IRA Representative **Dupaco Community Credit Union** 1 Positions ID: IRARE002763 Posted On 01/15/2025 **Job Overview** The IRA Representative is responsible for opening and maintaining IRAs and HSAs for members. The credit union will rely on this person to be able to assist staff with any questions regarding IRA and HSA accounts. The IRA Representative provides courteous, professional, and knowledgeable service to increase member satisfaction and account usage. There’s a lot to love about working at Dupaco… Whether it's a great benefit package that helps YOU take care of YOU and helps YOU save for your future with a generous 401k match, awesome starting pay of $20.80/hour, with monthly and annual incentives, and the ability to Build a Career Worth Loving. \#DupacoDifference. https://www.youtube.com/watch?v=Oy\_rZxNXcC8 **Responsibilities:** + Identify areas to assist members with additional products thru additional products and services + Serve as a point of contact to members and staff to provide answer questions and effectively communicate information around IRA/HSA laws/regulations, Dupaco penalties/fees and IRS penalties/fees + Identify opportunities to increase efficiencies and partner with the IRA Supervisor to deploy procedures to utilize department recourses effectively + Process paperwork, transactions and requests within service level standards with minimal errors + Assist members with a multitude of IRA/HSA transactions such as but not limited to contributions investment changes, withdraws, conversions, and mistaken distributions + Process incoming daily transfer and rollover funds + Service as a contact to members, other institutions and staff when processing transfers out to other financials + Set up and maintain annual IRA Required Minimum Distributions (RMDs) + Continue professional development thru online courses and staff development trainings + Maintain a high level of member satisfaction recorded thru member touch point surveys + Review and manage IRA/HSA reports to ensure proper IRS reporting + Supports DFS and branch personnel with IRA questions and documentation + Assist in keeping organization resources and internal team procedures updated as necessary + Perform other duties as assigned **Requirements:** + A high school diploma or equivalent (i.e. GED) + Excellent interpersonal and communication skills to represent the financial institution in a positive and professional way when dealing with membership, vendors, and other staff members + Strong problem-solving skills, and an aptitude for learning new technologies + Highly organized, detail-oriented, and able to manage multiple projects simultaneously + 2 years of banking experience and/or 1-year IRA experience Primary Contact 114365 Matt Hostert Senior Recruiting Specialist, Human Resources 563-557-7600, ext. 2564 Phone Phone Phone Fax mhostert@dupaco.com Email True False True **Job Details** Categories Banking/Mortgage/Financial Services Cashier Customer Service Location Dubuque, IA Job Type Employee Full/Part Full Time Company ID 986 Job REQ # IRARE002763 \# Positions 1 Start Date 20250115 End Date 20250220 Featured Job TH Ad TH Comments **Similar Jobs** Business Services Representative Dupaco Community Credit Union Customer Solutions Representative Kendall Hunt Publishing Company Customer Service Representative Fidelity Bank & Trust Client Service Representative (CSR) Kunkel & Associates, Inc. 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Learn more about us at www.dupaco.com (https://www.dupaco.com/about/) . **A Dupaco career is different.** We’re a diverse crew of caring, passionate, and fun-loving people who work together toward a higher purpose- to always look out for our members’ best interests. That promise is at the center of everything we do. And we have plenty of career opportunities for thoughtful, genuine, and motivated people who can help us deliver. Our culture is built to empower and inspire you every single day. When you get here, you’ll know that your voice is valued and heard. And you’ll find new and unique ways to make a positive impact just by being you. See more perks you'll love (https://www.dupaco.com/about/dupaco-careers/) _Dupaco Community Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, religion, color, national origin, sex, age, sexual orientation, gender identity, status as a protected veteran, or status as a qualified individual with disability._