Retirement Specialist

Job Description

Company Description

Since founded in 1904, Union Savings Bank has been serving the local community by promoting responsible home ownership through prudent lending. We are headquartered in Cincinnati, Ohio, where we began, and currently operate 40 full-service branches and lending offices in Ohio, Indiana, Kentucky, and Pennsylvania. Union Savings Bank is an Equal Opportunity Employer.

Essential Duties and Responsibilities

• Open IRA accounts
• File and maintain beneficiaries
• Make files distributions and close IRA accounts
• Transfers
• Withholding
• Make sure all documentation is gathered for descendants / Death Certificate / Identification
• Open inherited accounts as required for each beneficiaries
• Verify amounts and distribute decedents RMS’s as required by IRS regulations
• Review quarterly and yearly reports and make corrections
• Train employees
• Open new accounts
• Renegotiate accounts for customers

Education and Experience

Job competencies

Please note this job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required for this position. Duties, responsibilities and activities may change at any time, with or without notice.

Union Savings Bank is an Equal Employment Opportunity and Affirmative Action Employer and will make all employment-related decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.