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.

Shift: Monday through Friday 8am to 5pm EST / 7am to 4pm CST

• 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.
• Reviews forms for accuracy and completeness in accordance with IRA regulations.
• Interacts daily with the Ally customers, beneficiaries, Customer Care representatives, vendors 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.

• 1+ years of experience in financial services required
• 1+ of IRA experience highly recommended OR
• Strong knowledge of IRA rules and IRS regulations.

• 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.

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.