IRA/CD Operations Specialist II - Part Time Second Shift (4PM - 8PM)

About the role

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

Responsibilities

• Maintain an in-depth, working knowledge of all IRA/CD products and services as they relate to operational procedures, increased efficiencies and profitability within the banking center.
• Research and clear CD and IRA entries and entries on other internal accounts.
• Interact with Financial Centers regarding all IRA/CD Operations supported Operational and Risk Functions.
• Review and validate all required IRS and state specific documentation and coding for all IRA/CD transactions is received and accurate for proper IRS reporting on customer accounts.
• Process complex IRA distributions, collecting customer information gathered by Financial Centers and completing transactions utilizing Raft in order to maintain IRS and Fifth Third compliance, legal and IRS standards.
• Research and coordinate support for complex Compliance and Documentation exceptions such as IRS Audit letters.
• Collaborate with management and IT for the recommendation and implementation of enhancements to include writing requirements, test plans and testing.
• Perform miscellaneous maintenance functions as needed (i.e. removal of names upon death, DISC IRS updates (IRS Reporting), auto distributions, etc.).
• Facilitate or participate in assigned projects.

Requirements

• Bachelor’s Degree or equivalent work experience preferred.
• Three (3) years related experience required, preferably in Retail or Operations.
• Demonstrated ability to resolve operational issues.
• Strong verbal and written communication skills.
• Strong PC knowledge to include Word & Excel, and a working knowledge of the internal banking center systems, such as Raft, ACE, Mobius, IHUB, Branch Capture. Knowledge of frontier system is a plus.
• Able to handle multiple tasks and work well under pressure.
• Necessary to have flexibility in scheduling.
• Must be able to work in a team environment with the ability to interact well, and in a positive manner, with co-workers and management.

Qualifications

• Knowledge of retail policies, procedures and products.
• Ability to handle multiple tasks and work well under pressure.
• Necessary to have flexibility in scheduling.
• Must be able to work in a team environment with the ability to interact well, and in a positive manner, with co-workers and management.

Skills

• Knowledge of IRS regulations related to information reporting and tax withholding, including requirements in accordance with IRC section 408 and the corresponding regulations and publications.
• Ability to handle multiple tasks and work well under pressure.
• Necessary to have flexibility in scheduling.
• Must be able to work in a team environment with the ability to interact well, and in a positive manner, with co-workers and management.

Benefits

At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.

Pay

The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.

Schedule

Second Shift (4PM - 8PM)