Banking Associate - CD/IRA/Decedent

MidFirst Bank
United States, Oklahoma, Oklahoma City
Mar 29, 2025
Description This position is part of the CD, IRA, and Decedent department within our Bank Operations group. The CD, IRA, and Decedent department is responsible for ensuring new account documentation associated with CDs and IRAs is collected, accurate, and complete. They also ensure maintenance and activity on these accounts are performed according to policy and while adhering to applicable regulations. The team is also responsible for ensuring deposit accounts transactions are properly handled in the event a customer is identified or reported as being deceased. This position plays a key role in maintaining the integrity of our accounts, supporting front line personnel in a trusted advisor role, and collaborating with other departments as needed. Typical hours for this position are Monday-Friday 8am-5pm. Occasional weekend and/or holiday hours may be required. Position Requirements: 1-3 years banking experience is preferred CD/IRA knowledge is preferred, but not required Ability to accurately 10-key Ability to use standard computer software (MS Outlook, MS Excel) and quickly learn to navigate and operate job-specific software and web-based applications Problem solving skill with strong attention to detail Excellent verbal and written communication skills Ability to provide a high degree of customer service Ability to perform job functions independently In addition, the position is expected to read, reference, and interpret written departmental procedures, cross train on department tasks, make suggestions to correct or enhance existing processes, and take advantage of available opportunities to develop a deeper understanding of applicable regulations, operational compliance, and the banking industry to support career development and growth. Qualifications Education High School (required) Experience CD/IRA knowledge preferred, but not required (preferred) 1 - 3 years: 1-3 years banking experience (preferred) Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)