Cert/IRA & Trust Specialist II
Navy Federal
Pensacola, Escambia CountyPosted 18 days agoDiscoveredMatch locked
Full TimeAccounting & Finance Jobs
About the role
Description To research, process, and resolve Certificate, Individual Retirement Arrangement (IRA), Education Savings (ESA), Payable on Death (POD) and Trust exceptions, errors, returned and fraudulent checks, money movement, and regulatory account activity. Respond to escalated members inquiries from Contact Center, Branch, and Survivor Support personnel. Identify suspicious or fraudulent activit
Not included in the source posting: about the role, what you'll do, qualifications, benefits.
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