Deposit Operations & Delivery - IRA Admin

It starts with our culture ...

Common sense has never been common.

If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything would be fair, without all the small talk. And banks would only sell you what you need. When a banker looked at a client, they wouldn’t just see a number, they’d see a dad or a mom or a graduate or a business owner.

Our Bankers understand the complexities of people’s lives and offer simple solutions.

That's the basics of Relationships. Fairness. Simplicity®. When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings.

We have a long-standing commitment to Equity, Diversity and Inclusion. Through our banking relationships, investing, grants, and volunteerism, NBH Bank promotes the growth, revitalization and sustainability of the communities we serve. We believe that these are important elements in building and sustaining a successful organization and a positive, results-driven culture. We strive for all of our associates to feel welcome and empowered at work.

The duties of this job require a high degree of specialized expertise and skill in maintaining established standards of quality and accuracy. Drive, determination and a self-disciplined approach to achieving results that meet these established criteria are necessary for successful job performance. The job environment is structured and job expectations are clear. While the pace of the work is faster than average, quality is never compromised.

The focus of communication and organizational relationships is based on technical expertise. The work requires specialized technical problem solving and ingenuity while working within approved organizational systems and technology, and the demonstration of the values of integrity, quality and caution. New ideas and concepts are also important but will be carefully analyzed and tested before communication and adoption. If the job involves managing others, there is a need for someone who can exercise the necessary authority to assure policies and procedures are followed and time frames are met.

At the same time, it will be necessary to give subordinates structured opportunity to develop their own expertise and capability for quality work to assure effective delegation and shared responsibility for work output. It is expected that coaching and training support for achieving effective delegation will be required. The position encompasses a defined span of control and opportunity for someone who engenders trust, demonstrates a sense of urgency and assures consistent achievement of quality standards.

The work requires making decisions that support company guidelines authoritatively and quickly.

As a IRA Administrator, you will supervise the IRA & HSA Support Specialist, and administer the bank’s IRA & ESA products, including review of reporting, IRS compliance for documentation, retention, amendment process, and IRA branch training. You will be responsible for a variety of tasks including maintaining IRA files for recordkeeping and retrievability, review IRA reports, logs, report branch exceptions, IRA Account files and forms for accuracy, research and resolve out of balance conditions, communicate IRA changes including required minimum distribution guidelines, and be responsible for the monthly reconciliation of all internal accounts used for the purpose of State and Federal withholding.

Additionally, the IRA Administrator will collaborate with other departments and associates in a professional and cooperative manner, conduct IRA training at least annually to all applicable associates, and are expected to and build a great rapport with…