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Deposit Operations Specialist

Deposit Operations Specialist

Job ID 
2017-1799
Job Locations 
US-CA-San Diego
Job Type 
Regular Full-Time
Department 
Deposits

More information about this job

Description

BofI Federal Bank is one of the fastest growing banks in the nation. We are publicly traded (NASDAQ: BOFI), FDIC insured, Equal Housing Lender.

 

We rely on our employees’ collaborative creativity, intelligence, curiosity and innovation. We’re tech-savvy problem-solvers who are competitive and hungry for success.

 

Primary responsibilities: 

  • Process requests related to IRA/Roth accounts, including but not limited to:
    • New account enrollment
    • Distributions
    • Transfers
    • Contributions
    • Rollovers
    • Various file maintenance
  • Review daily IRA/Roth transactions for accuracy and regulatory compliance
  • Assists customers with questions involving their IRA/Roth accounts
  • Perform special projects and routine Deposit Operations' tasks as needed

Key Skill Sets or Knowledge Requirements

  • Excellent written and verbal communication skills
  • Good problem solving
  • Experienced working with multiple software platforms in support of daily processing needs
  • Reliable working independently
  • Enjoy fast paced environment
  • Adept in executing routine tasks with a high degree of accuracy
  • Basic understanding of personal retirement accounts

Desired Career Experience & Education Requirements

  • Customer service experience
  • Knowledge of applicable banking and retirement account regulations
  • High school diploma

Prefer:

  • 2 years working with retirement accounts
  • Jack Henry 
  • Some college and/or technical education

 

Job Functions & Work Environment:

 

While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.

 

The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

 

 

Equal Employment Opportunity:

 

BofI Federal Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex , gender identity and expression, sexual orientation, national origin, ancestry, citizenship status, uniform service member and veteran status, marital status, pregnancy, age, protected medical condition, genetic information, disability, or any other protected status in accordance with all applicable federal, state and local laws. Candidates must possess authorization to work in the United States.