Overview

Old National Bank is honored to be named one of the World's Most Ethical Companies for the 10th consecutive year!

Old National Bank was established in 1834. Today, we are the largest financial services holding company headquartered in Indiana. We provide an array of services to our clients which include Community Banking, Investments, and Wealth Management. At Old National, we believe that by helping our associates balance work life with home life, we create a more productive workforce and a stronger company.

The IRA/HSA Specialist is responsible for ensuring superior customer support to our Community Banking partners, and IRA and HSA clients. In addition to providing support, responsibilities include: CD verification, CD debit postings, IRA & HSA Plan Administration, New Account Input, Transaction Posting, Maintenance input, Penalty calculations, IRA Deceased processing, IRA Distribution processing, RMD Processing, Tax Reporting, IRA and HSA Transfers, HSA Investment Transfers, and other responsibilities as they arise.

Key Accountabilities

Service

• Effectively and professionally communicate complicated IRS rules and regulations to both internal associates and external clients


• Maintain knowledge of CD, IRA, and HSA products, along with required documentation for Community Banking partners, IRA, and HSA clients

• Ensure accuracy of IRA and HSA documents received and post transactions and maintenance with minimal errors


• Adjust priorities to make sure service level agreements and deadlines are met

• Excellent Communication Skills, both written and oral


• Adaptability


• Attention to Detail


• Problem Solving/Decision Making


• Planning and Organization

• High School Degree or equivalent with 2 to 5 years of experience; or Associates degree with 0 to 2 years of experience


• Ability to understand and communicate complicated information effectively


• Highly organized with a strong attention to detail


• Ability to work with minimal supervision in a team environment and with other areas

Department Operational Hours:

Monday - Thursday 8am - 5pm

Friday 8am - 6pm

Saturday 8am - 12pm

Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.

As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.

We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Talent Acquisition Director, VP, to fill a specific position.