Liberty FCU, a full-service credit union, is currently seeking applicants for an IRA/HSA Representative to join the Deposit Operations Team.  This position will be located at 4407 Theater Drive, Evansville, IN. The successful candidate must be detail-oriented and possess superior time management skills. Candidates must be available to work Saturdays on a rotating basis. If you are interested in this position, please proceed by clicking Apply.

Duties and Responsibilities include but are not limited to:

• Answer internal and external Deposit Support phone calls.
• Respond to internal and external Deposit Support emails.
• Perform Individual Retirement Account and Health Savings Account duties:
  • Assist with IRA and HSA duties as needed.
  • Assist with beneficiary IRAs.
  • Assist with IRA and HSA pending files.
  • Assist with reviewing IRA and HSA transactions for compliance.
  • Maintain knowledge of IRS rules and regulations in relation to IRAs and HSAs.

• Perform the following duties of the certificate program:
  • Assist with purchasing and redeeming certificates.
  • Assist with certificate penalties.
  • Process mail transactions for new certificate funding.  
    
• Have a working knowledge of Coverdell Education Savings Accounts.
• Distribute and process mail and interoffice documents from branches.
• Assist with US Savings Bond questions and situations that may arise. 
• Participate in and assist with questions on the Signature Guarantee program.
• Maintain knowledge of the Deposit Support department. 
• Work Saturday rotation, as needed.

• Paid Holidays
• Paid Time Off (Vacation, Sick and Personal Days)
• Medical, Dental and Vision Insurance
• 401(k) retirement program with matching funds
• Employer paid Group Term Life Insurance, Short Term and Long Term Disability Insurance
• Tuition Reimbursement Program

Liberty FCU is an Equal Opportunity Employer, Minority/Female/Disability/Protected Veteran