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IRA Specialist

Delta Community Credit Union
Marietta, Georgia 30339
Commensurate with Job
Closing date
Aug 5, 2022

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Job Role
Customer / Client Support Specialist
Employment Type
Full Time
Entry Level
Experience Level
1-4 years
CFP® Certification
Not necessary
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Job Details

The IRA Specialist I performs basic transactions and file maintenance, such as opening IRA/HSA/Coverdell ESA accounts, performing contributions, distributions, transfers, rollovers, and conversions.   This position monitors the departmental ACD line, fax, mail, and email and assists branch delivery staff with IRA inquiries.

Practices safety-conscious behaviors in all operational processes and procedures.

Essential Functions:
• Respond to phone and online inquiries from members for guidance and direction on all credit union deposit IRAs
• Learn and communicate the complex rules regarding IRA accounts and possess the knowledge to open and maintain these accounts in accordance with IRS guidelines
• Perform routine maintenance on existing accounts (including adding and removing beneficiaries, calculating and verifying RMDs, and conversions)
• Monitor IRA and HSA Pending files in AX 
• Prep daily work for scan
• Complete research requests and special projects as assigned

• This description reflects management’s assignment of essential functions, it does not prescribe
or restrict the tasks that may be assigned.  This job description is subject to change at any time.


Position may offer work from home opportunities, pending specific performance and departmental needs.


Job Qualifications


Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.


Required Minimum Qualifications:
• High school diploma or equivalent
• Certified IRA Professional (CIP) designation- Must obtain within 18 months of start date
• Working knowledge of MS Excel and MS Word
• Strong research and problem solving skills
• Demonstrated sales skills aptitude
• Ability to perform well under pressure and handle multiple priorities
• Willing to travel to Atlanta-area branches
• Willing to work evenings and weekends as needed
• Must be able to lift 50 pounds
• Complies with all Credit Union policies and procedures including those related to Bank Secrecy Act regulations

Preferred Qualifications:
• Bachelor’s Degree in business or related field
• 1 + years’ financial institution experience
• Working knowledge of Symitar
• Prior experience administering IRAs/HSAs and/or Trust Accounts






Delta Community Credit Union is a cooperative, owned and operated by its members. This is what distinguishes the Credit Union from other financial institutions. Members put their money in a variety of savings accounts, and that money, in turn, is lent to members. After operating expenses and reserve requirements are met, loan income is returned to all members in the form of dividends and comprehensive financial services. We're governed by a Board of Directors that establishes and reviews policy. The Directors are credit union members who are elected by members and serve without pay. Every member has one vote, regardless of how much money he or she has on deposit. Delta Community CU is a financial institution with over $3.5 billion in assets. Our mission is to provide quality and fairly-priced financial services to our members. We're a state-chartered credit union, organized under the Georgia Department of Banking and Finance and federally-insured by the National Credit Union Share Insurance Fund. The insurance fund is managed by the National Credit Union Administration. Delta Community CU believes strongly in the credit union philosophy of "people helping people". Delta Community participates in national and local fundraisers. We're sponsors of Children's Miracle Network through Credit Unions for Kids as well as the American Cancer Society's Relay for Life in the communities we serve. Credit Union staff members volunteer their time to ensure the success of these fundraisers. Delta Community Credit Union is an active sponsor of several Chambers of Commerce. Through these relationships with local businesses, we're able to promote community growth and involvement. We're also proactive in reaching young savers through our Partners in Education program. This is a partnership between our community branches and nearby schools that provides opportunities to share our time, ideas and experience. Our Purpose: Enabling Well-Lived Financial Lives Delta Community Credit Union exists to help families reach a level of financial awareness and stability that affords them the peace of mind and time to enjoy a richer life. We enable our members to enhance their financial lives by providing simple, relevant products and services at a consistently honest value. Our commitment to continuous financial strength allows us to return earnings back to our members and their communities in tangible ways.
Find Us
PO Box 20541
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