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Credit Union Employment at Your Fingertips
Employment Opportunities
Issue Date  11/13/13
Area  Northern CA
Type  Administration
Company  Patelco Credit Union
Job Description  Patelco Credit Union, with assets now totaling more than $3.9 billion and 270,000 members nationwide, we are looking to fill the position of IRA/HSA Manager. We are among the largest credit union in the nation today. As a not-for-profit, full service financial institution, what we earn, we return to our members in savings from lower loan rates, fewer fees, and personalized service that focus on transparency, simplicity, and trust. As we are member–owned, our vision is to be our members' relevant, trusted and preeminent financial services provider. As such, we will return superior value to our member–owners.

Position Summary:

• Responsible for the day to day operation, direction and administration of IRA and HSA accounts.

• Responsible for compliance according to established procedures for the transactions involving Individual Retirement Accounts and Health Savings Accounts.

• Create and distribute information to staff and members related to IRA and HSA accounts in regards to regulations or regulatory updates/changes, processes and procedures.

• Ensure compliance with governmental regulations in handling account transactions and IRS reporting as well as servicing accounts for distribution, transfers and rollovers.

• Provide guidance, policies, and procedures for opening and maintaining IRAs and HSAs.

• Subject matter expert for IRA and HSA; required to keep up to date on industry news and responsible for product knowledge on current IRS and State rules.


•Minimum of 3 years of operations management strongly preferred.

•Minimum of 3 years of experience dealing with IRAs with experience and working knowledge of complex IRA/HSA corrections, FDIC/NCUSIF guidelines and requirements including Trust Accounts

•Minimum of 5 years of experience within financial industry.

•In depth knowledge and experience in regulated environments, working with regulatory requirements and regulators, product concepts, practices, and procedures.

At Patelco Credit Union, we offer our employee a generous benefit package, including health coverage and employer matching 401k.

Please apply online at www.patelco.org/careers
Contact Information  5050 Hopyard
Pleasaton, CA 94588
email: kcarlson@patelco.org
Website: www.patelco.org
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