General Position Scope:

The IRA and Systems Specialist is responsible in providing assistance and expertise to BankPlus employees on IRAs, CESA, Health Savings Accounts and Time Deposit Accounts and various software applications

Duties and Responsibilities:

• Responsible for assisting BankPlus employees with specific issues relating to IRAs, CESA, Health Savings Accounts and Time Deposit accounts and providing information regarding any regulation changes.


• Responsible for providing assistance to BankPlus employees on different software applications including but not limited to ArgoKeys, Branch Anywhere, eSign, and Adobe Sign.


• Assist with testing new releases and updates and providing information and details of changes.


• Assist with working with other departments on special projects such as mergers and acquisitions.


• Review and verify the accuracy of all IRA forms submitted.


• Handle all IRA Government reporting corrections after Year End.


• Responsible for communicating with BankPlus employees via e-mail concerning problems, concerns, implementations, etc.


• Responsible for communicating with Banking Center Communications and Support and Education departments.


• Maintain a thorough knowledge of Bank products, services, policies, procedures and appropriate regulatory issues as related to daily job functions including but not limited to: Bank Secrecy Act; Privacy Act; Fair Lending Act; Regulation E, etc. Complete required compliance training and adhere to the Bank’s standard of conduct.


• Participation in the bank’s High-Performance Rewards Connections program.


• Make referrals to the Mortgage Center and Wealth Management.


• Responsible for communicating with Jack Henry on issues/opportunities with core product.


• Perform other duties as requested.


• Responsible for loading all calls/issues through Track-it product.

Position Requirements:

• Bachelor's degree preferred


• Three (3) or more years of similar or related experience.


• IRA and Personal Banker experience preferred.


• General computer knowledge, experience with Microsoft Office Suite, to include Excel, Word, Access and Outlook.


• Excellent verbal and written communication skills.

Job #650349