• IRA and HSA Specialist

    Location US-MD-Upper Marlboro
    Posted Date 3 months ago(12/7/2018 5:02 PM)
    Job ID
    Branch Services - Specialty Accounts
    USD $37,500.00/Yr.
    USD $57,500.00/Yr.
  • Overview


    As one of the largest credit unions in the region and one of the top performers in the nation, NASA Federal is well established, financially sound, and thrives on technology. Our core purpose is to empower people to achieve a brighter financial future by providing them with best-in-class service through our friendly, knowledgeable people. Our employees contribute to the success of our Credit Union each and every day by looking for opportunities to improve the organization, partnering to achieve worthy goals, stepping up to meet challenges, and taking responsibility for actions and outcomes.  Our generous benefit package includes:

    • Salary: $37,500 - $57,500 / Annually
    • 401(k) match to 5% of earnings – immediate enrollment and 100% vesting
    • Choice of two health plans:
      • Open Access High Deductible (100% employer paid premiums)
      • Open Access Low Deductible Plan (80% employer paid premiums)
    • Dental
    • Life Insurance
    • Long-term Disability Insurance
    • Employee Assistance Program
    • Paid vacation
    • Paid sick time
    • 10 Paid holidays
    • Profit Sharing eligible


    • Processes the opening, closing and maintenance of: business, IRA and HSA, trusts, custodial, representative payee, power of attorney, and estate accounts.
    • Requires an effective understanding of the Credit Union processes such as: basic transactions, system utilization, as well as regulatory compliance.
    • Provides product and services information by phone or via the Internet on the full range of Credit Union products and services.
    • Remains cognizant of and adheres to Credit Union policies and procedures, and regulations pertaining to the Bank Secrecy Act.
    • Handles all online and electronic general new account and specialty account opening and service inquiries.
    • Processes new account approvals and denials and performs Account Quality Control.
    • Reviews account applications to verify that all required documentation has been received
      • follows up and requests missing information
      • analyzes the information gathered based on Credit Union policy
      • reviews customer identification information, fraud indicators, and credit history
      • determines the terms and conditions of membership
    • Handles all savings, IRA, and certificate of deposit requests received by branch, mail, phone, or electronic services.
    • Ensures the maintenance of existing certificate of deposit by renewing or cancelling certificates upon maturity in response to member requests.
    • Monitors, processes, and verifies annual required minimum distributions and scheduled distributions.
    • Reviews and corrects DDA, Savings, Time Deposit IRA and HSA tax reporting.
    • Compiles statistical information from various consumer reporting systems and assists in creating and/or updating periodic departmental reports.
    • Performs other support and/or administrative duties as assigned


    • Minimum of two years of banking experience, performing the duties listed
    • College degree and/or certificate in financial counseling, IRA processing, or Business Accounts a plus


    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed

    Connect With Us!

    Not ready to apply? Connect with us for general consideration.