Account Specialist, Banking Account Specialist, Banking …

in Dallas, TX, United States
Permanent, Full time
Be the first to apply
in Dallas, TX, United States
Permanent, Full time
Be the first to apply
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

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


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
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