Account Specialist, Banking Account Specialist, Banking …

TIAA
in Dallas, TX, United States
Permanent, Full time
Be the first to apply
Competitive
TIAA
in Dallas, TX, United States
Permanent, Full time
Be the first to apply
Competitive
Account Specialist, Banking
All companies + Hiring difference makers. ☰ Account Transaction Specialist - Banking New TIAA Bank 1 day ago Post Date Apply for Job Share this Job

COMPANY OVERVIEW:
 
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.
 
POSITION SUMMARY:
 
Provide support to bank operations by opening and processing individual retirement accounts along with the disposition of decedent accounts.


KEY RESPONSIBILITIES:

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

QUALIFICATIONS:

Required Qualifications:
 High school diploma or equivalent required
 1 year of experience working in a financial services institution required
 1 year of data entry experience required

Preferred Qualifications:
 Individual Retirement Account and/or deceased processing experience preferred
 Certified IRA Service Professional preferred

Equal Employment Opportunity is not just the law, its our commitment. Read more about the . If you need assistance applying due to being visually or hearing impaired, please email , or call We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Additional Information
  • Requisition ID: 1726534
Previous Job Searches

All locations

My Profile

Create and manage profiles for future opportunities.

My Submissions

Track your opportunities.

© TIAA Careers. All rights reserved. Explore all the opportunities we have to offer

EARLY TALENT

Start your career with us

Help us deliver on our unique mission to serve those who serve others. We'll put your talents and skills to work immediately - no waiting.

WHY TIAA

We are TIAA. Created to serve. Built to perform. DIVERSITY

We're proud of our diverse backgrounds and perspectives.

CAREER AREAS

Explore our career areas to see where you might fit best.

LOCATIONS

We have opportunities available across the United States and in India.

OUR BENEFITS

The overall health of our employees is important to us.

MAKE A DIFFERENCE

Meet some incredible people making a difference

To mark our 100th year, we're honoring Difference Makers by donating $1 million to the organizations they support. Thousands were nominated, and we want to share their inspiring stories with you.

2019 and prior years, Teachers Insurance and Annuity Association of America - College Retirement Equities Fund, New York, NY 10017

TIAA is an Equal Employment Opportunity/Affirmative Action employer committed to fostering workforce diversity and inclusion.

Advisory services provided by Advise & Planning Services, a division of TIAA-CREF Individual & Institutional Services, LLC, a registered investment adviser.

1 0
TIAA logo
More Jobs Like This
See more jobs
Close
Loading...
Loading...