Retail Information and Support Specialist at Technology Credit Union (Tech CU) · San Jose, CA · Joined
TC
Retail Information and Support Specialist
Technology Credit Union (Tech CU) · San Jose, CA · Just now · 0 applicants
NewOn-siteFull-timeMiddle
Pay
$72k–$98kListed
Workplace
On-site
Job type
Full-time
Level
Middle
Team: Retail Banking · Source: jobright · Posted by joined-scrapper
About the role
Tech CU is hiring a Retail Information and Support Specialist to support Retail Banking operations and member service by resolving escalated account issues, administering IRA/HSA products, maintaining knowledge resources, and performing quality and compliance reviews.
What you’ll do
Resolve escalated account issues for members and Retail Banking
Administer IRA and HSA products and documentation
Maintain banking documentation and knowledge resources
Conduct quality and compliance reviews
Support back office service operations and regulatory requirements
Collaborate with business units to ensure service excellence
What you’ll need
A.A. degree or equivalent related work experience
3+ years of banking experience including IRA and HSA documentation/accounts
Strong knowledge of regulatory environment and financial products
Subject matter expertise in IRA and HSA regulations, accounts, and rollovers
Knowledge of documentation for trusts, court orders, levies, and subpoenas
Certified IRA Professional (CIP) certification
Original job description
Technology Credit Union (Tech CU) is hiring a Retail Information and Support Specialist to support Retail Banking operations and member service. The role resolves escalated account issues, administers IRA/HSA products, maintains banking documentation and knowledge resources, and conducts quality and compliance reviews.A.A. Degree or equivalent related…