Finance Specialist
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Job Location:
Pensacola, FL - USA
Monthly Salary:
Not Disclosed
Posted on:
23-10-2025
Vacancies:
1 Vacancy
Job Summary
Description:
Opened to Pensacola FL. (Full-Time Onsite required)
This is an entry-level position.
Job Description:
To research process and resolve Certificate Individual Retirement Arrangement (IRA) and Payable on Death (POD) requests from members contact center and branch. Identify suspicious or fraudulent activity place holds and report/provide necessary documentation for review.
Required Skill Sets:
1. Attention to detail and organizational skills
2. Experience working in a high volume fast paced environment
3. Effective skill exercising initiative and using good judgment to make sound decisions
4. Effective organizational planning problem solving and time management skills
For day-to-day operations in the role the selected candidate can expect to:
1. Process and place holds on deposited checks
2. Review/add/edit beneficiaries on member accounts
3. Complete certificate maturity instructions
4. Open and close certificate products
5. Additional duties may be added based off business need but will include training
This is an entry-level position.
Job Description:
To research process and resolve Certificate Individual Retirement Arrangement (IRA) and Payable on Death (POD) requests from members contact center and branch. Identify suspicious or fraudulent activity place holds and report/provide necessary documentation for review.
Required Skill Sets:
1. Attention to detail and organizational skills
2. Experience working in a high volume fast paced environment
3. Effective skill exercising initiative and using good judgment to make sound decisions
4. Effective organizational planning problem solving and time management skills
For day-to-day operations in the role the selected candidate can expect to:
1. Process and place holds on deposited checks
2. Review/add/edit beneficiaries on member accounts
3. Complete certificate maturity instructions
4. Open and close certificate products
5. Additional duties may be added based off business need but will include training
| Hybrid Status |
Additional Details
- Hybrid Status : FT on Site
- Alternate Job Title : Cert/IRA Specialist
- Savings and Membership Contractor Titles : Finance - Specialist
- Contractor Experience Level : 1
Key Skills
- Cobol
- Financial Services
- Financial Concepts
- Accounting
- Banking
- Cloud Computing
- Securities Law
- Middleware
- Financial Analysis
- CPT Coding
- Epic
- Financial Management
