New Accounts Rep III - IRA Specialist
The PrivateBank - Orland Park, IL

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PrivateBancorp, Inc. through its subsidiaries, delivers customized business and personal financial services to middle-market companies, as well as business owners, executives, entrepreneurs and families in all of the markets and communities we serve. We provide a comprehensive benefit package including paid vacation and holidays, 401(k) with employer match, insurance and EAP. Please visit our web site www.theprivatebank.com to learn more about The PrivateBank and Trust Company and PrivateBancorp, Inc. listed on NASDAQ PVTB. Equal Opportunity Employer, m/f/d/v.

Responsibilities:

This position is responsible for total management/oversight of the IRA program for the Community Banking Group. The IRA program includes filing, proper documentation, ensuring proper coding, auditing new/old files, tax forms, and acting as a resource for IRA’s for the Illinois branches. In addition, continue servicing clients as a Relationship Banker as needed.

As a relationship banker, opens and process new demand and time deposit accounts including statement savings, IRA’s, certificate of deposit, and money market accounts. Provides outstanding customer service with information on deposit accounts, rates, service charges, and other relevant account information. Process and close Home Equity, Car loans and Personal loans. Researches and resolves problems and responds to customer inquiries on account status. Cross sells other bank services and refers customers to other departments as appropriate. Duties and tasks reflect substantial variety and complexity. Assignments are broad in nature and usually require originality and ingenuity. As the IRA Specialist, there are daily, weekly, monthly, and yearly job responsibilities for IRAs such as filing, ensuring proper documentation, ensuring proper coding, auditing new/old files, tax forms, and acting as a resource for IRA’s for the Illinois branches. Will serve as a resource to others in the resolution of complex IRA problems and issues

Qualifications:

Proficient in IRA knowledge and processing, or have 3-5 years experience as a banker who has familiarity with the intricacies of IRAs. Bankers Insight, Metavante Insight, Net Imaging, and Card Management skills preferred. Ability to cross-sell bank products and services. Excellent verbal and written communication skills, knowledge of Word and Excel.

Minimum 3-5 years experience in Retail Banking and IRAs.

The PrivateBank - 18 months ago - save job - block
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