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IRA & Certificate Specialist: Precision & Compliance
Job in
Sacramento, Sacramento County, California, 95828, USA
Listed on 2026-08-09
Listing for:
Golden1
Full Time
position Listed on 2026-08-09
Job specializations:
-
Finance & Banking
Banking Operations
Job Description & How to Apply Below
Golden 1 Credit Union in California seeks an experienced IRA Certificate Technician to verify and document IRA and Certificate information with accuracy and compliance. You will support members with professionalism, handle regulatory requirements, and maintain detailed records in a fast-paced environment.
Responsibilities include documentation, account maintenance, and effective communication with members and teams, while contributing to process improvements and excellence in member service.
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