What are the responsibilities and job description for the CD/IRA/Decendent Associate - Temporary Project position at MidFirst Bank - Default?
Position Description
This position is part of the CD, IRA, and Decedent department within our Bank Operations group. The CD, IRA, and Decedent department is responsible for ensuring new account documentation associated with CDs and IRAs is collected, accurate, and complete. They also ensure maintenance and activity on these accounts are performed according to policy and while adhering to applicable regulations. The team is also responsible for ensuring deposit accounts transactions are properly handled in the event a customer is identified or reported as being deceased. This position plays a key role in maintaining the integrity of our accounts, supporting front line personnel in a trusted advisor role, and collaborating with other departments as needed.
Typical hours for this position are Monday-Friday 8am-5pm.
**This position would be in a temporary status through one of our partner staffing firms**
Position Requirements:
- Experience consistently performing in a volume driven office environment where workload fluctuated, but deadlines stayed the same and service levels were required to be met
- Ability to communicate efficiently and effectively on the phone and through email to internal customers and business partners
- Problem solving skills with strong attention to detail
- Ability to escalate issues and concerns appropriately
- Ability to perform job functions independently
- Ability to use standard computer software (MS Outlook, MS Excel) and quickly learn to navigate and operate job-specific software and web-based applications
- High degree of reliability
- Other duties as assigned by management
In addition, the position is expected to read, reference, interpret, and develop written departmental procedures, cross train on department tasks, make suggestions to correct or enhance existing processes, and take advantage of available opportunities to develop a deeper understanding of applicable regulations, operational compliance, and the banking industry to support career development and growth.
