Investment Services Specialist

Job Summary

IBC Investment Services (IBCIS) Program offers investment planning assistance and products that help IBC Bank customers plan for their financial goals and the future. The IBC Investment Services Specialist (Specialist) is responsible for providing support services to IBCIS. Duties must be carried out accurately and efficiently in a fast‑paced environment and in accordance with program policies and procedures. The Specialist verifies program revenue and facilitates bank interaction between the third‑party vendor and bank employees.

• Deliver the IBC Experience by providing prompt, efficient and friendly customer service.
• Create and maintain database information critical to preparing various monthly and annual reports.
• Prepare and track IBCIS sales and incentive pay information and paperwork.
• Prepare monthly revenue tracking reports.
• Work closely with IBCIS financial consultants to track sales and data and meet compliance requirements.
• Support the employee‑based Licensed Bank Employee Program to create opportunities for both bank employees and customers.
• Compile and maintain support information necessary for program audits.
• Prepare agendas and presentations for committee and/or board meetings as assigned.
• Demonstrate ability to exercise discretion and confidentiality, handling important customer information.
• Assist the program director with reports related to IBCIS annual goals and the vendor management contract.
• Be informed and track regulatory updates.
• Perform other duties as assigned.

• Able to find solutions through critical thinking.
• Report making and data extraction skills.
• Excellent customer service skills.
• Strong written and oral communication skills in English.
• Able to process transactions accurately and efficiently.
• Develop knowledge of IBC Bank programs, policies, and third‑party vendor relationships.
• Proficient computer skills and knowledge of Microsoft Office applications, specifically Word, PowerPoint, and Excel.
• Basic math skills and ability to use calculator functions.
• Careful attention to detail.
• Team player.

High School graduate or GED equivalent. Prior sales or office work experience is a plus.

• Medical Plan
• Employer Paid Life Insurance
• Flexible Spending Program
• 401k Profit Sharing Program
• Supplemental Benefit Programs such as Vision, Dental, Disability
• Tuition Assistance Program
• Sick Leave
• Vacation
• Paid Holidays

Time Type:
Full time. This is an in‑office position.