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IRA Specialist
Bridgewater Bank
7831 E Bush Lake Rd Edina, MN 55439-3118
Job Description
This role will have a primary focus on IRAs and a secondary focus on loan and deposit services documentation review.
  • Maintain a current working knowledge of IRA rules and regulations
  • Maintain and communicate IRA processes, procedures, and documentation standards for all IRA accounts and transactions
  • Provide IRA training to Deposit Services as necessary
  • Review and quality control all IRA related documentation, including the completion of weekly reviews of IRA transactions, exception and coding reports, ensuring compliance with rules and regulations
  • Serve as primary point of contact for assistance with all IRA related questions and issues for Deposit Services and assist when necessary with all IRA transactions
  • Manage end of year IRA reporting, ensuring accurate client tax reporting
  • Serve as backup for Loan and Deposit Services documentation review and exception setting
  • Maintain knowledge of Bridgewater Bank's products and services
Education & Experience
  • Bachelor's Degree or the equivalent combination of education and experience
  • 2-3 years of IRA experience with strong knowledge of IRA rules and regulations
  • IRA Certification preferred
  • Proficiency in Windows-based PC skills and Microsoft Office required
  • Experience with AccuSystems or other document management software preferred
  • Strong attention to detail required
  • Ability to multi task and utilize multiple systems within the bank
  • Outstanding teamwork and communication skills
  • 1-3 years banking experience preferred
About
At Bridgewater Bank, we envision a world where banking looks a little different. It boils down to our desire to be an unconventional bank. We know that this industry doesn’t have to be monotonous. We shouldn’t be robot bankers. As a team, we’ve quietly grown this bank into one of Minnesota’s largest and have attracted a loyal following along every step of the way. We’ve disrupted what banking looks like in the Twin Cities, and we have the opportunity to positively impact our clients and their businesses each day. In March of 2018, Bridgewater (BWB) went public, the first bank in the Twin Cities to go public in 25 years. If you join the Bridgewater team, you’ll quickly be surrounded by remarkable and nimble people who want to redefine what it means to work in banking. To each of us, this is more than a workplace – it’s a sense of community. This place is lively, engaging and even evokes a sense of pride. And along our path to building the finest entrepreneurial bank in the Twin Cities, you’ll notice we never lose sight of what makes this place extraordinary – a steadfast commitment to our people. That’s how we do culture.
How to Apply
MBA Job number/Date Added
JobtitleApplyBlindadDateaddedEducFilenumJobdescAbout
IRA SpecialistApply Online at www.bridgewaterbankmn.com/join-our-teamFalse1/21/2019
  • Bachelor's Degree or the equivalent combination of education and experience
  • 2-3 years of IRA experience with strong knowledge of IRA rules and regulations
  • IRA Certification preferred
  • Proficiency in Windows-based PC skills and Microsoft Office required
  • Experience with AccuSystems or other document management software preferred
  • Strong attention to detail required
  • Ability to multi task and utilize multiple systems within the bank
  • Outstanding teamwork and communication skills
  • 1-3 years banking experience preferred
H-6325This role will have a primary focus on IRAs and a secondary focus on loan and deposit services documentation review.
  • Maintain a current working knowledge of IRA rules and regulations
  • Maintain and communicate IRA processes, procedures, and documentation standards for all IRA accounts and transactions
  • Provide IRA training to Deposit Services as necessary
  • Review and quality control all IRA related documentation, including the completion of weekly reviews of IRA transactions, exception and coding reports, ensuring compliance with rules and regulations
  • Serve as primary point of contact for assistance with all IRA related questions and issues for Deposit Services and assist when necessary with all IRA transactions
  • Manage end of year IRA reporting, ensuring accurate client tax reporting
  • Serve as backup for Loan and Deposit Services documentation review and exception setting
  • Maintain knowledge of Bridgewater Bank's products and services
At Bridgewater Bank, we envision a world where banking looks a little different. It boils down to our desire to be an unconventional bank. We know that this industry doesn’t have to be monotonous. We shouldn’t be robot bankers. As a team, we’ve quietly grown this bank into one of Minnesota’s largest and have attracted a loyal following along every step of the way. We’ve disrupted what banking looks like in the Twin Cities, and we have the opportunity to positively impact our clients and their businesses each day. In March of 2018, Bridgewater (BWB) went public, the first bank in the Twin Cities to go public in 25 years. If you join the Bridgewater team, you’ll quickly be surrounded by remarkable and nimble people who want to redefine what it means to work in banking. To each of us, this is more than a workplace – it’s a sense of community. This place is lively, engaging and even evokes a sense of pride. And along our path to building the finest entrepreneurial bank in the Twin Cities, you’ll notice we never lose sight of what makes this place extraordinary – a steadfast commitment to our people. That’s how we do culture.