IRA/HSA Representative in Evansville, Indiana at LIBERTY FEDERAL CREDIT UNION

Liberty FCU, a full-service credit union, is currently seeking applicants for an IRA/HSA Representative to join the Deposit Operations Team. This position will be located at 4407 Theater Drive, Evansville, IN. The successful candidate must be detail-oriented and possess superior time management skills. Candidates must be available to work Saturdays on a rotating basis. If you are interested in this position, please proceed by clicking Apply.

Duties and Responsibilities include but are not limited to:

• Answer internal and external Deposit Support phone calls.
• Respond to internal and external Deposit Support emails.
• Perform Individual Retirement Account and Health Savings Account duties:
  • Assist with IRA and HSA duties as needed.
  • Assist with beneficiary IRAs.
  • Assist with IRA and HSA pending files.
  • Assist with reviewing IRA and HSA transactions for compliance.
  • Maintain knowledge of IRS rules and regulations in relation to IRAs and HSAs.