Membership & IRA Specialist

• Regulatory Compliance: Maintain and update membership and IRA documents applications disclosures and policy manuals.
• Risk & Audit Management: Perform evaluations run annual risk assessments and conduct quarterly compliance quality control audits.
• Staff Training: Lead employee training sessions and update teams regarding procedural changes and annual compliance education.
• Data Integrity: Review file maintenance workflows to ensure proper separation of duties and accuracy across data platforms.
• Relationship Management: Address member and vendor inquiries with diplomacy ensuring a professional corporate reputation.
• Reporting: Track and submit internal and external regulatory reports to supervising government agencies.
• Financial Safety: Strictly adhere to all Credit Union Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) policies.

• Education: High school diploma or equivalent required.
• Experience: 1 to 3 years of similar or related financial institution experience.
• Industry Knowledge: Strong understanding of Credit Union membership policies IRA structures and complex federal regulations.
• Interpersonal Skills: Exceptional tact and diplomacy for managing highly sensitive confidential financial documentation.
• Technical Skills: Mastery of basic business equipment standard office PCs and core banking software.
• Core Competencies: Proven project management abilities sharp decision-making skills and extreme attention to detail.

• $20-21 hourly rate
• Named a Cincinnati Top Workplace for 11 consecutive years; work in an environment where your co-workers really do love their jobs!
• Comprehensive health dental and vision insurance
• Generous 401(k) match up to 6%
• Paid time off (PTO) up to 11 paid holidays
• Tuition reimbursement program
• 30 days of paid training
• Opportunities for advancement -we prioritize promoting from within
• Opportunities to volunteer in the community

Required Experience:

IC