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EFT Analyst
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- We have been recognized nationally by (1) Newsweek’s America’s Best Bank’s list , (2) we’ve received a 5-star rating from Bauer financial , and (3) we’ve also ranked #12 in S&P Global’ s Top Performing Credit Union’s in 2022 for the second year in a row!
- Maintaining membership’s IRA portfolios by processing monthly, quarterly, and annual Required Minimum Distributions, notifying members when they are required to start RMDs, maintaining the IRA out-of-balance report, completing 1099R corrections to be sent to the Internal Revenue Service and notifying members of any IRS changes to the IRA rules and regulations.
- Utilizing IRA Service Center to respond to IRA inquiries in a professional manner and maintaining positive member relations.
- Being responsible for account estate settlement issues including but not limited to deceased accounts, probate issues, trust accounts, maintenance, and disbursements of accounts upon death of account holder.
- Researching and notifying proper staff of ACH death notifications.
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