<p>Summary</p> <p>The Fortis Bank Asset Transfer Specialist is responsible for onboarding clients and processing distributions, transfers, and rollover requests for our Self-Directed IRA and 401k clients. This individual will uphold our strong client experience culture by partnering with our clients, authorized third parties, and other entities to facilitate an efficient and smooth process for IRA transactions. The ideal candidate must react with high urgency to daily activity and be comfortable incorporating new and effective ways to achieve better results by adapting to evolving technology solutions.</p> <p>Responsibilities</p> <ul> <li>Ensure all onboarding applications are processed within the defined service level agreement. </li><li>Deliver a comprehensive, smoothly executed client service experience by providing ongoing support to our clients related to IRA transaction requests. </li><li>Analyze and process client-initiated distributions, transfers, and rollover requests. </li><li>Ensure all transactions are processed accurately and according to client instructions. </li><li>Ensure all documentation related to transactions is appropriately archived and noted within the correct system. </li><li>Process outgoing ACAT transactions and ensure all documentation related to the ACAT is appropriately collected and maintained in Bank systems. </li><li>Ensure all discrepancies are addressed, communicated, and resolved in a timely manner. </li><li>Proactively communicate with clients to advise them of the status of their requests. </li><li>Manage call, chat, and e-mail volume for the Self-Directed operations team by answering, screening, and forwarding incoming correspondence appropriately. </li><li>Assist in processing outgoing cash transactions within the Bank's trust accounting system (ACH, checks, and wires). </li><li>Develop a fundamental understanding of the banking and retirement industry, as well as a complete understanding of products and services offered to our clients. </li><li>Follow all internal policies and procedures to ensure the bank is operating in a compliant manner. </li></ul> <p>Minimum Qualifications</p> <ul> <li>Bachelors Degree preferred; High school diploma required. </li><li>Minimum of 3-5 years of experience in trust operations, banking experience a plus. </li><li>Embodies the Fortis Bank culture principals and competencies and consistently demonstrates a positive, ambitious, and solution-oriented attitude with clients and team members. </li><li>Proficient and experienced in Microsoft Office suite products and technology, including but not limited to: Outlook, Microsoft Teams, Word, Excel, and PowerPoint. </li><li>Strong ability to adapt to systems and technology, including but not limited to: banking and/or trust core accounting systems, client relationship management tools, conference room management and teleconferencing systems and tools, and other common office management products. </li><li>Strong organizational time management skills, problem solving skills, and the ability to quickly grasp concepts and processes with limited guidance from management. </li><li>Strong written and verbal communication skills. </li><li>Must be able to work in a team environment with the ability to interact well, and in a positive manner, with co-workers and management. </li><li>Strong written and verbal communication skills </li><li>A positive and collaborative approach with both peers and management </li><li>Versatility, flexibility, and a willingness to work on consistently changing priorities with enthusiasm </li></ul> <p>ADDITIONAL INFORMATION</p> <p>Reporting Structure: Reports to IRA Operations Manager</p> <p>Office Requirements: This position offers a hybrid work schedule and is required to work in a Fortis Bank office location at least 3-4 days per week.</p> <p>About Fortis Bank</p> <p>Fortis Bancorp is the $1.3 billion bank holding company for Fortis Bank. Fortis Bank is a full-service bank that provides loans, deposits, and cash management services to businesses and their principals, with branch locations in Colorado and Utah. More information about Fortis Bank is available at www.fortisbankus.com.</p> <p>At Fortis Bank, we pride ourselves in being a partner to our clients by offering comprehensive banking solutions while building trusted, long-term relationships.</p> <p>Every role at Fortis is connected to our company strategy and can drive high impact. Each of our hand-selected and talented team members work closely together to contribute to the heart of our company culture that combines banking expertise and personalized service to create an unparalleled client experience.</p> <p>We recognize, reward, and develop those individuals who make an outsized impact to our client experience and are committed to driving our business forward.</p> <p>Fortis is Great Place to Work-Certified</p> <p>Join a team where your expertise and passion can make a meaningful impact.</p> <p>Learn more today at https://www.fortisbankus.com/working-at-fortis.</p>