IRA Services Representative jobs in Miami, FL

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
  • Self-Help Services Corp
  • Springs, FL FULL_TIME
  • WHO We Are:

    Self-Help started in 1980 with a focus on economic inequality especially in communities that have faced systemic barriers in building wealth. At the core of what Self-Help does is a drive to create and protect ownership and economic opportunity. In other words, we’re committed to economic justice! Economic Justice means that all communities have the basic infrastructure they need to thrive, from high-quality schools to grocery stores selling fresh food resources that support opportunity at a neighborhood level regardless of demographics, income, or wealth. Since our founding, we’ve constantly sought to find new ways to pursue greater economic justice: from providing fair and affordable loans to working with partners to demand that lawmakers change unjust policies.

    We are seeking a Bilingual Member Service Representative/Teller to join our Miami Springs, FL team!

    Position Summary:

    The Bilingual Member Service Representative (MSR)/Teller will report to the Teller Supervisor, Assistant Branch Manager, Branch Manager, or another designee. They will work with members to meet financial service needs through processing transactions and suggesting new products or services. The Bilingual (MSR)/Teller is responsible for delivering the highest-level customer service, accurate and efficient processing of member transactions, promoting products and services, resolving member account issues, making modifications to accounts, adding account services, opening new accounts, and performing those functions according to the policies and guidelines of the credit union in a friendly, helpful manner.

    WHAT You’ll Do:

    • Initiate and lead conversations to identify and assess member needs.
    • Maintain and enhance member account relationships by providing excellent member service.
    • Process share deposit payments, loan payments, manual payrolls, and account transfers.
    • Maintain drawer cash levels within prescribed amounts.
    • Post and Log night, ATM, and mail deposits. (Part of dual-control team.).
    • Perform other duties and projects as assigned.

    WHAT You’ll Need:

    • High School graduate or equivalent.
    • Minimum one year experience in financial institution or other customer service industry preferred.
    • English and Spanish Fluency required.
    • Prior cash handling and customer service responsibilities preferred.
    • Preference for working in organizations that place priority on teamwork and collaboration.

    If you are interested in who we are and what we do; have a strong desire to work in an organization that places a high priority on teamwork and collaboration; and are interested in working to help create economic opportunity for all – THIS is the place for you! "Click the “apply now” button to apply!"

    Compensation:

    Competitive nonprofit compensation, based on experience, plus a generous benefits package. Starting at $20.50 an hour.

    About Us:

    Self-Help Credit Union was chartered in 1983 to build a network of branches that partner with working families and communities often underserved by the financial marketplace. With over $1.64 billion in assets and serving more than 91,000 members in 37 branches – eight in Florida, 22 in North Carolina, six in South Carolina, and one in Virginia - Self-Help Credit Union is one of the fastest-growing community development financial institutions in the country. It is part of the Self-Help family of non-profit organizations whose collective mission is to create and protect ownership and economic opportunity for all. For over 40 years, the National Center for Community Self-Help and its affiliates have provided more than $10.5 billion in financing to help more than 150,000 borrowers buy homes, start and grow businesses, and strengthen community resources. For more information, please visit www.self-help.org.

    Self-Help is committed to providing equal employment opportunities to all persons, regardless of race, religion, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression (including transgender status), age, sexual orientation, military and veteran status, class or family status.

  • 8 Days Ago

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Financial Services Representative - 451 South Dixie Hwy
  • Momentum Financial Services Group
  • Coral, FL FULL_TIME
  • Company DescriptionAre you a dynamic and driven sales professional? If so, Momentum Financial Services Group wants you to join our team. As a Financial Services Representative, you'll make a positive ...
  • 16 Days Ago

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Electrical Field Services Sales Representative (Miami, FL)
  • Kellermeyer Bergensons Services
  • Miami, FL FULL_TIME
  • Who We Are: TAW, an IPS company, provides power management, electro-mechanical and rotating assets. Serving customers across a wide range of industries, including power generation, utilities, water an...
  • Just Posted

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Electrical Field Services Sales Representative (Miami, FL)
  • Integrated Power Services
  • Miami, FL FULL_TIME
  • Who We Are: TAW, an IPS company, provides power management, electro-mechanical and rotating assets. Serving customers across a wide range of industries, including power generation, utilities, water an...
  • 1 Month Ago

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Card Services Representative
  • Educational Federal Credit Union
  • Miami, FL FULL_TIME
  • Job Summary: Interacts with cardholders and member-facing internal staff via phone, providing quality support for all card-related service issues. Responsible for answering all inquiries related to AT...
  • 19 Days Ago

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Member Services Representative/Teller
  • Self-Help Federal Credit Union
  • Springs, FL FULL_TIME
  • WHO We Are: Self-Help started in 1980 with a focus on economic inequality especially in communities that have faced systemic barriers in building wealth. At the core of what Self-Help does is a drive ...
  • Just Posted

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0 IRA Services Representative jobs found in Miami, FL area

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Credit Union Member Service Rep.
  • Adecco Staffing, USA
  • Miami, FL
  • Adecco is assisting a local Bank in the Miami Downtown area who is searching for an experienced Credit Union Member Serv...
  • 4/24/2024 12:00:00 AM

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Customer Service Rep
  • Suncap Technology, Inc.
  • Miami, FL
  • Job description We are seeking a Customer Service Representative for DME/ HME Company to join our team! You will be resp...
  • 4/23/2024 12:00:00 AM

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Member Service Rep
  • BrightStar Credit Union
  • Fort Lauderdale, FL
  • Job Description Job Description About BrightStar Credit Union, we are committed to creating a diverse work environment w...
  • 4/22/2024 12:00:00 AM

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Customer Service Rep
  • BEL PROMO
  • Miami, FL
  • The Customer Service Representative acts as the primary point of contact for customers and is responsible for all accoun...
  • 4/22/2024 12:00:00 AM

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Customer Service Rep - Warehouse
  • GEODIS
  • Miami, FL
  • Customer Service Representative Text DELIVER to 88300 to apply or check out more jobs at www.workatgeodis.com! Find your...
  • 4/22/2024 12:00:00 AM

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Customer Service Representatives
  • RemX The Workforce Experts
  • Davie, FL
  • Job Description Job Description RemX is seeking Healthcare Customer Service Reps for On-Site opportunities in Plantation...
  • 4/21/2024 12:00:00 AM

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Customer Service Representative
  • American Leak Detection, Inc
  • Fort Lauderdale, FL
  • The Customer Service Representative at American Leak Detection of South Florida is responsible for answering customer qu...
  • 4/20/2024 12:00:00 AM

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Plant Vacuum Service Representative
  • Heritage-Crystal Clean, Inc.
  • Miami, FL
  • Crystal Clean (CC) is one of the nation’s leading privately held companies in the environmental waste services industry....
  • 2/2/2024 12:00:00 AM

Miami, officially the City of Miami, is the cultural, economic and financial center of South Florida. Miami is the seat of Miami-Dade County, the most populous county in Florida. The city covers an area of about 56.6 square miles (147 km2), between the Everglades to the west and Biscayne Bay on the east; with a 2017 estimated population of 463,347, Miami is the sixth most densely populated major city in the United States. The Miami metropolitan area is home to 6.1 million people and the seventh-largest metropolitan area in the nation. Miami's metro area is the second-most populous metropolis i...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative jobs
$38,369 to $46,682
Miami, Florida area prices
were up 2.9% from a year ago