What are the responsibilities and job description for the Relationship Banking Intern position at CENTRAL BANCOMPANY?
POSITION PURPOSE:
Assist HSA/IRA Specialist and learn about the Relationship Banking department while working on IRA and HSA related projects for Market 16 and Market 24.
DUTIES, SCOPE, RESPONSIBLIITIES & AUTHORITY:
Responsible for projects related to IRA and HSA customer accounts within Market 16 and Market 24. Works closely with the HSA/IRA Specialist on projects which include but are not limited to: IRA Required Minimum Distribution, convert IRA contracts to electronic files within the Central Archive system, assist with IRA exception report, and assist with coordination of HSA Benefit Meetings.
Responsible for compliance with all banking regulations which are applicable to the job, including Bank Secrecy Act and information security initiatives.