As a part of TIAAs Retail & Institutional Financial Services business, TIAA Bank, a division of TIAA, FSB, provides full-service, nationwide banking and lending services to consumer, commercial and institutional clients through a variety of channels, including online, its Florida-based financial centers and at other business offices throughout the country.
For more information about TIAA, visit our website.
Provide support to bank operations by opening and processing individual retirement accounts along with the disposition of decedent accounts.
Process New Account Openings
Prepare and analyze necessary documentation for account opening, ensure documents and forms are properly completed
Process account opening for individual retirement accounts and deceased disposition upon approval
Complete data entry of account applications through various systems
Verify clients signature, identifying any discrepancy on forms using various systems
Participate in user acceptance testing and system deploys
Review and Process Individual Retirement Transactions
Decision questionable client signatures and/or discrepancy on forms
Follow up with applicants and/or external clients regarding missing information for clarification of instructions
Evaluate, analyze, and process IRA account transactions according to government regulations and company policies, keeping abreast of all regulatory changes to Individual Retirement Accountssee attached
High school diploma or equivalent required
1 year of experience working in a financial services institution required
1 year of data entry experience required
Individual Retirement Account and/or deceased processing experience preferred
Certified IRA Service Professional preferred
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