IRA Analyst

General information

Ref # 22138

Remote? No

Ally and Your Career

Ally Financial only succeeds when its people do - and that's more than some cliché people put on job postings. We live this stuff! We see our people as, well, people - with interests, families, friends, dreams, and causes that are all important to them. Our focus is on the health and safety of our teammates as well as work-life balance and diversity and inclusion. From generous benefits to a variety of employee resource groups, we strive to build paths that encourage employees to stretch themselves professionally. We want to help you grow, develop, and learn new things. You're constantly evolving, so shouldn't your opportunities be, too?

The Opportunity

This role is responsible IRA account opening, distributions and transfers and for the resolution of IRA issues and requests. An IRA Specialist assist clients with determining the available options and completing the proper forms for contributions and distributions in accordance with IRS regulations. The role supports the IRA Department to achieve the corporate goals for growth, retention and quality service for the Department. Candidate will have direct customer contact and must be able to provide superior customer service.

The working hours for this role is Tues - Friday: 10AM - 7PM & Saturday 8AM - 5PM

At this time, Ally will not sponsor a new applicant for employment authorization for this position

The Work Itself

• Serves as the primary contact for IRA Plan and Account Opening.
• Responsible for the resolution of IRA requests and completes advanced research needed to resolve complex issues.
• Support representative to manage 50% of incoming customer calls.
• Reviews forms for accuracy and completeness in accordance with IRA regulations.
• Interact daily with Ally customers, beneficiaries, Customer Care representatives and other financial institutions.
• Ensures Ally Bank complies with applicable IRS regulations and state statutes
• Interacts with various departments within operations to remediate customer issues and discover solutions for case resolution.
• Recommends procedure/policy changes needed to avoid risk to the bank and improve customer experience.
• Advises management of any system or operational process issues that could negatively impact service delivery
• Maintains superior knowledge of Ally Bank's products and services
• Completes various reports to management.

The Skills You Bring

Minimum Qualifications

• High School Diploma or GED equivalent

Preferred Qualifications

• 2+ years' experience in financial services (Retail/personal banking HIGHLY preferred)
• Bachelor Degree or the equivalent combination of education and experience.
• Ability to handle multiple projects and assignments.
• Able to prioritize and meet deadlines.
• Ability to work independently with minimal direction.
• Microsoft Office - Excel and PowerPoint
• Clear and effective verbal and collaboration skills

Nice to have

• Previous IRA experience

How We'll Have Your Back

Ally's compensation program offers market-competitive base pay and pay-for-performance incentives (bonuses) based on achieving personal and company goals. But Ally's total compensation - or total rewards - extends beyond your paycheck and is designed to support and enrich your personal and professional life, including:

• Time Away: competitive holiday and flexible paid-time-off, including time off for volunteering and voting.
• Planning for the Future: plan for the near and long term with an industry-leading 401K retirement savings plan with matching and company contributions, student loan and 529 educational assistance programs, tuition reimbursement, and other financial well-being programs.
• Supporting your Health & Well-being: flexible health and insurance options including dental and vision, pre-tax Health Savings Account with employer contributions and a total well-being program that helps you and your family stay on track physically, socially, emotionally, and financially.
• Building a Family: adoption, surrogacy, and fertility support as well as parental and caregiver leave, back-up child and adult/elder day care program and childcare discounts.
• Work-Life Integration: other benefits including LifeMatters® Employee Assistance Program, subsidized and discounted Weight Watchers® program and other employee discount programs.

Who We Are:

Ally Financial is a customer-centric, leading digital financial services company with passionate customer service and innovative financial solutions. We are relentlessly focused on "Doing it Right" and being a trusted financial-services provider to our consumer, commercial, and corporate customers. For more information, visit www.ally.com.

Ally is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to age, race, color, sex, religion, national origin, disability, sexual orientation, gender identity or expression, pregnancy status, marital status, military or veteran status, genetic disposition or any other reason protected by law.

Where permitted by applicable law, must have received or be willing to receive the COVID-19 vaccine by date of hire to be considered, if not currently employed by Ally.

We are committed to working with and providing reasonable accommodation to applicants with physical or mental disabilities. For accommodation requests, email us at work@ally.com. Ally will not discriminate against any qualified individual who is capable of performing the essential functions of the job with or without reasonable accommodation.

Base Pay Range:

An individual's position in the range is determined by the scope and responsibilities of the role, work experience, education, certification(s), training, and additional qualifications. We review internal pay, the competitive market, and business environment prior to extending an offer.

Emerging: 47840

Experienced: 61250

Expert: 75000

Incentive Compensation: This position is eligible to participate in our annual incentive plan