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Ancillary Branch Services Representative

OceanFirst Bank

Toms River, NJJob$44–59K/yrSeen todaySeen in employer's feed today

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At a glance

Compensation
$44–59K/yr
Location
Toms River, NJ
Work Authorization
Not specified

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Job overview

The Ancillary Branch Services Representative supports banking operations by handling IRS reporting, decedent procedures, and mandatory distributions for retirement accounts, while ensuring compliance with banking regulations, providing accurate research, and communicating effectively with internal and external contacts.

Skills & qualifications

RequiredNice to have

Skills

IRS ReportingDecedent ProceduresMandatory DistributionsBanking RegulationsBanking Operating SystemsMS Office SuiteInterpersonal CommunicationVerbal CommunicationWritten CommunicationResearch SkillsDecision-Making

Qualifications

High School Diploma or EquivalentCollege Coursework1-3 Years Experience in Retail Banking

Full job description

What We Expect of You

  • Knowledge of IRS reporting, decedent procedures, and mandatory distributions related to retirement accounts.

  • Familiar with related banking regulations and requirements.

  • Knowledge of Banking operating systems; proven user experience strongly preferred.

  • Effective interpersonal and verbal/written communication skills.

  • Detail oriented with attention to accuracy and strong research skills.

  • Proficiency in MS Office Suite.

  • Ability to learn and adapt to changing departmental procedures.

  • Ability to practice discernment and effective decision-making skills.

Your Qualifications

  • High school diploma or equivalent required. College coursework preferred.

  • 1-3 years' experience in retail banking.

Internal and External Contacts

  • Frequent contact with Branch Managers, Branch Personnel, Trust Management Department and Alternative Investment Representatives.

  • Periodic contact with compliance support vendor related to retirement accounts.

Working Conditions/Physical Requirements

Office environment. Ability to operate computer. Ability to communicate in order to exchange simple to complex information with individuals and groups. Ability to travel throughout Bank footprint.

Salary Range: $44,060.00 - $58,740.00

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