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CD/IRA SPECIALIST I
| Details |
Country: USA
Location: LA New Orleans
Total applied: 18
Job Status: Full Time
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CD/IRA SPECIALIST I
Imagine a Fortune 500 company with a real maverick streak. A financial powerhouse poised to redefine its own industry. Yes, Capital One has moved into the world of retail banking! Capital One Financial Corporation is a holding company offering an unmatched range of financial products and services to consumers, small businesses and commercial clients. We're headquartered in McLean, Virginia, with more than 316 locations in Texas and Louisiana - but our ambitions are truly national.
So what does this mean for you? How about the chance to excel in our supportive, team-oriented environment. To be challenged to advance your skills alongside the brightest talent in the business. And to take on important responsibility from day one while building a rewarding career - all with a fast-growing industry leader.
JOB FUNCTION:
Responsible for the day-to-day maintenance to all CD and IRA products to ensure accuracy of data and paperwork sent from branches.? Responsible for making sure all transactions are in compliance with all rules and regulations as govern by the IRS and ensuring the bank's compliance. Respond to all questions regarding CD?s and IRA?s as dictated by employees and customers.
REGULAR DUTIES:
Performs account maintenance including new account/plan set up, cstomer and beneficiary information and monetary transactions with corresponding General Ledger entries and document imaging on various Time Deposit accounts. Investigate and clear outstanding critical items, maintenance rejects and unredeemed Certificates of Deposit from Savings Time (ST) reports.
Conduct research on all Time Deposit accounts when requested by branches and other departments.
Verify receipt and accuracy of all Retirement Account Transaction forms for IRS compliance issues; ensure all IRA documents received and transactions processed are completed for accuracy per IRS regulations.
Assist employees and other clients with processing, regulatory issues and questions via phones, fax and e-mails.
Required Skills:
REQUIRED EDUCATION/EXPERIENCE:
? High school diploma
? 1-2 years experience in banking operations.
? 1-2 years experience in processing of Retirement Accounts.
SKILLS AND ABILITIES:
- Ability to work in fast paced changing environment to complete IRA Training Module.
- Understanding of PC based word processing and spreadsheet software.
- Understanding of PC applications
- Basic knowledge of Certificate of Deposits, Traditional, Roth and Educational IRA?s
- General understanding of banking operations and IRA principles.
- Knowledge of accounting principles (interest calculations) and IRS regulations as it relates to IRA?s.
- Excellent Customer Service Skills, Good organizational skills, ability to manage time effectively, detail oriented, excellent verbal and written communication skills, good analytical skills, proficient with a 10 key calculator, typing skills, good analytical skills, excellent interpersonal skills, flexibility, teamwork, and aggressive/assertiveness skills.
ESSENTIAL PHYSICAL/MENTAL REQUIREMENTS:
? Ability to work under stress and meet deadlines.
? Ability to operate a keyboard if required to perform the essential job functions.
? Ability to read and interpret a document.
? Ability to lift/move/carry approximately 30 pounds as required to perform the essential job functions
HOW TO APPLY:
Please visit www.capitalone.com/careers
Job Reference #15705
Location: LA, New Orleans -?Greater New Orleans
Please Click Here to Apply for this job
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