IRA Analyst

The IRA Analyst is responsible for providing high quality support to Branches, the Client Care Center, Boise Deposit Operations and other internal departments to best support the Company’s business goals and service level expectations. Each department member may have an emphasis in one or more specific areas of service, however, will be cross trained in multiple functional areas.

Along with the key functions listed below, this position will be expected to uphold the value that WaFd Bank places on simply being kind when servicing our co-workers and clients.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned:

Process IRA Distributions for all WaFd Bank owned IRA’s.
• Assist branches with procedure inquires related to opening and maintaining IRA accounts.
• Ensure correct IRS reporting is being completed.
• Consistently, efficiently, and accurately perform tasks, answer questions, fulfill requests, and resolve problems for internal and external clients.
• Answer all calls and email communication in a courteous, respectful, accurate, supportive and timely manner.
• Cooperatively work with colleagues, branch staff, as well as internal and external clients with the highest level of professionalism, courteousness, respect, and attentiveness.
• Perform tasks that affect the Company’s compliance with existing, revised, and new State and Federal compliance regulations.
• Fully participate in banking and business skill and knowledge development through various channels that the Bank may provide, including self-study assignments, computer-based training, one-on-one instruction, and group instruction.
• Proactively and regularly increase working knowledge of bank policies and procedures.
• Closely follow the Bank’s Information Security policies and procedures, ensuring that the handling, processing, and storage of all customer and confidential or proprietary bank information are done in a secure manner and environment.
• Adhere to and ensure branch staff adherence to bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations. To that end, ensure timely and accurate preparation of Currency Transaction Reports, Suspicious Activity Reports and other recordkeeping requirements.
• Regular, consistent, and punctual attendance at the employer’s facility.

education and experience

• Position requires a High school diploma; or approved equivalent.
• Preferred 1-2 years of experience in banking or the financial services industry
• Familiarity with current banking regulations

Knowledge, Skills, and Abilities

• Working knowledge of deposit accounts
• Must have excellent written and verbal communication skills, effective analytical skills, and organizational skills.
• Candidate should be able to accept instruction, prioritize, follow-through on work assignments with minimal supervision, and be able to work in a team environment.
• Working knowledge of or the ability to learn applicable state and federal laws, regulations, policies, and procedures related to this position.
• Computer proficiency with basic applications (i.e. Word and Excel)

Location:

• Must be able to work in our West Boise office.