Beacon Bank
The Deposit Operations IRA Specialist administers Retirement and Health Savings deposit accounts, serving as a resource for customer service teams to ensure high-quality service and regulatory compliance. The role involves monitoring transactions, resolving customer inquiries, and participating in system conversions and product development projects. Additionally, the specialist ensures the timely processing of annual statements and tax documents while maintaining up-to-date procedures.
Beacon Bank offers tailored loans, money management, checking and savings accounts for individuals and business in MA, CT, VT, NY and RI. Get started.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Beacon Bank.
33% below the average for this role