IRA Services Representative jobs in Dayton, OH

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)

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Member Services Representative
  • The Salvation Army Eastern Territory
  • Dayton, OH PART_TIME
  • Overview

    DEPARTMENT:       Worship & Arts

    REPORTS TO:         MSR Manager

    SUPERVISES:          N/A

    STATUS:                   Non-Exempt

    SCHEDULE:            Part-Time up to 20-29 hours a week. Current Openings to cover Monday – Friday 11 AM to 3:30PM or –3:30 to 8 PM & one Saturday a month – 8 AM to 2 PM

      

    FUNCTION: This person serves as the “first contact” to the people that come to TSA Kroc Center.  They are the pivot point for the transfer of information.  They represent The Salvation Army to the general public that calls on the phone or walks in the door.  Their character and attitude must always promote the principles in keeping with the Mission of The Salvation Army.

     

     

     

     

    Responsibilities

    DUTIES:

    Overview:

    • Be cheerful, helpful, and patient
    • Remain knowledgeable and up to date on Dayton Kroc programs, activities, events, and related policies and procedures
    • Appropriately represent the Salvation Army to anyone who calls or to those that come to our campus
    • Perform daily tasks as described below
    • Flexible and available to help with various campus wide events/activities
    • Take direction from Salvation Army Officers as well as direct supervisors
    • Follow directions, procedures, and policies and be able to kindly share those with patrons

     

    Daily Tasks:

    • Greet all members and guests as they enter the W&A building, give direction as required
    • Request that all guests sign in and follow proper procedure
    • Complete all financial transactions for items sold at the MSR Desk. This includes memberships, program fees and some concession/snack items.
    • Be proficient in explaining types of memberships offered, including guest passes. Ask specific questions to ensure you offer the correct plan while explaining the terms of each membership
    • Answer all incoming calls, (goal is to answer within 4 rings) and direct calls to the appropriate person/department
    • Ensure appropriate supply of all forms, brochures, and program specific flyers. Alert supervisor when more items are needed
    • Ensure all data for members’ contact information is entered promptly and correctly. Scan all membership paperwork and attach to appropriate tab in CCMS
    • Perform general research on membership related questions using the CCMS system.
    • Help check-in participants for all programs or classes and facilitate needed updates to members/guests’ accounts
    • All other duties as deemed necessary and appropriate by the MSR Manager or Business Administrator.

    Qualifications

    MINIMUM QUALIFICATIONS:

    • A person of good character
    • Able to follow directions
    • Willing to work a variety of schedules as needed
    • Must be able to read, write, and communicate clearly in English
    • Must have good communication skills over the phone and in person
    • Must be able to work well in a team setting
    • Must have cashiering experience and be able to properly count money
    • Must have computer skills and be able to learn/understand more complicated systems

     

     

    The Salvation Army’s Mission StatementThe Salvation Army, an international movement, is an evangelical part of the universal Christian church.Its message is based on the Bible. Its ministry is motivated by the love of God.Its mission is to preach the gospel of Jesus Christand to meet human needs in His name without discrimination.

     

  • 18 Days Ago

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Beneficiary Services Representative (PEBLO)
  • Mindleaf Technologies Inc
  • Dayton, OH FULL_TIME
  • About Us Mindleaf Technologies, Inc is committed to assisting military medical professionals with providing excellent and quality patient care. Headquartered in Lowell, MA, we have been supporting mil...
  • 19 Days Ago

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Member Services Representative
  • Bridge Credit Union
  • Dayton, OH FULL_TIME
  • Here at Bridge Credit Union, we strive to serve our communities with excellence at every opportunity by expanding our borders and creating new and improved ways to serve. Without our dedicated staff, ...
  • 20 Days Ago

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Patient Services Representative
  • Aspen Dental
  • Beavercreek, OH FULL_TIME
  • At Aspen Dental, we put You first, offering the security and job stability that comes with working with a world-class dental service organization (DSO). Our best-in-class training program, competitive...
  • 21 Days Ago

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Patient Services Representative
  • BrightView Health
  • Wilmington, OH FULL_TIME
  • About BrightView Health BrightView was founded to give the people in our communities two things: help and hope. We’re changing addiction treatment by combating the disease of addiction with a comprehe...
  • 23 Days Ago

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Player Services Representative
  • Miami Valley Gaming
  • Lebanon, OH FULL_TIME
  • Player Services Rep Miami Valley Gaming is looking to hire a Player Services Rep to help our Marketing team deliver the exceptional guest experience we're known for. Are you interested in growing a ho...
  • 24 Days Ago

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0 IRA Services Representative jobs found in Dayton, OH area

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Pest Control Service Rep
  • Hawx Services, LLC
  • Miamisburg, OH
  • About Hawx: Founded in 2013, Hawx Pest Control is a customer-centric and technology-driven company that is in the proces...
  • 3/28/2024 12:00:00 AM

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Pest Control Service Rep
  • Hawx Services, LLC
  • Dayton, OH
  • About Hawx: Founded in 2013, Hawx Pest Control is a customer-centric and technology-driven company that is in the proces...
  • 3/28/2024 12:00:00 AM

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Pest Control Service Rep
  • Hawx Services, LLC
  • Vandalia, OH
  • About Hawx: Founded in 2013, Hawx Pest Control is a customer-centric and technology-driven company that is in the proces...
  • 3/28/2024 12:00:00 AM

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Pest Control Service Rep
  • Hawx Services, LLC
  • Franklin, OH
  • About Hawx: Founded in 2013, Hawx Pest Control is a customer-centric and technology-driven company that is in the proces...
  • 3/28/2024 12:00:00 AM

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Pest Control Service Rep
  • Hawx Services, LLC
  • Alpha, OH
  • About Hawx: Founded in 2013, Hawx Pest Control is a customer-centric and technology-driven company that is in the proces...
  • 3/28/2024 12:00:00 AM

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Player Services Representative
  • Miami Valley Gaming
  • Lebanon, OH
  • Player Services Rep Miami Valley Gaming is looking to hire a Player Services Rep to help our Marketing team deliver the ...
  • 3/28/2024 12:00:00 AM

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Customer Service Rep
  • ARC Abrasives
  • Troy, OH
  • Job Description Job Description Job Overview: The Customer Service Representative prepares correspondences and fulfill c...
  • 3/26/2024 12:00:00 AM

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Customer Service Rep
  • Lincare Holdings
  • Dayton, OH
  • Job Description work directly with medical professionals and physicians to facilitate patient care advocate for and work...
  • 3/26/2024 12:00:00 AM

Dayton (/ˈdeɪtən/) is the sixth-largest city in the state of Ohio and the county seat of Montgomery County. A small part of the city extends into Greene County. The 2017 U.S. census estimate put the city population at 140,371, while Greater Dayton was estimated to be at 803,416 residents. This makes Dayton the fourth-largest metropolitan area in Ohio and 63rd in the United States. Dayton is within Ohio's Miami Valley region, just north of Greater Cincinnati. Ohio's borders are within 500 miles (800 km) of roughly 60 percent of the country's population and manufacturing infrastructure, making t...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative jobs
$38,572 to $46,928
Dayton, Ohio area prices
were up 1.3% from a year ago