Operations Spec Ii - Ira Service Rep
CurrentReviews daily retirement account paperwork relating to IRA withdrawals and account applications, processing and reconciling transactions Identifies differences and resolves more complex outstanding differences dailyInput weekly certificate rates into the Rates program for all TCF Financial affiliate bank certificate products and multi-tiered productsStrict adherence to IRS regulations requiring a thorough understanding of the regulations as they pertain to retirement accounts… Show more Reviews daily retirement account paperwork relating to IRA withdrawals and account applications, processing and reconciling transactions Identifies differences and resolves more complex outstanding differences dailyInput weekly certificate rates into the Rates program for all TCF Financial affiliate bank certificate products and multi-tiered productsStrict adherence to IRS regulations requiring a thorough understanding of the regulations as they pertain to retirement accounts Utilizes Excel spreadsheets to report and record findings, communicates with internal clientsResolve questions and problems from all TCF Financial affiliate bank branches regarding retirement accountsAwarded "The Customer First", 1st, 2nd, and 3rd Quarters of 2014 awards in recognition of outstanding customer service Show less