IRA Support Specialist

Profile

:,ActualValueFromSolar:null},{QuestionName:What Youu0027ll Do,AnswerValue:The position is responsible for providing IRA time-deposit customer support, including addressing customer and branch inquiries, processing new applications, contributions, distributions, and beneficiary designations. The incumbent will answer general questions regarding annual mailings of federal tax withholdings and monthly/quarterly statements. u003cbr/u003e- Respond/handle phone inquiries from customers and bank associates regarding IRA time-deposits. Inquiries include instructions on completing new applications, performing distributions and contributions, and the handling of beneficiary designations and relationships. u003cbr/u003e- Process and verify new applications, contributions, change of beneficiary and distributions. Ensure the documentation is complete, accurate, and ready for records retention. Send appropriate confirmation letters directly to customers. u003cbr/u003e- Access reports to proactively manage distributions for customers reaching 70 ½ or beneficiaries. u003cbr/u003e- Manage processes to ensure proper tax withholdings are recorded and the bank is in compliance with all distribution requirements. u003cbr/u003e- Train branch personnel on IRA time-deposit policies and procedures. u003cbr/u003e- Support inquiries related to the annual mailing of tax statements. u003cbr/u003e- Keep current with all IRS regulations for IRAs and Time Deposits. u003cbr/u003e- Test and validate new systems for tax reporting on IRA Time Depositsu003cbr/u003e- Recommend changes and create new internal procedures for IRA Time Deposits u003cbr/u003e- Other duties as assigned.,VerityZone:jobdescription,QuestionType:textarea,ActualValueFromSolar:null},{QuestionName:Requisition Number,AnswerValue:12012BR,VerityZone:autoreq,QuestionType:text,ActualValueFromSolar:null},{QuestionName:At UMB,AnswerValue:We strive to deliver u003ciu003etheu003c/iu003e unparalleled customer experience, and show customers they can count on more from UMB. The same is true for our associates. You can count on more benefits, more training, more support, and more opportunity! u003cbru003eu003cbru003eWhat youu0027ll get: u003cbru003eu003cbu003eUnique Benefit Programs : u003c/bu003e We offer a great benefits package including several unique programs like an incentive-based wellness program, parental leave, adoption assistance and health care for you, your spouse or domestic partner, your dependents and even your pets!!u003cbru003eu003cbu003eProfessional Development: u003c/bu003eWe provide our associates with the tools they need to support their career goals - including training, tuition reimbursement and career guidance.u003cbru003eu003cbu003eCommunity Involvement:u003c/bu003e Giving back is a big part of who we are! We support several great causes throughout the UMB footprint. We even offer Volunteer Time Off, which allows associates to dedicate 16 hours a year to a worthy cause of their choice.u003cbru003eu003cbu003eCulture of Diversity and Inclusion: u003c/bu003eWe are committed to building a strong UMB by hiring talented, high-performing associates with diverse backgrounds. Maybe you simply want to work at a company where you have a voice and an opportunity to share your unique ideas. u003cbru003eu003cbru003ePlease visit us at u003ca href=****target=_blank\u003ecareers.umb.comu003c/au003e to view a list of all available opportunities. UMB is an Equal Opportunity Employer. Principals only. No 3rd parties or agencies, please.,VerityZone:formtext38,QuestionType:textarea,ActualValueFromSolar:null},{QuestionName:Work Schedule,AnswerValue:Monday-Friday: 8:00am-5:00pm,VerityZone:formtext12,QuestionType:text,ActualValueFromSolar:null},{QuestionName:Division Name,AnswerValue:Consumer Services ,VerityZone:formtext8,QuestionType:single-select,ActualValueFromSolar:null},{QuestionName:City,AnswerValue:Kansas City,VerityZone:formtext13,QuestionType:text,ActualValueFromSolar:null},{QuestionName:Preferred Requirements,AnswerValue:- Previous work experience with IRA/Tax processing,VerityZone:formtext34,QuestionType:textarea,ActualValueFromSolar:null},{QuestionName:Job Title,AnswerValue:IRA Support Specialist,VerityZone:formtext29,QuestionType:text,ActualValueFromSolar:null},{QuestionName:Address,AnswerValue:1010 Grand Blvd,VerityZone:formtext31,QuestionType:text,ActualValueFromSolar:null},{QuestionName:Shift,AnswerValue:Full Time ,VerityZone:formtext5,QuestionType:single-select,ActualValueFromSolar:null},{QuestionName:State,AnswerValue:MO,VerityZone:formtext28,QuestionType:text,ActualValueFromSolar:null},{QuestionName:In this Role, You will Need,AnswerValue:- Demonstrates ability to communicate clearly with coworkers, managers, and business partnersu003cbru003e- Demonstrates excellent attention to detail and accuracy of work produced; while demonstrating good decision-making/problem-solving abilityu003cbru003e- Demonstrates good written communication skillsu003cbru003e- Highly motivated self-starter with the ability to determine priorities, plan, organize, and follow through on tasksu003cbru003e- UMB system experience; Mosaic, Hogan, RDS,VerityZone:formtext33,QuestionType:textarea,ActualValueFromSolar:null},{QuestionName:Who You Are,AnswerValue:- High School degree or equivalentu003cbru003e- Two years of applicable financial services experience with individual retirement or time-deposit accounts u003cbru003e- Customer service experience u003cbru003e- Microsoft Office applications experience,VerityZone:formtext44,QuestionType:textarea,ActualValueFromSolar:null}],GQId:1761,isGQResponsive:true,isActive:true,isSocialReferralJobRestricted:false,localeId:1033,AutoOptionalReqId:12012BR,Title:IRA Support Specialist,JobSiteId:5319,Link:****{Responsive_AdvancedCSS: /*#N#GUIDELINES#N##N#• Enter CSS here.#N##N#• Please take care not to compromise accessibility including color contrast.#N##N#• Please test all window widths so that all responsive break-points remain in tact.#N##N#• Please refer to attributes of the body tag to limit the scope of your rules to a single workflow, or else be sure to check each individual workflow.#N#*/#N##N#input[type=text],input[type=password] { #N#background-color: #ffffff; 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