Operations CD/IRA Specialist at First Financial Bank NA

Terre Haute, Indiana, United States -

Full Time

Start Date

Immediate

Expiry Date

30 Jan, 26

Salary

0.0

Posted On

01 Nov, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Certificates Of Deposit, Individual Retirement Accounts, Health Savings Accounts, Account Documentation, Maintenance Requests, Quality Assurance, Regulatory Compliance, Analytical Skills, Organizational Skills, Problem-Solving Skills, Communication Skills, Microsoft Office, Initiative, Independence, Attention To Detail

Industry

Banking

Description

CD/IRA Specialist Location: Terre Haute, IN (On-Site) Status: Full-Time, Hourly Non-Exempt WHY JOIN FIRST FINANCIAL BANK? As an Operations CD/IRA Specialist, you’ll play an important behind-the-scenes role, supporting both banking center teams and clients as an expert in Certificates of Deposit (CDs), Individual Retirement Accounts (IRAs), and Health Savings Accounts (HSAs). You’ll be the go-to resource for account documentation, maintenance requests, and year-end tax form accuracy—keeping things running smoothly while delivering the dependable service our clients expect. WHAT YOU’LL DO * Support Key Savings Services: Process new account documentation and maintenance requests for CDs, IRAs, and HSAs, ensuring accuracy and completeness. * Assist Banking Centers: Serve as a point of contact for banking center staff, providing guidance and support on CD, IRA, and HSA-related inquiries. * Maintain Compliance: Perform quality assurance checks, review exception reports, and verify that all account activity complies with regulatory and internal standards. * Manage Annual Reporting: Prepare and review year-end IRA statements and tax forms (1099, 5498); coordinate required client mailings and corrected forms as needed. * Monitor IRA Requirements: Review annual Required Minimum Distribution (RMD) reports and facilitate related client communications. * Support Team Operations: Contribute to department efficiency by completing daily tasks and supporting additional projects or responsibilities as assigned. WHAT WE’RE LOOKING FOR * High school diploma or equivalent required. * Previous banking experience with an IRA background preferred. * Proficiency in Microsoft Office, including Word, Excel, and PowerPoint. * Strong analytical, organizational, and problem-solving skills. * Willingness to learn new things and take initiative. * Ability to work independently with minimal supervision. * Excellent written and verbal communication skills. * Ability to lift and move up to 25 pounds occasionally. * Ability to remain in a stationary position for up to 75% of an eight (8) hour workday. * Ability to review information and details at close range (within a few feet). * Ability to commute to the primary work location and occasionally to other work locations within driving distance. WHAT WE OFFER * Competitive Pay & Benefits: Medical, dental, vision, and employer-paid life and disability insurance. * Financial Perks: 401(k) match, Employee Stock Ownership Program (ESOP), and banking benefits. * Work-Life Balance: Paid time off, including 11 Federal Reserve bank holidays. * Career Development: Tuition assistance and professional growth opportunities. * A Supportive Culture: Integrity, collaboration, innovation, and respect are at the heart of what we do. WHO WE ARE First Financial Bank is a dynamic financial institution with over $5.4 billion in assets and a proud history dating back to 1834. With more than 75 banking centers across five states, we are committed to empowering our clients, fostering personal growth, and building community. Joining First Financial Bank means becoming part of a legacy where your work directly contributes to the stability and growth of the communities we serve. Here, you are more than an employee; you are an essential member of a team dedicated to living out the values of "One First" every day. Be part of a bank that values your contributions and invests in your future! READY TO JOIN US? Apply now and take the next step in your banking career! We review all applications and will respond promptly. First Financial Bank is an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, genetic information, national origin, disability, military and/or veteran status, or any other Federal or State legally protected classes

Responsibilities

The Operations CD/IRA Specialist will process new account documentation and maintenance requests for CDs, IRAs, and HSAs, ensuring accuracy and compliance. They will also manage annual reporting and support banking center staff with inquiries related to these accounts.