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WaFd Bank · 1 month ago

IRA Analyst

Deposit Ops Boise Campus

Full-time

Onsite

Entry Level

1+ years exp

WaFd Bank is a financial institution seeking an IRA Analyst to provide high-quality support to branches and internal departments. The role involves processing IRA distributions, assisting branches with inquiries, ensuring compliance with regulations, and maintaining excellent communication with clients and colleagues.

BankingFinanceFinancial Services

Responsibilities

Process IRA Distributions for all WaFd Bank owned IRA's

Assist branches with procedure inquiries related to opening and maintaining IRA accounts

Ensure correct IRS reporting is being completed

Consistently, efficiently, and accurately perform tasks, answer questions, fulfill requests, and resolve problems for internal and external clients

Answer all calls and email communication in a courteous, respectful, accurate, supportive and timely manner

Cooperatively work with colleagues, branch staff, as well as internal and external clients with the highest level of professionalism, courteousness, respect, and attentiveness

Perform tasks that affect the Company's compliance with existing, revised, and new State and Federal compliance regulations

Fully participate in banking and business skill and knowledge development through various channels that the Bank may provide, including self-study assignments, computer-based training, one-on-one instruction, and group instruction

Proactively and regularly increase working knowledge of bank policies and procedures

Closely follow the Bank's Information Security policies and procedures, ensuring that the handling, processing, and storage of all customer and confidential or proprietary bank information are done in a secure manner and environment

Adhere to and ensure branch staff adherence to bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations. To that end, ensure timely and accurate preparation of Currency Transaction Reports, Suspicious Activity Reports and other recordkeeping requirements

Regular, consistent, and punctual attendance at the employer's facility

Qualification

Banking regulations knowledgeDeposit accounts knowledgeAnalytical skillsWritten communicationVerbal communicationComputer proficiencyOrganizational skillsTeamwork