IRA Services Representative, Sr. jobs in Killeen, TX

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)

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Member Services Representative
  • Armed Services YMCA of The U S A
  • Harker Heights, TX FULL_TIME
  • Job description

    **Candidate must to be available to work all shifts and every other weekend**

    **Punctuality, reliability, and a pleasant personality is a MUST**

    **$1000 Sign-On Bonus Available**

    SUMMARY

    Under the direction of the Member Services Director, Representatives must greet and welcome all members and visitors of the Armed Services YMCA in a highly professional manner; sell memberships; register members for programs; answer phones and develop relationships that will ensure member retention and satisfaction; respond to members questions and concerns; complete a variety of transactions to maintain member database records; must uphold and promote the ASYMCA’s mission by demonstrating the core values of caring, honesty and respect.

    Main Responsibilities

    · Implement all business policies and procedures; monitor check-ins and control access.

    · Greet all members; do what’s needed to make the customers’ experience pleasant.

    · Process membership sales and registration and troubleshoot member issues.

    · Accurately input member information as needed into the computer; process all fees and payments; follow cash handling procedures; complete daily end-of-shift reports.

    · Assist in developing and continuously improving membership office procedures.

    Duties and Responsibilities

    · As a member of the customer service staff operating the front desk, ensuring the highest quality standards to meet the needs of the community is a must.

    · Take responsibility at the beginning of the shift to check for daily updates, verify cash, and make sure materials are stocked with work area neat and orderly.

    · Maintain privacy requirements by not sharing personal data of member, including phone numbers and addresses.

    · Answer phones in a polite and professional manner; ensure calls are routed to the appropriate departments and messages are accurate and given to the intended staff.

    · Possess a strong understanding of all programs, activities and services; ability to provide members accurate, detailed and timely information regarding schedules, costs, programs, and overall facility information.

    · Participate in all member retention programs, strategies, promotional efforts; work as a team handling all assigned tasks.

    · Handle emergencies as they arise, complete incident reports as required; open and close facility according to established procedures.

    · Additional duties and/or tasks assigned by the Member Services Director

    Mandatory Certifications

    State Criminal History Records Check

    Physical Demands

    While performing the duties of this position, an employee is frequently required to sit; occasionally required to walk, climb or balance; and stoop, kneel, crouch or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds.

    Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    Work Environment

    This job operates in a fast-paced, customer-based environment where teamwork and community appreciation is the cornerstone of our front desk operations.

    Travel

    Travel time is not required for this position

    Education and Experience

    High School Diploma or GED (Required)

    18 hours of college credits (preferred)

    Possess a good understanding of customer service, problem solving, communication skills and demonstrate initiative, enthusiasm, passion, good judgement, and reliability.

    Minimum of 2 years of customer service, cash handling, data base entry, and customer engagement experience required.

    Possess a commitment to achieving goals

    Possess and demonstrate excellent telephone etiquette

    Other Duties

    Please note: this job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

    Job Type: Full-Time Hourly

    Salary:

    • $12.00 - $15.00 per hour based on experience and education

    Benefits:

    • 403(b)
    • Employee discount
    • $1000 Sign-On Bonus (must meet all the experience requirements)

    Schedule:

    • Availability for all shifts to be scheduled.
    • Rotating Weekends

    Ability to commute/relocate:

    • Harker Heights, TX 76548: Reliably commute or planning to relocate before starting work (Required)

    Education:

    • High school or equivalent (Required) and 18 hours of college credits preferred.

    Experience:

    • Customer Service: 2-3 years (Required)
    • Data Entry: 2-3 years (Required)
    • Cash Handling: 2-3 years (Required)

    Work Location:

    • One location

    Job Type: Full-time Hourly

    Salary: From $12.00 per hour

    Expected hours: 40 per week

    Benefits:

    • 401(k)
    • Dental insurance
    • Health insurance
    • Paid time off
    • Vision insurance

    Experience level:

    • 2 years

    Shift:

    • Day shift
    • Evening shift
    • Morning shift
    • Rotating shift

    Weekly day range:

    • Monday to Friday
    • Rotating weekends

    Work setting:

    • In-person

    Education:

    • High school or equivalent (Required)

    Experience:

    • Cash handling: 2 years (Required)
    • Data entry: 2 years (Required)
    • Customer engagement: 2 years (Required)
    • Customer Service: 2 years (Required)

    Shift availability:

    • Day Shift (Required)
    • Night Shift (Required)
    • Rotating weekends

    Work Location: In person

    Armed Services YMCA is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. ASYMCA is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. We will not tolerate discrimination or harassment based on any of these characteristics. ASYMCA encourages applicants of all ages.

  • 16 Days Ago

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Digital Fraud Sr. Process Specialist
  • First Community Services Data Processing
  • Killeen, TX FULL_TIME
  • Job Description * Investigate Digital Banking fraud alerts* Communicate with other bank employees, financial institutions, account holders, and Corporate Security using phone, email, and pre-scripted ...
  • 2 Days Ago

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Member Services Representative Seasonal
  • Planet Fitness - Excel Fitness
  • Harker Heights, TX PART_TIME
  • Looking to pick up extra hours? Join our team! As a Seasonal Member Service Representative, you will have flexibility in your schedule, as you provide the team added support when needed! We are Excel ...
  • 26 Days Ago

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Member Services Representative
  • Planet Fitness - Excel Fitness
  • Harker Heights, TX FULL_TIME
  • Job Description Job Description Grow with us! Were Excel Fitness, a Planet Fitness franchise group based out of Austin, TX with 90 clubs and growing! Since 2016, we have grown from 16 locations in TX ...
  • 26 Days Ago

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Mobile Check Deposit Sr. Process Specialist
  • First Community Services Data Processing
  • Killeen, TX FULL_TIME
  • Job Description * Complete mobile check deposit review* Complete quarterly audits for quality assurance* Complete compliance hold review* Place or revise holds to reduce the exposure of risk to the ba...
  • 7 Days Ago

A
Member service representative
  • Armed Services YMCA of The U S A
  • Harker Heights, TX FULL_TIME
  • Job description Candidate must to be available to work all shifts and every other weekend Punctuality, reliability, and a pleasant personality is a MUST $1000 Sign-On Bonus Available SUMMARYUnder the ...
  • 14 Days Ago

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0 IRA Services Representative, Sr. jobs found in Killeen, TX area

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Patient Services Representative NIGHT
  • RPC Company
  • Temple, TX
  • Job Description Job Description Job description Established, leading healthcare organization committed to delivering exc...
  • 4/23/2024 12:00:00 AM

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Customer Service Rep I
  • Chesapeake Utilities Corp.
  • Georgetown, TX
  • ** Customer Service Rep I** **Job Category****:** Customer Contact Center **Requisition Number****:** CUSTO002687 Showin...
  • 4/21/2024 12:00:00 AM

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Lampasas Bakery - Food Service Rep - Part-Time>
  • HEB Grocery Stores
  • Lampasas, TX
  • HEB Grocery Stores - Lampasas Bakery [Kitchen Staff / Food Prep] As a Food Service Representative at HEB Grocery Stores,...
  • 4/20/2024 12:00:00 AM

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Customer Service Representative - Work From Home>
  • Healthon
  • Harker Heights, TX
  • [Customer Support / Fully Remote] - Anywhere in U.S. / Up to $25 per hour / Both PT & FT Available - As a Customer Servi...
  • 4/19/2024 12:00:00 AM

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Customer Service Representative - Work From Home>
  • Healthon
  • Copperas Cove, TX
  • [Customer Support / Fully Remote] - Anywhere in U.S. / Up to $25 per hour / Both PT & FT Available - As a Customer Servi...
  • 4/19/2024 12:00:00 AM

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Customer Service Representative - Work From Home>
  • Healthon
  • Belton, TX
  • [Customer Support / Fully Remote] - Anywhere in U.S. / Up to $25 per hour / Both PT & FT Available - As a Customer Servi...
  • 4/19/2024 12:00:00 AM

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Customer Service Representative - Work From Home>
  • Healthon
  • Temple, TX
  • [Customer Support / Fully Remote] - Anywhere in U.S. / Up to $25 per hour / Both PT & FT Available - As a Customer Servi...
  • 4/19/2024 12:00:00 AM

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Customer Service Representative
  • Walmart
  • Killeen, TX
  • **Job Title: Customer Service Representative (Walmart)** **Job Summary:** As a Customer Service Representative at Walmar...
  • 4/19/2024 12:00:00 AM

Killeen is a city in Bell County, Texas, United States. According to the 2010 census, its population was 127,921, making it the 21st-most populous city in Texas. It is the principal city of the Killeen–Temple–Fort Hood Metropolitan Statistical Area. Killeen is directly adjacent to the main cantonment of Fort Hood. Its economy depends on the activities of the post, and the soldiers and their families stationed there. It is known as a military "boom town" because of its rapid growth and high influx of soldiers. Killeen is located in western Bell County at 31°6′20″N 97°43′36″W / 31.10556°N 97.7...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative, Sr. jobs
$42,898 to $50,069
Killeen, Texas area prices
were up 1.2% from a year ago

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