Avadian Credit Union · 6 hours ago
Deposit Support Supervisor
Hoover, AL
Full-time
Onsite
Mid, Senior Level
3+ years expAvadian Credit Union is seeking a Deposit Support Supervisor to provide leadership and guidance to the Deposit Administration team. The role involves ensuring compliance with regulations related to Individual Retirement Accounts (IRAs) and supporting branch personnel and members with deposit-related functions.
Bookkeeping and PayrollBusiness DevelopmentCredit CardsFinanceFinancial ServicesInsuranceLending
Hiring Manager
Dominique (Moore) Keppard, MBA
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
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
Prior experience in a financial institution
Bachelor's degree with 3–5 years of related experience
Associate's degree with 5–7 years of related experience
7–10 years of directly related experience may be considered in lieu of formal education and/or IRA certification
Preferred
Familiarity with Individual Retirement Accounts (IRAs)
Certified IRA Specialist (CIS)
IRA certification is preferred
Relevant experience includes financial services, deposit operations, IRAs, or related areas
Company
Avadian Credit Union
Avadian is the only financial service provider that will go out of its way every day to value you as a person.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Adrienne Breckenridge, CPA
Chief Financial Officer
Chelle Rich
Executive Assistant to Chief Executive Officer
Recent News
Birmingham Business Journal
2025-01-06
Shelby County Reporter
2023-12-25
2023-12-25
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