Position
IRA Education Development Specialist
Job Code-7840
req5577
Delta Community Credit Union Administrative Office - Riverwood 200
Full Time

Job Description
Create your success story at Delta Community Credit Union – where opportunity meets purpose. Through our commitment to excellence, Delta Community has received numerous industry awards and earned the trust and loyalty of our employees, members and the metro Atlanta community. We value talent, encourage growth and keep community at the heart of everything we do. That’s why we’re one of Atlanta’s Best Places to Work! Whether you’re starting your professional journey or navigating the next step in your career, we invite you to join the Delta Community Credit Union team.

The IRA Education Development Specialist is responsible for design and delivery of IRA/HSA training as well as development and maintenance of IRA/HSA/Coverdell ESA Knowledge Base content. This position oversees the dissemination of policy or operational changes to IRA-trained staff and maintains training materials to reflect leader approved enhancements. This position also performs daily account maintenance and transactions including opening IRA/HSA/ESA accounts, contributions, distributions, conversions, transfers and rollovers.

Practices safety-conscious behaviors in all operational processes and procedures.

Essential Functions:
• Become Subject Matter Expert and train new and existing employees to respond to phone and online inquiries on the complex rules regarding IRA, HSA and ESA custodial accounts, offering guidance and direction as needed.
• Responsible for new and recurrent training delivered in-person or via MS Teams for frontline employees, i.e. Member Care and Branch Delivery Staff.
• Develop and deliver original training materials that promote creativity and innovation and follow learning design principles.
• Develop eLearning content and identify emerging technologies (apps, web-based games, etc.) to reinforce the learning environment.
• Facilitate core curriculum using the Knowledgebase to increase employee adoption and familiarity.
• Oversee the dissemination of policy or operational changes to business partners and maintain Knowledgebase content to reflect approved changes.
• Perform routine maintenance on existing accounts (including adding and removing beneficiaries, calculating and verifying RMDs, and Roth conversions).
• Support new and current employees in processing and handling administrative tasks within the department to ensure timely and accurate communication and record-keeping.
• Complete research requests and special projects as assigned.
• Practice safety-conscious behaviors in all operational processes and procedures.

Other
• This description reflects management’s assignment of essential functions, it does not prescribe or restrict the tasks that may be assigned
• This job description is subject to change at any time

Position may offer work from home opportunities, pending specific performance and departmental needs.

Job Qualifications
Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

Required Minimum Qualifications:
• High school diploma or equivalent
• 3+ years of financial institution experience
• CIP (Certified IRA Professional) or equivalent designation is required within 12 months of on-boarding
• Working knowledge of Symitar
• Working knowledge of MS Excel and MS Word
• Competent communicator with experience training financial services through 1:1 mentoring or in a group setting
• Strong research and problem-solving skills
• Demonstrated sales skills aptitude
• Ability to perform well under pressure and handle multiple priorities
• Willing to travel to Atlanta-area branches
• Willing to work evenings and weekends as needed
• Able to lift 50 pounds
• Complies with all Credit Union policies and procedures including those related to Bank Secrecy Act regulations

Preferred Qualifications:
• Bachelor's degree in business or related field
• Experience conducting IRA training for a self-administered platform
• Prior experience administering IRAs/HSAs and/or Trust Accounts
• Working knowledge of MS OneNote, iCareer, DocuSign and SharePoint
• CIP (Certified IRA Professional) or equivalent designation
• Certified Credit Union Facilitator or equivalent designation

Employee benefits include:
•Medical, Dental and Vision Coverage
•Basic Life and Accidental Death & Dismemberment Insurance, Long Term Disability, Employee Assistance Program and MyAdvocate
•Supplemental Insurance or Voluntary Insurance
•401(k) Plan with Company Match
•Vacation, Holidays and Personal Time Off
•Paid Maternity and Paternity Leave
•Pre-tax Health and Dependent Care Spending Accounts
•Benefit Choice Program
•Health Reward Dollars
•Discount on Gym Reimbursement and Identity Theft Programs
•Legal Services