IRA Services Representative jobs in Fort Collins, CO

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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Financial Services Representative
  • Adams Bank and Trust
  • Greeley, CO FULL_TIME
  • We are searching for a positive, initiative driven, customer oriented individual to join our team.

    Signing Bonus May Apply


    This position is a combination of teller and personal banking responsibilities which includes, but is not limited to, building strong customer relationships, cross selling bank products and services as well as opening and closing various demand deposit accounts. Flexibility to travel between our region locations is a must.

    Qualified candidates will have the following: cash handling experience, strong customer service and communication skills, and interpersonal expertise. Must have the ability to multitask and be detail oriented. Prior sales experience is preferred. A college degree can be substituted for experience, however we will train the right person. Professional appearance is required.


    PRIMARY ACCOUNTABILITIES AND RESPONSIBILITIES:

    Functions as a trained teller, receiving and processing teller transactions accurately and timely. Follows Bank procedures when performing transactions on teller machine and other required equipment such as encoder, CRT. Verifies and balances assigned cash drawer daily with minimal cash variances. Assists in reconciling errors or discrepancies for self and other tellers. Assists in forecasting cash demand for location. Maintains adequate cash and/or cash drawer limits as required by Bank policy. Opens night deposit vault and processes all transactions using dual control at all times.

    Opens/closes various time and demand deposit accounts. including certificates of deposits, NOW accounts, regular checking accounts and savings accounts. Ensures all applicable regulations, disclosures, policies, and procedures are observed.

    Cross sells Bank products and services through needs identification, maximizing profitable relationship. Utilizes sales tools to proactively call existing customer base to expand relationships in accordance with bank's core values and customer needs.

    Performs basic loan administration requirements as needed.


  • Just Posted

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Financial Services Representative
  • Adams Bank and Trust
  • Berthoud, CO FULL_TIME
  • We are searching for a positive, initiative driven, customer oriented individual to join our team. Signing Bonus May Apply This position is a combination of teller and personal banking responsibilitie...
  • Just Posted

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Overnight Member Services Representative
  • Crunch Fitness - Fitness Ventures LLC
  • Fort Collins, CO FULL_TIME
  • General Job Description: The Member Services Representative (MSR) is the first and last interaction our members have at our facilities so they are the face of our operation! The MSR handles all prelim...
  • 1 Day Ago

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Client Services Representative
  • Suveto
  • Berthoud, CO FULL_TIME
  • Berthoud Animal Hospital, part of the Suveto network of hospitals is looking for an experiencedfull-time Client Services Representative to join our Team! We are proud to serve the Berthoud, CO area. A...
  • 8 Days Ago

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Client Services Representative (CSR)
  • Larimer Humane Society
  • Loveland, CO FULL_TIME
  • Benefits and perks Health and well-being Caring for team members is core to our success. We offer cost-effective medical, life, dental and vision insurance options, a paid Employee Assistance Program ...
  • 1 Month Ago

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Financial Services Representative
  • Adams Bank and Trust
  • Fort Collins, CO FULL_TIME
  • We are searching for a positive, initiative driven, customer oriented individual to join our team. Signing Bonus May Apply This position is a combination of teller and personal banking responsibilitie...
  • 1 Month Ago

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0 IRA Services Representative jobs found in Fort Collins, CO area

Fort Collins is the Home Rule Municipality that is the county seat and the most populous municipality of Larimer County, Colorado, United States. Situated on the Cache La Poudre River along the Colorado Front Range, Fort Collins is located 56 mi (90 km) north of the Colorado State Capitol in Denver. With a 2016 estimated population of 161,000, it is the fourth most populous city in Colorado after Denver, Colorado Springs, and Aurora. Fort Collins is a midsize college city, home to Colorado State University. Fort Collins is situated at the base of the Rocky Mountain foothills of the northern Fr...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative jobs
$39,204 to $47,698
Fort Collins, Colorado area prices
were up 2.3% from a year ago