go.apply.ci
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URL:
https://go.apply.ci/p/peHjKreeJt
Submission: On March 07 via manual from US — Scanned from DE
Submission: On March 07 via manual from US — Scanned from DE
Form analysis 1 forms found in the DOM
<form _ngcontent-gpl-c119="" novalidate="" class="ng-untouched ng-pristine ng-invalid">
<div _ngcontent-gpl-c119="" gdcolumns="100%" gdrows="repeat(5, auto)" gdgap="20px" gdalignrows="center" class="ng-star-inserted"
style="display: grid; grid-template-columns: 100%; grid-template-rows: repeat(5, auto); gap: 20px; justify-content: center; justify-items: stretch;"><mat-card _ngcontent-gpl-c119=""
class="mat-card mat-focus-indicator instructions-card _mat-animation-noopable">
<h1 _ngcontent-gpl-c119="">Culture Index Applicant Survey</h1>
<div _ngcontent-gpl-c119="" class="line-breaks">
<p>We are asking you to complete the Culture Index(TM) Survey so we can see how it may apply to your work related needs as well as our company requirements. It also assists us in better employee management and development.</p>
<p>First and foremost, please be informed that Culture Index is:</p>
<ul>
<li>A survey, not a test. There is no passing or failing.</li>
<li>There is no such thing as a perfect result.</li>
<li>We only measure work related behaviors.</li>
<li>We do not measure intelligence.</li>
<li>We do not measure a person's learning curve.</li>
<li>We cannot determine race, gender or religion.</li>
<li>We cannot determine your age.</li>
<li>We cannot determine your ambition.</li>
<li>We do not measure anything abnormal or clinical.</li>
</ul>
<p>Take your time, read the instructions and complete the survey by yourself. It is important to complete the survey, once you have begun. The average person requires 8-10 minutes. If you can not set aside at least that much time right now,
then please close the screen and re-use the link to complete the survey when you have more time. We thank you in advance for your cooperation.</p>
</div><br _ngcontent-gpl-c119=""><span _ngcontent-gpl-c119="" class="ng-star-inserted">
<div _ngcontent-gpl-c119="">Please enter your information</div>
<h4 _ngcontent-gpl-c119="" class="red-text mt-2">* Required</h4>
</span><!---->
</mat-card><ci-position-select-item _ngcontent-gpl-c119="" _nghost-gpl-c116="" class="ng-star-inserted"><mat-card _ngcontent-gpl-c116="" class="mat-card mat-focus-indicator collapsed _mat-animation-noopable">
<div _ngcontent-gpl-c116="" gdcolumns="auto 1fr" gdgap="8px" gdrows="auto" style="display: grid; grid-template-columns: auto 1fr; gap: 8px; grid-template-rows: auto;"><!---->
<h2 _ngcontent-gpl-c116="" class="ellipsis-overflow ng-star-inserted"><span _ngcontent-gpl-c116="" class="ng-star-inserted">[Corporate] </span><!----> 12392*IRA/New Accounts Specialist I </h2><!---->
</div>
<div _ngcontent-gpl-c116="">
<div _ngcontent-gpl-c116="" class="position-description-preview ellipsis-overflow ng-star-inserted"> Essential Job Functions: — Performs daily back-office IRA/HSA new account verification functions. — Assists branch staff in performing
IRA/HSA new account responsibilities in a professional and accurate manner. — Processes and verifies new and revised customer IRA/HSA account documentation in an accurate and timely manner. — Processes and verifies customer IRA/HSA
maintenance in an accurate and timely manner. — Generates required governmental reporting. — Collects data for management reporting. — Monitors, processes, and verifies annual required minimum distributions. — Monitors, processes, and
verifies scheduled distributions. — Performs tax reporting corrections. — Reviews and corrects DDA, Savings, Time Deposits, and IRA/HSA tax reporting. — Maintains good punctuality and attendance to work. — Follows Bank policy, procedures,
and guidelines. — Performs other job duties as assigned. Knowledge, Skills, & Abilities: — Knowledge of administrative and clerical procedures — Ability to provide excellent internal customer service — Ability to communicate
effectively both verbally and in writing — Ability to meet exacting deadlines — Ability to adapt effectively to change and repeated interruptions — Ability to respond to requests from retail branch staff promptly and professionally —
Ability to learn and follow Bank policies and procedures — Ability to work extended hours as needed — Skill in using computer and Microsoft Office, including Word, Excel, and Outlook Major Job Demands (Physical/Mental): — Decision-making
— Problem-solving </div><!----><mat-expansion-panel _ngcontent-gpl-c116="" hidetoggle="" class="mat-expansion-panel mat-elevation-z0 ng-tns-c86-10 _mat-animation-noopable ng-star-inserted">
<div role="region" class="mat-expansion-panel-content ng-tns-c86-10 ng-trigger ng-trigger-bodyExpansion" id="cdk-accordion-child-0" aria-labelledby="mat-expansion-panel-header-0" style="height: 0px; visibility: hidden;">
<div class="mat-expansion-panel-body ng-tns-c86-10">
<p _ngcontent-gpl-c116="" class="position-description ng-tns-c86-10">Essential Job Functions: — Performs daily back-office IRA/HSA new account verification functions. — Assists branch staff in performing IRA/HSA new account
responsibilities in a professional and accurate manner. — Processes and verifies new and revised customer IRA/HSA account documentation in an accurate and timely manner. — Processes and verifies customer IRA/HSA maintenance in an
accurate and timely manner. — Generates required governmental reporting. — Collects data for management reporting. — Monitors, processes, and verifies annual required minimum distributions. — Monitors, processes, and verifies
scheduled distributions. — Performs tax reporting corrections. — Reviews and corrects DDA, Savings, Time Deposits, and IRA/HSA tax reporting. — Maintains good punctuality and attendance to work. — Follows Bank policy, procedures,
and guidelines. — Performs other job duties as assigned. Knowledge, Skills, & Abilities: — Knowledge of administrative and clerical procedures — Ability to provide excellent internal customer service — Ability to communicate
effectively both verbally and in writing — Ability to meet exacting deadlines — Ability to adapt effectively to change and repeated interruptions — Ability to respond to requests from retail branch staff promptly and professionally
— Ability to learn and follow Bank policies and procedures — Ability to work extended hours as needed — Skill in using computer and Microsoft Office, including Word, Excel, and Outlook Major Job Demands (Physical/Mental): —
Decision-making — Problem-solving</p>
<div _ngcontent-gpl-c116="" class="right-align ng-tns-c86-10"> 2/9/2023 </div><!---->
</div>
</div>
</mat-expansion-panel><!---->
</div>
<div _ngcontent-gpl-c116="" class="view-toggle link-class ng-star-inserted">View more...</div><!---->
</mat-card></ci-position-select-item><!----><!----><!----><!----><mat-card _ngcontent-gpl-c119="" class="mat-card mat-focus-indicator _mat-animation-noopable">
<h3 _ngcontent-gpl-c119="">Select Language</h3><mat-form-field _ngcontent-gpl-c119=""
class="mat-form-field ng-tns-c73-1 mat-primary mat-form-field-type-mat-select mat-form-field-appearance-legacy mat-form-field-can-float mat-form-field-has-label ng-untouched ng-pristine ng-valid _mat-animation-noopable ng-star-inserted mat-form-field-should-float">
<div class="mat-form-field-wrapper ng-tns-c73-1">
<div class="mat-form-field-flex ng-tns-c73-1"><!----><!---->
<div class="mat-form-field-infix ng-tns-c73-1"><mat-select _ngcontent-gpl-c119="" role="combobox" aria-autocomplete="none" aria-haspopup="true" formcontrolname="languageId" autocomplete="language"
class="mat-select ng-tns-c91-2 ng-tns-c73-1 ng-untouched ng-pristine ng-valid ng-star-inserted" aria-labelledby="mat-form-field-label-1 mat-select-value-1" id="mat-select-0" tabindex="0" aria-expanded="false" aria-required="false"
aria-disabled="false" aria-invalid="false">
<div cdk-overlay-origin="" class="mat-select-trigger ng-tns-c91-2">
<div class="mat-select-value ng-tns-c91-2" id="mat-select-value-1"><!----><span class="mat-select-value-text ng-tns-c91-2 ng-star-inserted"><span class="mat-select-min-line ng-tns-c91-2 ng-star-inserted">English
(English)</span><!----><!----></span><!----></div>
<div class="mat-select-arrow-wrapper ng-tns-c91-2">
<div class="mat-select-arrow ng-tns-c91-2"></div>
</div>
</div><!---->
</mat-select><span class="mat-form-field-label-wrapper ng-tns-c73-1"><label class="mat-form-field-label ng-tns-c73-1 ng-star-inserted" id="mat-form-field-label-1" for="mat-select-0" aria-owns="mat-select-0"><!----><mat-label
_ngcontent-gpl-c119="" class="ng-tns-c73-1 ng-star-inserted">Please enter your information</mat-label><!----><!----></label><!----></span></div><!---->
</div>
<div class="mat-form-field-underline ng-tns-c73-1 ng-star-inserted"><span class="mat-form-field-ripple ng-tns-c73-1"></span></div><!---->
<div class="mat-form-field-subscript-wrapper ng-tns-c73-1"><!---->
<div class="mat-form-field-hint-wrapper ng-tns-c73-1 ng-trigger ng-trigger-transitionMessages ng-star-inserted" style="opacity: 1; transform: translateY(0%);"><!---->
<div class="mat-form-field-hint-spacer ng-tns-c73-1"></div>
</div><!---->
</div>
</div>
</mat-form-field>
</mat-card>
<div _ngcontent-gpl-c119="" gdcolumns="100%" gdrows="repeat(5, auto)" gdgap="20px" gdalignrows="center" class="ng-star-inserted"
style="display: grid; grid-template-columns: 100%; grid-template-rows: repeat(5, auto); gap: 20px; justify-content: center; justify-items: stretch;"><mat-card _ngcontent-gpl-c119="" class="mat-card mat-focus-indicator _mat-animation-noopable">
<h3 _ngcontent-gpl-c119=""> First Name <span _ngcontent-gpl-c119="" class="red-text inner-span">*</span></h3><mat-form-field _ngcontent-gpl-c119="" id="firstNameRegistrationField"
class="mat-form-field ng-tns-c73-3 mat-primary mat-form-field-type-mat-input mat-form-field-appearance-legacy mat-form-field-can-float mat-form-field-has-label mat-form-field-hide-placeholder ng-untouched ng-pristine ng-invalid _mat-animation-noopable ng-star-inserted">
<div class="mat-form-field-wrapper ng-tns-c73-3">
<div class="mat-form-field-flex ng-tns-c73-3"><!----><!---->
<div class="mat-form-field-infix ng-tns-c73-3"><input _ngcontent-gpl-c119="" matinput="" formcontrolname="firstName" autocomplete="given-name"
class="mat-input-element mat-form-field-autofill-control ng-tns-c73-3 ng-untouched ng-pristine ng-invalid cdk-text-field-autofill-monitored" id="mat-input-0" aria-invalid="false" aria-required="false"><span
class="mat-form-field-label-wrapper ng-tns-c73-3"><label class="mat-form-field-label ng-tns-c73-3 mat-empty mat-form-field-empty ng-star-inserted" id="mat-form-field-label-3" for="mat-input-0"
aria-owns="mat-input-0"><!----><mat-label _ngcontent-gpl-c119="" class="ng-tns-c73-3 ng-star-inserted">Please enter your information</mat-label><!----><!----></label><!----></span></div><!---->
</div>
<div class="mat-form-field-underline ng-tns-c73-3 ng-star-inserted"><span class="mat-form-field-ripple ng-tns-c73-3"></span></div><!---->
<div class="mat-form-field-subscript-wrapper ng-tns-c73-3"><!---->
<div class="mat-form-field-hint-wrapper ng-tns-c73-3 ng-trigger ng-trigger-transitionMessages ng-star-inserted" style="opacity: 1; transform: translateY(0%);"><!---->
<div class="mat-form-field-hint-spacer ng-tns-c73-3"></div>
</div><!---->
</div>
</div>
</mat-form-field>
</mat-card><mat-card _ngcontent-gpl-c119="" class="mat-card mat-focus-indicator _mat-animation-noopable">
<h3 _ngcontent-gpl-c119=""> Last Name <span _ngcontent-gpl-c119="" class="red-text inner-span">*</span></h3><mat-form-field _ngcontent-gpl-c119="" id="lastNameRegistrationField"
class="mat-form-field ng-tns-c73-4 mat-primary mat-form-field-type-mat-input mat-form-field-appearance-legacy mat-form-field-can-float mat-form-field-has-label mat-form-field-hide-placeholder ng-untouched ng-pristine ng-invalid _mat-animation-noopable ng-star-inserted">
<div class="mat-form-field-wrapper ng-tns-c73-4">
<div class="mat-form-field-flex ng-tns-c73-4"><!----><!---->
<div class="mat-form-field-infix ng-tns-c73-4"><input _ngcontent-gpl-c119="" matinput="" formcontrolname="lastName" autocomplete="family-name"
class="mat-input-element mat-form-field-autofill-control ng-tns-c73-4 ng-untouched ng-pristine ng-invalid cdk-text-field-autofill-monitored" id="mat-input-1" aria-invalid="false" aria-required="false"><span
class="mat-form-field-label-wrapper ng-tns-c73-4"><label class="mat-form-field-label ng-tns-c73-4 mat-empty mat-form-field-empty ng-star-inserted" id="mat-form-field-label-5" for="mat-input-1"
aria-owns="mat-input-1"><!----><mat-label _ngcontent-gpl-c119="" class="ng-tns-c73-4 ng-star-inserted">Please enter your information</mat-label><!----><!----></label><!----></span></div><!---->
</div>
<div class="mat-form-field-underline ng-tns-c73-4 ng-star-inserted"><span class="mat-form-field-ripple ng-tns-c73-4"></span></div><!---->
<div class="mat-form-field-subscript-wrapper ng-tns-c73-4"><!---->
<div class="mat-form-field-hint-wrapper ng-tns-c73-4 ng-trigger ng-trigger-transitionMessages ng-star-inserted" style="opacity: 1; transform: translateY(0%);"><!---->
<div class="mat-form-field-hint-spacer ng-tns-c73-4"></div>
</div><!---->
</div>
</div>
</mat-form-field>
</mat-card><mat-card _ngcontent-gpl-c119="" class="mat-card mat-focus-indicator _mat-animation-noopable">
<h3 _ngcontent-gpl-c119=""> E-mail <span _ngcontent-gpl-c119="" class="red-text inner-span">*</span></h3><mat-form-field _ngcontent-gpl-c119="" id="emailRegistrationField"
class="mat-form-field wide-form-field ng-tns-c73-5 mat-primary mat-form-field-type-mat-input mat-form-field-appearance-legacy mat-form-field-can-float mat-form-field-has-label mat-form-field-hide-placeholder ng-untouched ng-pristine ng-invalid _mat-animation-noopable ng-star-inserted">
<div class="mat-form-field-wrapper ng-tns-c73-5">
<div class="mat-form-field-flex ng-tns-c73-5"><!----><!---->
<div class="mat-form-field-infix ng-tns-c73-5"><input _ngcontent-gpl-c119="" matinput="" formcontrolname="email" autocomplete="email"
class="mat-input-element mat-form-field-autofill-control ng-tns-c73-5 ng-untouched ng-pristine ng-invalid cdk-text-field-autofill-monitored" id="mat-input-2" aria-invalid="false" aria-required="false"><span
class="mat-form-field-label-wrapper ng-tns-c73-5"><label class="mat-form-field-label ng-tns-c73-5 mat-empty mat-form-field-empty ng-star-inserted" id="mat-form-field-label-7" for="mat-input-2"
aria-owns="mat-input-2"><!----><mat-label _ngcontent-gpl-c119="" class="ng-tns-c73-5 ng-star-inserted">Please enter your information</mat-label><!----><!----></label><!----></span></div><!---->
</div>
<div class="mat-form-field-underline ng-tns-c73-5 ng-star-inserted"><span class="mat-form-field-ripple ng-tns-c73-5"></span></div><!---->
<div class="mat-form-field-subscript-wrapper ng-tns-c73-5"><!---->
<div class="mat-form-field-hint-wrapper ng-tns-c73-5 ng-trigger ng-trigger-transitionMessages ng-star-inserted" style="opacity: 1; transform: translateY(0%);"><!---->
<div class="mat-form-field-hint-spacer ng-tns-c73-5"></div>
</div><!---->
</div>
</div>
</mat-form-field>
</mat-card><mat-card _ngcontent-gpl-c119="" class="mat-card mat-focus-indicator _mat-animation-noopable ng-star-inserted">
<h3 _ngcontent-gpl-c119=""> Phone Number <span _ngcontent-gpl-c119="" class="red-text inner-span ng-star-inserted">*</span><!----><!----></h3><mat-form-field _ngcontent-gpl-c119="" id="phoneNumberRegistrationField"
class="mat-form-field ng-tns-c73-11 mat-primary mat-form-field-type-mat-input mat-form-field-appearance-legacy mat-form-field-can-float mat-form-field-has-label mat-form-field-hide-placeholder ng-untouched ng-pristine ng-invalid _mat-animation-noopable ng-star-inserted">
<div class="mat-form-field-wrapper ng-tns-c73-11">
<div class="mat-form-field-flex ng-tns-c73-11"><!----><!---->
<div class="mat-form-field-infix ng-tns-c73-11"><input _ngcontent-gpl-c119="" matinput="" formcontrolname="phoneNumber" autocomplete="tel"
class="mat-input-element mat-form-field-autofill-control ng-tns-c73-11 ng-untouched ng-pristine ng-invalid cdk-text-field-autofill-monitored" id="mat-input-3" aria-invalid="false" aria-required="false"><span
class="mat-form-field-label-wrapper ng-tns-c73-11"><label class="mat-form-field-label ng-tns-c73-11 mat-empty mat-form-field-empty ng-star-inserted" id="mat-form-field-label-13" for="mat-input-3"
aria-owns="mat-input-3"><!----><mat-label _ngcontent-gpl-c119="" class="ng-tns-c73-11 ng-star-inserted">Please enter your information</mat-label><!----><!----></label><!----></span></div><!---->
</div>
<div class="mat-form-field-underline ng-tns-c73-11 ng-star-inserted"><span class="mat-form-field-ripple ng-tns-c73-11"></span></div><!---->
<div class="mat-form-field-subscript-wrapper ng-tns-c73-11"><!---->
<div class="mat-form-field-hint-wrapper ng-tns-c73-11 ng-trigger ng-trigger-transitionMessages ng-star-inserted" style="opacity: 1; transform: translateY(0%);"><!---->
<div class="mat-form-field-hint-spacer ng-tns-c73-11"></div>
</div><!---->
</div>
</div>
</mat-form-field>
</mat-card><!----><mat-card _ngcontent-gpl-c119="" class="mat-card mat-focus-indicator _mat-animation-noopable">
<h3 _ngcontent-gpl-c119=""> Birth Month & Day <span _ngcontent-gpl-c119="" class="red-text inner-span">*</span></h3><mat-form-field _ngcontent-gpl-c119="" id="birthMonthRegistrationField"
class="mat-form-field mr-4 ng-tns-c73-6 mat-primary mat-form-field-type-mat-select mat-form-field-appearance-legacy mat-form-field-can-float mat-form-field-has-label mat-form-field-hide-placeholder ng-untouched ng-pristine ng-invalid _mat-animation-noopable ng-star-inserted">
<div class="mat-form-field-wrapper ng-tns-c73-6">
<div class="mat-form-field-flex ng-tns-c73-6"><!----><!---->
<div class="mat-form-field-infix ng-tns-c73-6"><mat-select _ngcontent-gpl-c119="" role="combobox" aria-autocomplete="none" aria-haspopup="true" formcontrolname="bMonth" autocomplete="bday-month"
class="mat-select ng-tns-c91-7 ng-tns-c73-6 mat-select-empty ng-untouched ng-pristine ng-invalid ng-star-inserted" aria-labelledby="mat-form-field-label-9 mat-select-value-3" id="mat-select-2" tabindex="0" aria-expanded="false"
aria-required="false" aria-disabled="false" aria-invalid="false">
<div cdk-overlay-origin="" class="mat-select-trigger ng-tns-c91-7">
<div class="mat-select-value ng-tns-c91-7" id="mat-select-value-3"><span class="mat-select-placeholder mat-select-min-line ng-tns-c91-7 ng-star-inserted"></span><!----><!----></div>
<div class="mat-select-arrow-wrapper ng-tns-c91-7">
<div class="mat-select-arrow ng-tns-c91-7"></div>
</div>
</div><!---->
</mat-select><span class="mat-form-field-label-wrapper ng-tns-c73-6"><label class="mat-form-field-label ng-tns-c73-6 mat-empty mat-form-field-empty ng-star-inserted" id="mat-form-field-label-9" for="mat-select-2"
aria-owns="mat-select-2"><!----><mat-label _ngcontent-gpl-c119="" class="ng-tns-c73-6 ng-star-inserted">Please enter your information</mat-label><!----><!----></label><!----></span></div><!---->
</div>
<div class="mat-form-field-underline ng-tns-c73-6 ng-star-inserted"><span class="mat-form-field-ripple ng-tns-c73-6"></span></div><!---->
<div class="mat-form-field-subscript-wrapper ng-tns-c73-6"><!---->
<div class="mat-form-field-hint-wrapper ng-tns-c73-6 ng-trigger ng-trigger-transitionMessages ng-star-inserted" style="opacity: 1; transform: translateY(0%);"><!---->
<div class="mat-form-field-hint-spacer ng-tns-c73-6"></div>
</div><!---->
</div>
</div>
</mat-form-field><mat-form-field _ngcontent-gpl-c119="" id="birthDateRegistrationField"
class="mat-form-field ng-tns-c73-8 mat-primary mat-form-field-type-mat-select mat-form-field-appearance-legacy mat-form-field-can-float mat-form-field-has-label mat-form-field-hide-placeholder ng-untouched ng-pristine ng-invalid _mat-animation-noopable ng-star-inserted">
<div class="mat-form-field-wrapper ng-tns-c73-8">
<div class="mat-form-field-flex ng-tns-c73-8"><!----><!---->
<div class="mat-form-field-infix ng-tns-c73-8"><mat-select _ngcontent-gpl-c119="" role="combobox" aria-autocomplete="none" aria-haspopup="true" formcontrolname="bDay" autocomplete="bday-day"
class="mat-select ng-tns-c91-9 ng-tns-c73-8 mat-select-empty ng-untouched ng-pristine ng-invalid ng-star-inserted" aria-labelledby="mat-form-field-label-11 mat-select-value-5" id="mat-select-4" tabindex="0" aria-expanded="false"
aria-required="false" aria-disabled="false" aria-invalid="false">
<div cdk-overlay-origin="" class="mat-select-trigger ng-tns-c91-9">
<div class="mat-select-value ng-tns-c91-9" id="mat-select-value-5"><span class="mat-select-placeholder mat-select-min-line ng-tns-c91-9 ng-star-inserted"></span><!----><!----></div>
<div class="mat-select-arrow-wrapper ng-tns-c91-9">
<div class="mat-select-arrow ng-tns-c91-9"></div>
</div>
</div><!---->
</mat-select><span class="mat-form-field-label-wrapper ng-tns-c73-8"><label class="mat-form-field-label ng-tns-c73-8 mat-empty mat-form-field-empty ng-star-inserted" id="mat-form-field-label-11" for="mat-select-4"
aria-owns="mat-select-4"><!----><mat-label _ngcontent-gpl-c119="" class="ng-tns-c73-8 ng-star-inserted">Please enter your information</mat-label><!----><!----></label><!----></span></div><!---->
</div>
<div class="mat-form-field-underline ng-tns-c73-8 ng-star-inserted"><span class="mat-form-field-ripple ng-tns-c73-8"></span></div><!---->
<div class="mat-form-field-subscript-wrapper ng-tns-c73-8"><!---->
<div class="mat-form-field-hint-wrapper ng-tns-c73-8 ng-trigger ng-trigger-transitionMessages ng-star-inserted" style="opacity: 1; transform: translateY(0%);"><!---->
<div class="mat-form-field-hint-spacer ng-tns-c73-8"></div>
</div><!---->
</div>
</div>
</mat-form-field>
</mat-card><!----></div><!----><!---->
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</form>Text Content
Survey powered by Culture Index™ CULTURE INDEX APPLICANT SURVEY We are asking you to complete the Culture Index(TM) Survey so we can see how it may apply to your work related needs as well as our company requirements. It also assists us in better employee management and development. First and foremost, please be informed that Culture Index is: * A survey, not a test. There is no passing or failing. * There is no such thing as a perfect result. * We only measure work related behaviors. * We do not measure intelligence. * We do not measure a person's learning curve. * We cannot determine race, gender or religion. * We cannot determine your age. * We cannot determine your ambition. * We do not measure anything abnormal or clinical. Take your time, read the instructions and complete the survey by yourself. It is important to complete the survey, once you have begun. The average person requires 8-10 minutes. If you can not set aside at least that much time right now, then please close the screen and re-use the link to complete the survey when you have more time. We thank you in advance for your cooperation. Please enter your information * REQUIRED [CORPORATE] 12392*IRA/NEW ACCOUNTS SPECIALIST I Essential Job Functions: — Performs daily back-office IRA/HSA new account verification functions. — Assists branch staff in performing IRA/HSA new account responsibilities in a professional and accurate manner. — Processes and verifies new and revised customer IRA/HSA account documentation in an accurate and timely manner. — Processes and verifies customer IRA/HSA maintenance in an accurate and timely manner. — Generates required governmental reporting. — Collects data for management reporting. — Monitors, processes, and verifies annual required minimum distributions. — Monitors, processes, and verifies scheduled distributions. — Performs tax reporting corrections. — Reviews and corrects DDA, Savings, Time Deposits, and IRA/HSA tax reporting. — Maintains good punctuality and attendance to work. — Follows Bank policy, procedures, and guidelines. — Performs other job duties as assigned. Knowledge, Skills, & Abilities: — Knowledge of administrative and clerical procedures — Ability to provide excellent internal customer service — Ability to communicate effectively both verbally and in writing — Ability to meet exacting deadlines — Ability to adapt effectively to change and repeated interruptions — Ability to respond to requests from retail branch staff promptly and professionally — Ability to learn and follow Bank policies and procedures — Ability to work extended hours as needed — Skill in using computer and Microsoft Office, including Word, Excel, and Outlook Major Job Demands (Physical/Mental): — Decision-making — Problem-solving Essential Job Functions: — Performs daily back-office IRA/HSA new account verification functions. — Assists branch staff in performing IRA/HSA new account responsibilities in a professional and accurate manner. — Processes and verifies new and revised customer IRA/HSA account documentation in an accurate and timely manner. — Processes and verifies customer IRA/HSA maintenance in an accurate and timely manner. — Generates required governmental reporting. — Collects data for management reporting. — Monitors, processes, and verifies annual required minimum distributions. — Monitors, processes, and verifies scheduled distributions. — Performs tax reporting corrections. — Reviews and corrects DDA, Savings, Time Deposits, and IRA/HSA tax reporting. — Maintains good punctuality and attendance to work. — Follows Bank policy, procedures, and guidelines. — Performs other job duties as assigned. Knowledge, Skills, & Abilities: — Knowledge of administrative and clerical procedures — Ability to provide excellent internal customer service — Ability to communicate effectively both verbally and in writing — Ability to meet exacting deadlines — Ability to adapt effectively to change and repeated interruptions — Ability to respond to requests from retail branch staff promptly and professionally — Ability to learn and follow Bank policies and procedures — Ability to work extended hours as needed — Skill in using computer and Microsoft Office, including Word, Excel, and Outlook Major Job Demands (Physical/Mental): — Decision-making — Problem-solving 2/9/2023 View more... SELECT LANGUAGE English (English) Please enter your information FIRST NAME * Please enter your information LAST NAME * Please enter your information E-MAIL * Please enter your information PHONE NUMBER * Please enter your information BIRTH MONTH & DAY * Please enter your information Please enter your information Next Page Terms & Conditions and Privacy Policy