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As a Transactions Specialist III on our Estate Management Team your primary responsibility is to support bankers and our clients with their legacy Individual Retirement Arrangement (IRA) accounts. You will also process distributions to IRA owners and beneficiaries as well as account maintenance. You will be dynamic; seeking opportunities to take initiative, adjust to change and drive improvements in both our processes and the customer’s experience. You will seek opportunities to take initiative, adjust quickly to change, have a positive attitude, and take responsibility for results. You will deliver a great customer experience, even when handling challenging situations.
Job responsibilities
Required qualifications, capabilities, and skills
Candidates must be willing and able to work schedules during our operating hours, which may include evenings and weekends. The Recruiter will provide specific schedule information. This position requires that you attend training sessions as scheduled. Training hours may not coincide with your regularly scheduled hours.
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