IRA Services Representative, Sr. jobs in Pueblo, CO

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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Financial Services Representative III - Pueblo
  • PMCUCareerSite
  • Pueblo, CO FULL_TIME
  • POSITION SUMMARY: At Premier Members Credit Union, we live our mission and corporate philosophy daily by demonstrating B.R.A.V.E. - Build Relationships and Add Value Every day. In Branch Operations, we deliver world-class service to all of our members by “Being Premier.” We embrace individuals who believe in being Premier by displaying Member Focus, Going the Extra Mile, Build Strength Through Teamwork, Taking Ownership and Being a Lifetime Learner   ESSENTIAL FUNCTIONS: •Build member relationships that deliver value and demonstrate that we care by fostering a positive environment and giving exceptional member service •Presenting oneself in a professional manner in all interactions and communications while displaying the highest level of quality, honesty, integrity, and confidentiality •Maintain member and Credit Union privacy, security, and confidentiality •Responsible and compliant with Regulations, Policies and Procedures •Responsible for outside Business Development, outbound call efforts and participate in PMCU Community Outreach programs •Greet and welcome every member, acknowledge by their name if known •Accountable for day-to-day interactions between members, co-workers, managers, and volunteers •Assist members in achieving financial goals and objectives by offering PMCU products and services •Work with team members, management, departments, and business partners to promote a service culture which provides prompt, accurate and effective member service •Provide additional support and/or overflow assistance to the Contact Center as requested •Exercise appropriate judgment when seeking guidance, support, and/or direction •Knowledgeable of our online and mobile banking to assist members as needed •Perform opening and closing procedures •Assure that proper cash handling procedures and dual controls are being followed according to policy and guidelines •Process a variety of transactions and member service items while providing members with a positive experience each and every time •Responsible and knowledgeable of vault teller duties and functions to include but not limited to balancing vault, cash buys/sells, preparing tickets to Fed, cash orders, CDM and Cash Recycler operation, daily cash levels and balancing •Teller line support will be necessary •Responsible for the completion of month end tasks and branch audits in accordance with procedure •Responsible for ensuring all PMCU quality control standards are consistently achieved •Open new memberships to include but not limited to consumer, minor, business, special entity, CUTMA, trust, estate, memorial, probate, and representative payee, IRA/HSA •Responsible for loan generation and goal requirements set forth by the Credit Union through in branch member traffic and business development opportunities •Responsible for HELOC generation • Assist members with all lending needs by accepting all loan applications and collecting required documentation to present a concise summary to underwriting • Perform loan closings and system related maintenance on all loans as needed • Responsible for account maintenance on opened and close accounts • Responsible for all member service necessary to exceed the member expectations • Provide training, mentoring, and coaching for the frontline staff • Complete frontline staff scheduling always ensuring adequate coverage • Serves as a back up to the Branch Manager to include but not limited to; daily operations, sales, and member escalations when they are out of the office • Perform all duties and works independently with minimal supervision • Perform other duties as required or assigned   KNOWLEDGE, EDUCATION AND SKILL REQUIREMENTS: • High school diploma, GED or equivalent • 2 years financial experience with a minimum of one year lending experience preferred, but not required • Demonstrate proficiency in math, cash handling and problem solving • Excellent communication and member service skills • High level of accuracy and attention to detail • Excellent computer skills to include but not limited to Microsoft, Outlook, Word and Excel • Knowledge of regulatory and legal requirements • Ability to pass CO state Notary Certification Program and STAMP Program and perform Notary and Medallion Signature Guarantee services • NMLS required   WORKING CONDITIONS • Standard office conditions • May require long periods of standing • Ability to lift 25 pounds in limited situations • Long periods of computer and member interactions     In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.   The Credit Union believes that each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties, qualifications, and job scope, but not limit the incumbent. It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of our endeavors.   Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.   This Job Description is not a complete statement of all duties and responsibilities of this position and may change with or without notice.
  • 4 Days Ago

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Teller- Financial Services Representative I - Pueblo
  • Premier Members Credit Union
  • Pueblo, CO FULL_TIME
  • Job Description: As The Artisans of Banking, we strive to be B.R.A.V.E. (Build Relationships & Add Value Everyday). We recognize that in order to meet the needs of our communities, we must represent o...
  • Just Posted

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Patient Services Representative - Float (Full Time)
  • Rocky Mountain Eye Center
  • Pueblo, CO FULL_TIME
  • JOB TITLE: Patient Services Representative - FloatLOCATION: All (Pueblo, Cañon City, & Trinidad)DEPARTMENT: Clinical REPORT TO: Director of Administrative ServicesFLSA STATUS: Full Time, Nonexempt, Ho...
  • 26 Days Ago

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Customer Service Representative (Loan Consultant I)-Temporary/Permanent
  • Lendmark Financial Services
  • Pueblo, CO TEMPORARY
  • At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and their commitment to our customers. We value each customer and und...
  • 26 Days Ago

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$21.00 hr/ Peak Time Part-time 29 hours Financial Services Representative I - Pueblo
  • Premier Members Credit Union
  • Pueblo, CO PART_TIME
  • Job Description: As The Artisans of Banking, we strive to be B.R.A.V.E. (Build Relationships & Add Value Everyday). We recognize that in order to meet the needs of our communities, we must represent o...
  • 28 Days Ago

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Dining Services Department Manager
  • Healthcare Services Group, Inc.
  • PUEBLO, CO OTHER
  • Overview Who We Are Healthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, and nutritional services within the healthcare market. For over 45 years, we have...
  • 6 Days Ago

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0 IRA Services Representative, Sr. jobs found in Pueblo, CO area

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Customer Service Representative
  • Walmart
  • Pueblo, CO
  • **Job Title: Customer Service Representative (Walmart)** **Job Summary:** As a Customer Service Representative at Walmar...
  • 4/24/2024 12:00:00 AM

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Customer Service Representative - Work From Home>
  • Healthon
  • Colorado Springs, CO
  • [Customer Support / Fully Remote] - Anywhere in U.S. / Up to $25 per hour / Both PT & FT Available - As a Customer Servi...
  • 4/24/2024 12:00:00 AM

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Customer Service Representative
  • Bedrosians
  • Colorado Springs, CO
  • * 02-Feb-2022 to 03-Apr-2022 (PST) * Colorado Springs, CO, USA * Hourly * Full Time *Medical, Dental, and Vision Benefit...
  • 4/23/2024 12:00:00 AM

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Patient Service Representative
  • CommonSpirit Health Mountain Region
  • Canon City, CO
  • Welcome to CommonSpirit Health Mountain Region: CommonSpirit Health Mountain Region is committed to building healthier c...
  • 4/23/2024 12:00:00 AM

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Client Service Representative
  • Charles Schwab
  • U S A F Academy, CO
  • Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative th...
  • 4/22/2024 12:00:00 AM

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Client Services Representative
  • Charles Schwab
  • U S A F Academy, CO
  • Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative th...
  • 4/22/2024 12:00:00 AM

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Financial Services Representative
  • Charles Schwab
  • U S A F Academy, CO
  • Position Type: Regular Your opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative th...
  • 4/22/2024 12:00:00 AM

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FT Customer Service Representative - Work From Home>
  • ARIVE
  • Pueblo, CO
  • [Call Center / Remote] Anywhere in U.S. / Up to $50K per year / Medical, Dental and Vision / 401k match / PTO - As a Cus...
  • 4/20/2024 12:00:00 AM

Pueblo /ˈpwɛbloʊ/ is a home rule municipality that is the county seat and the most populous city of Pueblo County, Colorado, United States. The population was 106,595 in 2010 census, making it the 267th most populous city in the United States and the 9th largest in Colorado. Pueblo is the heart of the Pueblo Metropolitan Statistical Area, totaling over 160,000 people and an important part of the Front Range Urban Corridor. As of 2014, Pueblo is the primary city of the Pueblo–Cañon City combined statistical area (CSA) totaling approximately 208,000 people, making it the 134th largest in the nat...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative, Sr. jobs
$45,682 to $53,319
Pueblo, Colorado area prices
were up 2.3% 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