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Centennial Bank · 2 weeks ago

GTC Transactional Specialist

Amarillo, Texas, United States

Full-time

Onsite

New Grad, Entry Level

0+ years exp

Centennial Bank is seeking a GTC Transactional Specialist responsible for the timeliness and accuracy of document processing for distribution transactions. The role involves managing transactional documents, completing annual minimum distribution processes for IRAs, and ensuring quality control of all documents prior to further processing.

BankingFinanceFinancial Services

H1B Sponsor Likely

Responsibilities

Receives and maintains transactional documents for processing of any outgoing funds via withdrawal or transfer request. This duty is performed daily

Completes annual required minimum distribution (RMD) process for IRAs including notification to account holders, election of payments, letters of explanation and establishing transfers for monthly, quarterly or semiannual payments. This duty is performed as needed

Reviews and prepares distributions such as Recharacterizations, Conversions, Secondaries, etc. This duty is performed as needed

Follows-up with customers on outstanding documentation required for completion of files;. This duty is performed as needed

Ensures quality control of all documents prior to sending to appropriate department for additional processing; and. This duty is performed daily

The ability to work in a constant state of alertness and in a safe manner. This duty is performed daily

Completes required BSA/AML training and other compliance training as assigned. This duty is performed quarterly

Perform any other related duties as required or assigned

Qualification

Accounting principlesMicrosoft OfficeData processingAlphanumeric Data EntryMulti-taskingOrganizational skillsInterpersonal skillsCommunication skillsDetail oriented

Required

High school or GED, plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc, plus 7 to 11 months related experience and/or training, or equivalent combination of education and experience

Ability to read and understand simple instructions, short correspondence, notes, letters and memos; ability to write simple correspondence

Ability to read and understand documents such as policy manuals, safety rules, operating and maintenance instructions, and procedure manuals; ability to write routine reports and correspondence

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals

Ability to compute rate, ratio, and percent and to prepare and interpret bar graphs

Ability to use common sense understanding in order to carry out detailed written or oral instructions

Ability to deal with problems involving a few known variables in situations of a routine nature

Basic: 10-Key, Accounting, Alphanumeric Data Entry, Spreadsheet, Word Processing/Typing

Must be proficient in Microsoft Office applications, Internet, e-mail and a working knowledge of accounting software

Must have excellent organizational, interpersonal and communication skills

Must be able to multi-task and be detail oriented

Must have the ability to interpret documents such as operating instructions and procedure manuals

Must have the ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form

Must have the ability to deal with problems involving several concrete variables in standardized situations

Must have working knowledge of accounting principles to include G/L processing

Company

Centennial Bank

Centennial Bank offers businesses, investors, and municipalities a wide range of commercial, retail banking, and related financial services.

Founded in 1999

Conway, Arkansas, USA

1001-5000 employees

https://www.my100bank.com/

H1B Sponsorship

Centennial Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

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2025 (1)

2021 (1)