - $15 / hr

Job Description

Job Description

To research, process, and resolve Certificate, Individual Retirement Arrangement (IRA), and Payable on Death (POD) requests from members, contact center, and branch. Identify suspicious or fraudulent activity, place holds, and report / provide necessary documentation for review.

Required Skill Sets :

1. Attention to detail and organizational skills

2. Experience working in a high volume, fast paced environment

3. Effective skill exercising initiative and using good judgment to make sound decisions

4. Effective organizational, planning, problem solving and time management skills

For day-to-day operations in the role, the selected candidate can expect to :

1. Process and place holds on deposited checks

2. Review / add / edit beneficiaries on member accounts

3. Complete certificate maturity instructions

4. Open and close certificate products

5. Additional duties may be added based off business need but will include training