IRA Services Representative, Sr. jobs in Cincinnati, OH
IRA Services Representative, Sr. processes IRA account openings, transfers, distributions, and closures according to government regulations and company policies. Responds to customer inquiries. Being an IRA Services Representative, Sr. may require a bachelor's degree in area of specialty. Typically reports to a supervisor or manager. To be an IRA Services Representative, Sr. typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)
Recently Added IRA Services Representative, Sr. jobs
Membership and IRA Specialist
- Cinfed Credit Union
-
Cincinnati, OH
FULL_TIME
-
At Cinfed Credit Union, we pride ourselves on being a member-first organization. As an employee, you’re a member too!Our passion, which drives everything we do, is helping our community and those who live in it. We’ve worked hard to create a work environment that is a community of its own and full of people who truly care for one another and want to see each other succeed.Our mission is to be the first choice in financial solutions, because we care about our members' success. We believe that what we do has an impact on our members' lives, and we are here to help them reach their financial goals.Cinfed is searching for a Membership and IRA Specialist based in Cincinnati, OH at the Oakley Headquarters.In this position, you will be responsible for:
- Implementation of effective Credit Union membership / IRA policies, procedures, and planning.
- The effective and efficient monitoring and review of Credit Union membership / IRA functions.
- Training, support, and compliance of procedures for Credit Union membership / IRA functions.
- Ensuring that professional business relations exist with members, vendors, and trade professionals.
- Establishing and maintaining effective communication, coordination, and working relations with Credit Union personnel and with management.
Ideal Candidate:- A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature.
- Strong decision-making skills and aptitude for detailed work
- Good project management skills
- Well organized
- Able to meet deadlines
Required Experience:- A high school education or equivalent education is required
- Must have a thorough knowledge of Credit Union membership and IRA policies as well as knowledge of other Credit Union products and services and applicable policies and standards
- At least one year to three years of similar or related experience
What we have to offer:- Named a Cincinnati Top Workplace for 6 consecutive years; work in an environment where your co-workers really do love their jobs!
- 30 days of paid training
- Generous 401K match up to 6%
- PTO up to 11 paid holidays
- Opportunities for advancement- we prioritize promoting from within
- Health, Vision, and Dental insurance available
- Tuition reimbursement
- A starting rate of $17.50-$22.00 per hour quarterly incentive based on performance
Pre-employment background (credit, criminal, and drug) check required.An Equal Opportunity – Affirmative Action Employer M/F, including disability/vets - 1 Month Ago
Sr Contracts Representative
- honeywell
-
Mason, OH
FULL_TIME
- This is #hybrid position located in Mason, OHThe future is what you make it.When you join Honeywell, you become a member of our global team of thinkers, innovators, dreamers and doers who make the thi...
- 1 Month Ago
Sr Data Cloud Engineer
- Axelon Services Corporation
-
Mason, OH
FULL_TIME
- Job Title : Sr Data Cloud Engineer Location : Mason, OH (Onsite) Responsibilities : Lead data engineer and analyst to deliver data sets and analysis results as per business requirements. Assemble larg...
- 20 Days Ago
Sr Product Management Specialist - Services
- honeywell2-pilot
-
Mason, OH
FULL_TIME
- The future is what you make it. When you join Honeywell, you become a member of our global team of thinkers, innovators, dreamers and doers who make the things that make the future. Working at Honeywe...
- 8 Days Ago
Career Services Representative
- Ross Education Holdings Inc
-
Erlanger, KY
FULL_TIME
- CAREER SERVICES REPRESENTATIVE Job Summary The Career Services Representative (CSR) works under the direction of the Regional Career Service Manager or Regional Vice President of Career Services. They...
- 20 Days Ago
Bilingual Patient Services Representative
- Primary Health Solutions
-
Fairfield, OH
FULL_TIME
- DescriptionJob Type: Full-time/non-exemptSign On Bonus: $500.00Job Location: Fairfield School Based Health CenterCome make a difference with us! We are the destination for servant leaders to provide c...
- 21 Days Ago
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0 IRA Services Representative, Sr. jobs found in Cincinnati, OH area
Guest Services Rep
- Vista Host, Inc.
-
Florence, KY
- **POSITION TITLE:** Guest Service Representative **REPORTS TO:** Guest Service Manager/ Assistant General Manager / Gene...
- 4/26/2024 12:00:00 AM
Member Service Representative
- Trupartner Credit Union
-
Cincinnati, OH
- * Cincinnati, OH, USA * 17.00 * Full Time *PTO, VTO (volunteer time off), student loan assistance, loan discounts, 9 pai...
- 4/26/2024 12:00:00 AM
Customer Service Rep
- Applied Industrial Technologies, Inc.
-
Florence, KY
- ** Customer Service Rep** Location: Florence, KY, US, 41042 Company: 1100-Applied Industrial Technologies ***SCOPE OF RE...
- 4/25/2024 12:00:00 AM
TSA Customer Service Representative
- Staples, Inc.
-
Middletown, OH
- **TSA Customer Service Representative** **Function: Retail Locations** **Address: 900 Washington St.** **City / State: M...
- 4/25/2024 12:00:00 AM
Customer Service Rep. I
- Arkansasbride
-
Batesville, IN
- **Customer Service Rep. I** * Company: * Updated: 2/11/2022 * **Location:** Batesville * **Status:** * **Salary:** * **J...
- 4/23/2024 12:00:00 AM
TSA Customer Service Representative
- Staples, Inc.
-
Cincinnati, OH
- **TSA Customer Service Representative** **Function: Retail Locations** **Address: 1400 Reading Road** **City / State: Ci...
- 4/23/2024 12:00:00 AM
Customer Service Rep
- Global Channel Management Inc.
-
Mason, OH
- About the job Customer Service Rep Customer Service Rep needs 2+ years of experience Customer Service Rep requires: Avai...
- 4/22/2024 12:00:00 AM
Customer Service Representative
- Mauser Packaging Solutions
-
Cincinnati, OH
- Position Summary: Customer Service Representative (CSR) functions as the liaison between the company and its customers. ...
- 3/20/2024 12:00:00 AM
About Cincinnati, Ohio
Cincinnati (/ˌsɪnsɪˈnæti/ SIN-sih-NAT-ee) is a major city in the U.S. state of Ohio, and is the government seat of Hamilton County. Settled in 1788, the city is located at the northern side of the confluence of the Licking and Ohio rivers, the latter of which marks the state line with Kentucky. The city drives the Cincinnati–Middletown–Wilmington combined statistical area, which had a population of 2,172,191 in the 2010 census making it Ohio's largest metropolitan area. With a population of 296,943, Cincinnati is the third-largest city in Ohio and 65th in the United States. Its metropolitan ar...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative, Sr. jobs
$46,154 to $53,870
Cincinnati, Ohio area prices
were up 1.1% from a year ago
were up 1.1% from a year ago
What does an IRA Services Representative, Sr. do?
IRA Services Representative, Sr. in Grand Forks, ND
Based on our compensation data, the estimated salary potential for IRA Services Representative will increase -18 % over 5 years.
January 10, 2020