About Us
Ascend is the largest credit union in Middle Tennessee and one of the largest credit unions in the United States, with over $4 billion in assets. With an occupation-based field of membership, Ascend is focused on the expansion and diversification of the select employee groups it serves, which creates greater security for the credit union and its member-owners. Approximately 650 employees serve more than 260,000 members from 27 Middle Tennessee branch locations, Regional Operations Center, Teller Center and Corporate Headquarters. Ascend recognizes that its employees are critical to the credit union’s sustained success and future growth. Our employees are the face of the credit union and their personal successes fuel the success of the team. Through collaboration between employees, management, our membership and our Board, we fuel an engine that propels the credit union forward.
What We Offer
Thank you for your interest in a career with Ascend Federal Credit Union! Being employed by Ascend is vastly different than just holding a job. The credit union prides itself on providing employees rewarding career opportunities, competitive benefits and a unique work culture. The credit union’s commitment to its employees is fostered by its commitment to the member-owners, ensuring dedicated and engaged employees to serve the membership. Ascend’s vision to be the most loved credit union in our market by employees and members alike has earned the credit union distinctions including Federal Credit Union of the Year (NAFCU, 2015), Best Credit Union to Work For (2016-2023) and Training APEX Awards (2015-2023).
Overview
The Retail Investment Specialist II reports to the AVP of Retail Investments and holds responsibility for the support of front and back office functions of the Retail Investment Center. This role is accountable for receiving, servicing and administering Certificate and IRA accounts. Keeps records and accounts accurate and current. Researches and resolves incomplete forms and incorrect system transactions. Writes all procedures in accordance with IRS regulations for IRA, HSA, and ESA functions as well as training manual. Checks and completes all transactions for IRS reporting as well as sets up inherited accounts for beneficiary(ies).
https://external-ascendfcu.icims.com/jobs/4549/retail-investment-specialist-ii/job
