IRA Services Representative jobs in Billings, MT
IRA Services Representative processes IRA account openings, transfers, distributions, and closures according to government regulations and company policies. Responds to customer inquiries. Being an IRA Services Representative may require a bachelor's degree in area of specialty. Typically reports to a supervisor or manager. To be an IRA Services Representative typically requires 0-2 years of related experience. Works on projects/matters of limited complexity in a support role. Work is closely managed. (Copyright 2024 Salary.com)
Recently Added IRA Services Representative jobs
Financial Services Representative I
- First Interstate BancSystem
-
Laurel, MT
FULL_TIME
- **If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal. This position is located at our Laurel, MT Main branch. What’s Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That’s why we designed our compensation and benefits package to provide employees and their families with as much choice as possible. Accrue and use your paid time off (PTO) immediately – no waiting period – plus paid federal holidays in addition to PTO. Child Care Assistance Program for eligible dependent(s). We prioritize wellness by offering eligible employees a monthly stipend, toward a fitness club membership or exercise-related classes. The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it. We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate. SUMMARY Responsible for the delivery of personalized customer service, by holding financial conversations with clients and prospects to determine needs and provide appropriate solutions. Identify referral opportunities to ensure all of the client’s financial needs are met. Responsible for the maintenance of client relationships, with emphasis on First Interstate Bank’s Service Commitments and in accordance with our vision and values. ESSENTIAL DUTIES & RESPONSIBILITIES include the following: other duties may be assigned. Deliver personalized customer service, in person and over the phone, answering client questions, assisting with issues, and offering solutions. May perform teller duties, including a variety of financial transactions ranging from check cashing, deposits, withdrawals, processing loan payments and counting currency and coin accurately. Open and maintain a variety of products including consumer and business checking and savings accounts, IRAs & Certificates of Deposit, consumer credit cards, and much more. Hold financial conversations with clients and prospects to determine needs and provide appropriate solutions. Identify referral opportunities for Home Loans, Treasury Solutions, and Wealth Management, fully embracing and utilizing 360 View for documenting referrals, and other client activity. Build client relationships through outbound and proactive measures including First 15. Demonstrate timely completion of work while being able to adjust to work demands to meet expected timetables. Delivers complete and accurate work and displays pride and professionalism in work. Keep up to date on regulation changes and demonstrates compliance with all bank regulations, policies and procedures for assigned job function and apply to designated job responsibilities - knowledge may be gained though coursework and on-the-job training. Takes personal initiative and is a positive example for other to emulate. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION &/or EXPERIENCE High School diploma or general education degree (GED) required and two plus (2 ) years of banking or comparable experience. OTHER SKILLS & ABILITIES Attention to detail including verbal and written instructions; maintain confidentiality; effective use of tact and diplomacy as it relates to clients and co-workers; working knowledge and use of a personal computer, Word/Excel software programs and strong 10-key skills preferred. LANGUAGE SKILLS Ability to read and comprehend simple instructions, short correspondence and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization. MATHEMATICAL SKILLS Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, and percent and to draw and interpret bar graphs. REASONING ABILITY Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations. PHYSICAL DEMANDS While performing the duties of this job, the employee is regularly required to talk, hear, stand, walk & use hands to finger, handle, or feel. The employee frequently is required to sit. The employee is occasionally required to reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. **If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal. First Interstate Bank is an equal opportunity employer committed to a diverse workforce and a barrier-free employment process. Employment is based solely on an individual's merit and qualifications directly related to the position. We do not discriminate on the basis of race, color, religion, national origin, ancestry, pregnancy status, sex, age, marital status, disability, medical condition, or any other characteristics protected by law. We make all reasonable accommodations to meet the obligations set forth under the Americans with Disabilities Act (ADA) and state disability laws. In order to ensure reasonable accommodations for individuals protected by Section 503 of the Rehabilitation Act of 1973, the Vietnam Era Veterans' Readjustment Assistance Act of 1974, and Title I of the Americans with Disabilities Act of 1990, as amended, individuals that require accommodation in the job application process for a posted position may contact us (406)255-5485, Monday through Friday, 8 am to 5 pm MST or email us at careers@fib.com. All applicants must pass pre-employment screenings including a background check. First Interstate BancSystem participates in E-Verify which will require new employees to verify their identity and employment eligibility through the internet-based system operated by the Social Security Administration (SSA) and the Department of Homeland Security (DHS). E-Verify Notice English or Spanish Right to Work Notice English or Spanish
- 24 Days Ago
Financial Services Representative I
- First Interstate Bank
-
Laurel, MT
FULL_TIME
- **If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.This position is located at ourLaurel, MT Main branch.What's Important to YouWe know your career is ...
- 25 Days Ago
Member Services Representative
- PF Management Group
-
Billings, MT
FULL_TIME
- Our Job Opening We are searching for a Member Services Representative to join our team! As a member of our staff, you will be responsible for providing a superior level of customer service to Planet F...
- 2 Months Ago
Part Time Member Services Representative
- PF Management Group
-
Billings, MT
PART_TIME
- Our Job OpeningWe are searching for a Part Time Member Services Representative to join our team! As a member of our staff, you will be responsible for providing a superior level of customer service to...
- 2 Months Ago
Senior Director, Food & Nutrition Services
- Forefront Healthcare & Culinary Services
-
Billings, MT
FULL_TIME
- Company DescriptionForefront Healthcare is unique, experienced, and specialized in serving the continuum of care. With finely tailored, high-quality culinary and support services, Forefront helps its ...
- 24 Days Ago
Manager Laboratory Services
- Billings Clinic
-
Billings, MT
FULL_TIME
- You’ll want to join Billings Clinic for our outstanding quality of care, exciting environment, interesting cases from a vast geography, advanced technology and educational opportunities. We are in the...
- 15 Days Ago
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0 IRA Services Representative jobs found in Billings, MT area
Guest Services Rep Part Time-104020
- ESA Management, LLC
-
Billings, MT
- Requirements KNOWLEDGE, SKILLS, ABILITIES COMPETENCIES Ability to understand and communicate in English proficiently to ...
- 4/23/2024 12:00:00 AM
Customer Service Representative
- Enterprise Holdings
-
Billings, MT
- Overview: Start your career with Enterprise! Were hiring immediately for a Customer Service Representative at the Billin...
- 4/23/2024 12:00:00 AM
Hair Stylist - Rimrock Mall
- JC Penney
-
Billings, MT
- Hair Stylist - Rimrock Mall Location: Billings, MT, United States - Rimrock Mall 140 S 24th St W Job ID: 1095621 Salon P...
- 4/23/2024 12:00:00 AM
Customer Service Representative, Industrial Store
- Norco, Inc
-
Billings, MT
- Company Description Founded in 1948, Norco is headquartered in Boise, Idaho and has more than 70 branches in Idaho, Mont...
- 4/22/2024 12:00:00 AM
Travel Nurse RN - Home Health - $2,094 per week
- PRN Healthcare
-
Billings, MT
- Ardor Health Solutions is seeking a travel nurse RN Home Health for a travel nursing job in Billings, Montana. Job Descr...
- 4/22/2024 12:00:00 AM
Travel Speech Language Pathologist - $2,208 per week
- Hiring Now!
-
Billings, MT
- Ardor Health Solutions is seeking a travel Speech Language Pathologist for a travel job in Billings, Montana. Job Descri...
- 4/22/2024 12:00:00 AM
Customer Service Representative
- Culligan Water
-
Billings, MT
- **Find your dealer** Find your nearest dealer for a location-specific experience. Creating an account has many benefits:...
- 4/21/2024 12:00:00 AM
FT Customer Service Representative - Work From Home>
- TridentCare
-
Billings, MT
- [Call Center / Remote] - Anywhere in U.S. / Competitive pay / Medical, dental & vision / 401k - As a Customer Service Re...
- 4/20/2024 12:00:00 AM
About Billings, Montana
Billings is the largest city in the U.S. state of Montana, with a population estimated at 109,642 as of 2017. Located in the south-central portion of the state, it is the seat of Yellowstone County and the principal city of the Billings Metropolitan Area, which has a total a population of 170,498. It has a trade area of over 500,000.
Billings was nicknamed the "Magic City" because of its rapid growth from its founding as a railroad town in March 1882. The city is named for Frederick H. Billings, a former president of the Northern Pacific Railroad. With one of the largest trade areas in the Uni...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative jobs
$38,488 to $46,827
Billings, Montana area prices
were up 3.1% from a year ago
were up 3.1% from a year ago