Supervisor, Certificates, IRA & Tax Reporting

Job Category: Deposit Operations

Requisition Number: SUPER
003524

• Posted :
  December 22, 2025
• Full-Time
• On-site

Showing 1 location

Note:
All full-time positions include exceptionally low medical premiums in addition to a whole host of other benefits.

HOURS FOR POSITION:
Monday - Friday 8:00am-4:30pm

Hiring Range -$73,399-$91,749

SUMMARY OF POSITION:

The Supervisor, Certificates, IRA & Tax Reporting will be responsible for the daily supervision, coaching, and coordination of the Certificates staff to ensure staff can best serve members and other employees within the Credit Union. This position is responsible for managing the workflow and will secure production by ensuring that staff members are trained with proficient skill sets, as well as by proactively removing obstacles to ensure a smooth and consistent workflow.

The Supervisor has daily independent contact with potential new and existing vendors and internal customers/partners to ensure smooth, efficient operations of the entire department in partnership with the Manager. This position is the liaison between their team and upper Management, guiding their team through daily processes and/or projects, assisting with hiring new employees and monitoring employee performance to ensure maximum productivity.

Will provide administrative and operational support for the Certificates team with a daily focus on IRA Processing, and will assist the Manager in other tasks including: operational issues and research resolution.

This position requires a thorough and patient troubleshooting approach since each scenario is most likely unique based on the specific member’s need or agency involved. In addition, action taken must abide by tax guidelines, State and Federal regulations specific to this unit’s activities, accepted business practices and legal implications in order to service members effectively and protect Tower’s interests.

PRINCIPAL ACCOUNTABILITIES AND FUNCTIONS:

• Provides daily supervision of operational work, determining workflow prioritization to ensure quality, quantity, and timeliness standards are attained and maintained. Provides and/or requests relevant cross‑training and back up support for team members to assist in their development and ability to meet team goals as well as for career path skill sets. Completes performance evaluations and reviews and approves/denies time off requests.
• Provides guidance and uses independent discretion working effectively by partnering with the Vice President, Manager and staff within the Deposit Operations department to promote a smooth and effective environment. Key focus points include process improvements to promote an efficient workflow as a result of Action Items or projects, contingency planning/testing coordination, system upgrades/enhancements/testing, cross‑training scheduling, interacting with partner vendors and industry players, personnel interaction including annual reviews, quarterly coaching, performance discussions, etc.
• Participates and assists Manager in the selection and hiring process for Certificates Department. Attends interviews and makes recommendations to Manager for hiring. Establishes Individual Development Plan (IDP) with Manager to help personnel adjust and acclimate to environment including any organizational changes and Tower’s culture.
• Interacts daily with employees and outside vendors, members, employees, examiners, and Tower executives.
• Serves as a knowledgeable resource for Vice President, Manager, and staff as well as responding to member and front‑line inquiries, interpreting and communicating various product policies and procedures, applicable laws, standards and government regulations.
• Completes routine reviews of monetary and non‑monetary Traditional, Roth, and SEP IRA transactional data against corresponding forms and required documentation, core systems, and ancillary systems. Ensures transactions, documentation and forms are complete and compliant according to internal policies and procedures as well as applicable federal and state regulations. Records findings in quality control tracking spreadsheets; tracks, maintains and updates spreadsheets and documentation…