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Avadian Credit Union · 1 day ago

Deposit Support Supervisor | Full-Time

Hoover,AL,US

Full-time

Onsite

Mid, Senior Level

3+ years exp

Avadian Credit Union is a financial institution seeking a Deposit Support Supervisor to lead the Deposit Administration team. The role involves supervising operations, ensuring compliance with regulatory requirements, and assisting members with deposit-related functions.

Bookkeeping and PayrollBusiness DevelopmentCredit CardsFinanceFinancial ServicesInsuranceLending

Comp. & Benefits

Responsibilities

Supervise and support day-to-day operations of Deposit Administration staff. Coach, train, monitor workloads, objectives, and the performance of these employees. Provide feedback and recommendations regarding team performance to upper management

Serve as the IRA subject matter expert on Traditional and Roth IRAs. Ensure accurate processing of IRA forms, account set-up, transfers, contributions, rollovers and age-specific distributions in compliance with regulatory requirements. Ensure completion of all IRS tax reporting obligations. Provide support for IRA owners and internal staff. Maintain accurate and current financial statements and reports. Review documentation for compliance with policies and regulatory requirements

Assist team and members in successfully completing online deposit account opening processes, by providing guidance and/or troubleshooting. Perform maintenance on member accounts as needed

Track and update documentation deficiencies, policy exceptions, and compliance issues

Prepare spreadsheets, reports, and summaries for management as requested

Respond to member and employee inquiries and resolve issues promptly

Assist in compiling information for internal and external audits

Serve as backup for other deposit operations personnel when necessary

Perform other duties as assigned

Qualification

IRA knowledgeDeposit operations experienceRegulatory complianceFinancial institution experienceIRA CertificationLeadership skillsSpreadsheet preparationMember servicesAttention to detail

Required

Must have a strong knowledge of IRAs, member services, and credit union procedures

Position requires a high degree of accuracy and attention to detail

CD/IRA portfolio will be the significant area of concentration which requires in depth product knowledge and regulatory compliance policies and procedures

Three to five years of experience in deposit operations and payment systems, with a strong understanding of related processes and compliance requirements

Proven ability to lead, guide, and influence team members effectively

Prior experience in a financial institution is required

(1) A two-year college degree, or (2) completion of specialized certification or licensing