IRA Processor

Hicksville, NY, United States - Corporate/Back-Office - Posted Nov 4, 2019
Requisition Number: 190000V1

Save Job Saved
Share: Email Job



Participates in all procedures handled in IRA Dept, including review of IRA transactions, documents, outgoing trustee transfers, deceased depositor accounts, reports and required annual mailings for IRA accounts.


Reviews all transactions with accompanying documentation done to IRA accounts daily to ensure correctness for endofyear reporting. Ensures that documentation for all transactions is scanned into Onbase by branches. Makes file maintenance corrections to IRA accounts when necessary. Reviews monthly exception reports and make corrections to account history as necessary. Handles receipt, review and preparation of all deceased depositor distributions. Assists in handling of annual mailings to IRA customers. Answers telephone calls from branches with regard to IRA questions.


High School Diploma or equivalent. Six months banking experience.


Good reading and communication skills are necessary. The ability to discern when a situation requires additional assistance from Bank's IRA Compliance advisors. Should stay up to date with all changes in laws and policies with regard to matters handled in the IRA area.


Based in Westbury, NY, New York Community Bank is a New York State-chartered savings bank serving customers throughout Metro New York, New Jersey, Ohio, Arizona and Florida. At September 30, 2018, the Company had assets of $51.2 billion, deposits of $30.3 billion, and stockholder's equity of $6.8 billion. 

New York Community Bank serves customers through over 250 branches featuring a divisional structure: Queens County Savings Bank, Roslyn Savings Bank, Richmond County Savings Bank, Roosevelt Savings Bank and Atlantic Bank in New York; Garden State Community Bank in New Jersey; Ohio Savings Bank in Ohio; and AmTrust Bank in Florida and Arizona. With a longstanding reputation of strength, stability and service, NYCB is proud to be committed to the communities it serves. To learn more about the NYCB Family of Banks visit us at .

Branch Out and help recruit top talent for NYCB through the employee referral program. All NYCB employees are encouraged to submit referrals. Locate top talent right in the community where you live, work and play. Amazing individuals are all around be sure to let them know how they can become a part of the NYCB family.

NYCB is an equal opportunity employer that prohibits discrimination in hiring or terms and conditions of employment on the basis of race, color, age, sex, national origin, ethnicity, religion, marital status, disability, military status, veteran status, domestic violence victim status, gender identity or expression, sexual orientation, genetic information or any other classification protected by the federal, state, and local laws and ordinances.

This policy is applicable to all terms and conditions of employment including, but not limited to: recruitment and selection, promotion and demotion, transfer, training and development, compensation, benefits, leaves of absence and termination. When necessary, NYCB will reasonably accommodate employees and applicants with disabilities or with religious requirements necessitating accommodation.

In addition, NYCB complies with all applicable laws which govern nondiscrimination in employment in every location in which NYCB does business.


Interested in working for New York Community Bank?
Take the first step by joining our Talent Network today!

Join our Talent Network