IRA/New Accounts Specialist I - #5476

Description:

Bank OZK is seeking a dynamic professional who is interested in our open IRA/New Accounts Specialist position, Requisition 5476. The position will be located at our Ozark, AR Operations Center.

To perform daily back office deposit operation functions, assist existing and new branch
locations with performing their IRA/HSA New Account responsibilities in a professional
and accurate manner according to Bank policy and procedure.

Essential Job Functions:
1. Perform daily back office IRA/HSA new account verification functions
2. Assist current and future branch staff in performing their IRA/HSA new
account responsibilities in a professional and accurate manner
3. Process and verify new and revised customer IRA/HSA account
documentation
4. Process and verify customer IRA/HSA maintenances
5. Generate required governmental reporting.
6. Gather data for management reporting.
7. Monitor, process, & verify annual required minimum distributions
8. Monitor, process, & verify scheduled distributions
9. Perform tax reporting corrections
10. Review and correct DDA, Savings, Time Deposit IRA and HSA tax reporting
11. Assist with New Account Verification job duties as needed
12. Maintain good punctuality and attendance to work

Marginal Job Duties:
1. Other job duties as assigned

Knowledge, Skills, & Abilities:
1. Knowledge of and experience with Microsoft Office
2. Computer skills
3. Ability to use a 10-key calculator
4. Ability to work without close supervision
5. Ability to provide excellent internal customer service
6. Good writing and verbal skills
7. Work well under pressure and with deadlines
8. Ability to adapt to repeated interruptions
9. Knowledge of administrative and clerical procedures
10. Ability to respond to branch requests promptly and professionally
11. Ability to adapt well to change
12. Ability to learn and follow Bank policies and procedures

Equipment Used in Job Performance/Working Environment:
1. Computer
2. Telephone
3. Scanner
4. 10-key Calculator
5. Copier/Facsimile Machine

Major Job Demands (Physical/Mental):
1. Decision making
2. Problem solving
3. Knowing and following bank policies

Basic Qualifications:
1. High School diploma or equivalent
2. Ability to work extended hours as needed
3. 1 year minimum experience with Microsoft Office products

Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.

In order to be considered as an applicant for employment, you must first successfully apply on-line at: careers.peopleclick.com/careerscp/Client_BankOZK/external/jobDetails.do

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