Sr. Retail Administration Specialist - Broomfield, CO

    • Job Tracking ID: 512165-843471
    • Job Location: Broomfield, CO
    • Job Level: Mid Career (2+ years)
    • Level of Education: 2 year degree
    • Job Type: Full-Time/Regular
    • Date Updated: 01/23/2023
    • Years of Experience: 2 - 5 Years
    • Starting Date: ASAP
    • Days of the Week: Mon,Tue,Wed,Thurs,Fri
    • Hours: 40 hours a week Monday - Friday 8:00am - 5:00pm
    • Salary: Hourly wage $23.59 - $29.49 based on experience.
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Job Description

$1000 HIRING BONUS FOR ALL NEW EMPLOYEES*

*$1000 to be paid out 90 days after start date.

As The Artisans of Banking, we strive to be B.R.A.V.E. (Build Relationships & Add Value Everyday). We recognize that in order to meet the needs of our communities, we must represent our communities. Our success relies on creating a culture where we have diverse perspectives and a true sense of belonging. This is a journey, and we pledge to do more than simply check the box.

When you join our Premier Members team, your benefits will include:

  • Comprehensive medical insurance plan that has HRA, HSA, and FSA options
  • Dental and vision insurance
  • Generous paid-time-off
  • 11 paid holidays
  • Annual bonus
  • 401(k) plan with a 5% match
  • Wellness program
  • Tuition assistance
  • 1% employee loan discount
  • Employee Assistance Program (EAP)
  • Life and disability coverage

What sets working for Premier Members apart?

  • Career development and pathing opportunities to move into leadership roles or other lines of business within PMCU such as Commercial Lending, Finance, Marketing, Underwriting, Member Solutions, Training, Human Resources, and more.
  • Supportive and engaging work environment.
  • A wellness and sustainable work culture that puts family, Mother Nature, our community, and your health first.
  • A work environment that encourages personal as much as professional growth, teamwork to make the dream work, and treating everyone equally.

Hourly wage $23.59 - $29.49 based on experience.

Experience and Skills

POSITION SUMMARY:

Responsible for daily duties in the Retail Administration department including gathering, reporting, researching, processing, and analyzing data for the IRA/HSA portfolio. Activities may include tax reporting, retirement plan administration, IRA/HSA transaction processing and handling research requests to support the retail line of business. Provide service as back office support to the retail channels. Activities performed are in alignment and in accordance with all Retail Administration department processes and procedures. Services are professionally delivered and internal associates and members are provided excellent member service.

 

ESSENTIAL FUNCTIONS:

* Processing incoming IRA and HSA paperwork, death claims, rollovers and transfers

* Process IRA monthly periodic statements, tax document preparation

* Notify members of required minimum distribution for IRA accounts

* Assist department in project planning, research, project tasks and completion

* Perform daily duties in Retail Administration department to ensure effective completion of all daily, weekly, monthly and annual tasks

* Follow all established Retail Administration department policies and procedures

* Staying informed on changes in tax laws and regulations as they pertain to IRAs and HSAs and communicating that information to retail staff and members

* Working with the training department to provide proper training on IRA/HSA processes to retail staff

* Seek out and recommend process and procedure improvements for Retail Administration department to increase efficiency and streamline process for members and associates

* Work within department processes and procedures in accordance with established policy guidelines and standards, and are properly documented

* Perform Retail Administration department functions are efficiently and effectively performed in accordance with established Credit Union policies and standards and with applicable laws and regulations

* Keep manager informed of Retail Administration department activities, progress toward established objectives, and of any significant problems including fraud trends

* Complete required reports and related documents promptly and accurately, and in compliance with Credit Union guidelines and policies. Ensure the maintenance of department records and ensure the availability of adequate services and materials to support retail line of business activities.

* Ensure that members are properly informed of Credit Union practices and that requests, problems, and questions are promptly resolved

* Ensure that the Credit Union's professional reputation is maintained internally and externally

* Represent and assist departmental projects that involve Payment Services and involve other line of business and stake holders as warranted across the organization

* Assume responsibility for related duties as required or assigned

 

QUALIFICATIONS

EDUCATION/CERTIFICATION:

* Associate’s Degree and/or 2 years of recent and related work experience required

 

REQUIRED KNOWLEDGE:

* Thorough understanding established processes, procedures, polices and risks to the organization relating to retirement accounts

* Thorough understanding of IRA and HSA rules and regulations

* Problem solving skills and time management

 

EXPERIENCE REQUIRED:

* Minimum of two years experience in a financial institution required

* Previous experience with retirement accounts and or tax preparation strongly preferred but not required

* Working Knowledge of IRA and HSA rules and regulations

 

SKILLS/ABILITIES:

* Ability to multitask and manage time effectively to balance workday and to complete all assigned duties in a timely manner

* Attention to detail and strong organizational skills

* Working knowledge of operating systems.

* Clear communication, proficient math and typing skills

* Must have a professional appearance, dress and attitude

 

WORKING CONDITIONS

* Standard office conditions

* Low to moderate noise

* Limited lifting up to 10 lbs.

 

This description has been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Essential functions, requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

 

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.


The Credit Union believes that each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties, qualifications, and job scope, but not limit the incumbent. It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of our endeavors. Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.

 

This Job Description is not a complete statement of all duties and responsibilities of this position and may change with or without notice.