A top Fortune 50 financial institution in Pensacola, FL is currently seeking a Customer Support Specialist – IRA & Certificates to join its Back-Office Operations team in an onsite capacity.
Responsibilities:
- Process IRA, Certificate, and POD account requests from members, branches, and the contact center
- Identify and escalate suspicious or fraudulent activity
- Place account holds and prepare documentation for compliance review
- Ensure accuracy and efficiency in a high-volume, fast-paced environment
- Perform other duties, as needed
Qualifications:
- 1+ year of related work experience
- High School Diploma / GED
- Computer savvy
- Microsoft Office proficient
- Solid problem-solving and time management skills
- Great interpersonal skills
- Excellent communication skills (written and verbal)
- Highly organized
- Ability to thrive in a high-pressure, fast-paced setting
Desired Skills:
- Associate’s and/or Bachelor’s Degree
- Knowledge of legal and regulatory requirements related to IRAs and certificates, including Internal Revenue Service (IRS) guidelines and National Credit Union Administration (NCUA) regulations
- Familiarity with financial software, databases,
