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Job Schedule: Full Time Location: Lynn, MA
Responsible for a variety of centralized processing and support of deposit accounts including Certificates of Deposit (CDs), Retirement Accounts and deposit account exception processing.
2. MAJOR RESPONSIBILITIES:
Assist in annual projects such as B-notice and W8BEN recertification
3. PROBLEM SOLVING & DECISION MAKING:
Independent decisioning for minor and/or mid-level issues, ability to identify potential solutions for more complex or uncommon issues for approval recommendation. A strong understanding of IRS rules with respect to retirement accounts is needed to make decisions on Retirement account related activities. Firm understanding of various state and federal regulations associated with the various functions performed in Deposit Operations. Proactively involve resources from other departments and various bank systems to solve issues.
4. REQUIREMENTS: (Describe the typical minimum requirements to perform the job.)
Education and Experience
High School Graduate with a minimum 3 - 5 years banking experience, preferably in operations and retirement account processing.
Skills/Knowledge
Working Conditions
This is a hybrid role.
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