Banking Associate - CD/IRA/Decedent
![]() | |
![]() United States, Oklahoma, Oklahoma City | |
![]() | |
Description
This position is part of the CD, IRA, and Decedent department within our Bank Operations group. The CD, IRA, and Decedent department is responsible for ensuring new account documentation associated with CDs and IRAs is collected, accurate, and complete. They also ensure maintenance and activity on these accounts are performed according to policy and while adhering to applicable regulations. The team is also responsible for ensuring deposit accounts transactions are properly handled in the event a customer is identified or reported as being deceased. This position plays a key role in maintaining the integrity of our accounts, supporting front line personnel in a trusted advisor role, and collaborating with other departments as needed. Position Requirements:
In addition, the position is expected to read, reference, and interpret written departmental procedures, cross train on department tasks, make suggestions to correct or enhance existing processes, and take advantage of available opportunities to develop a deeper understanding of applicable regulations, operational compliance, and the banking industry to support career development and growth. Education
High School (required)
Experience
CD/IRA knowledge preferred, but not required (preferred)
1 - 3 years: 1-3 years banking experience (preferred) Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. |