IRA Certificate Specialist — Detail-Driven & Member-Focused
Job in
Sacramento, Sacramento County, California, 95828, USA
Listed on 2026-08-24
Listing for:
Golden 1 Credit Union
Full Time
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Golden 1 Credit Union seeks an IRA Certificate Technician to verify and document IRA and Certificate information, stay current on regulations, and maintain detailed records. You will handle high call volumes with professional communication and assist with beneficiary disbursement and account closure.
Ideal candidates have IRA processing experience, plus knowledge of escheatment and dormant accounts, with a strong customer-service background in financial services.
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