IRA Services Representative, Sr. jobs in Cheyenne, WY

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
  • Adams Bank and Trust
  • Grant, NE 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.


  • 22 Days Ago

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Financial Services Representative
  • Adams Bank and Trust
  • Imperial, NE 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...
  • 22 Days Ago

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Financial Services Representative
  • Adams Bank and Trust
  • North Platte, NE FULL_TIME
  • We are searching for a positive, initiative driven, customer oriented individual to join our team. This position is a combination of teller and personal banking responsibilities which includes, but is...
  • 23 Days Ago

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Guest Services Representative
  • Sidney Regional Medical Center
  • Sidney, NE PART_TIME
  • Sidney Regional Medical Center is searching for a Guest Services Representative to join our team. This is a part-time position Monday through Wednesday 12:30 pm – 3:30 pm. Job Responsibilities: Greets...
  • Just Posted

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Insurance Client Services Representative
  • GTA Insurance Group
  • North Platte, NE FULL_TIME
  • Rosenberg Insurance, a Division of GTA Insurance Group is HIRING!! We're a relationship-driven independent insurance agency looking for an exceptional Insurance Client Services Representative to join ...
  • 5 Days Ago

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Financial Services Representative
  • Magnow Corporation
  • Grant, NE FULL_TIME
  • Job Description:Responsibilities:Functions as a trained teller, receiving and processing teller transactions accurately and timely.Follows Bank procedures when performing transactions on teller machin...
  • 26 Days Ago

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0 IRA Services Representative, Sr. jobs found in Cheyenne, WY area

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Customer Service Representative - Work From Home>
  • Beyond Finance
  • Cheyenne, WY
  • [Call Center / Fully Remote] - Anywhere in U.S. / Competitive pay / Health, dental, and vision / PTO / 401k matching / C...
  • 3/29/2024 12:00:00 AM

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FT Live Chat Service Rep - Work From Home>
  • Costa Solutions
  • Cheyenne, WY
  • [Customer Service / Fully Remote] - Anywhere in U.S. / Competitive pay / Medical, dental & vision / 401k / PTO - As a Li...
  • 3/29/2024 12:00:00 AM

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Support Representative - Work From Home>
  • AnalyticOwl
  • Cheyenne, WY
  • [Call Center / Remote] - Anywhere in U.S. / $40K per year / Medical, dental & vision / PTO / 401k - As a Support Rep you...
  • 3/27/2024 12:00:00 AM

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Customer Service Associate / Temporary
  • Salud Family Health
  • Fort Collins, CO
  • Company Description Since 1970, Salud has been committed to providing a Medical Home to patients, where medical, dental,...
  • 3/27/2024 12:00:00 AM

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Remote Customer Service Rep
  • American Income Life AO - Samuel Franchini
  • Cheyenne, WY
  • Seize Your Freedom: Be Your Own Boss, Craft Your Schedule, and Live Your Dream Life! Are you ready to break free from th...
  • 3/26/2024 12:00:00 AM

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HVAC Service Sales Development Representative
  • Johnson Controls International
  • Cheyenne, WY
  • Build your best future with the Johnson Controls team As a global leader in smart, healthy and sustainable buildings, ou...
  • 3/26/2024 12:00:00 AM

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Executive Administrative Assistant l
  • Laramie County Community College
  • Cheyenne, WY
  • Overview: The mission of Laramie County Community College is to transform our students' lives through the power of inspi...
  • 3/26/2024 12:00:00 AM

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FT Customer Support - Work From Home>
  • Distru
  • Cheyenne, WY
  • [Customer Service / Remote] - Anywhere in U.S. / Competitive Salary / Full Medical, Vision and Dental insurance coverage...
  • 3/25/2024 12:00:00 AM

Cheyenne (/ʃaɪˈæn/ shy-AN or /ʃaɪˈɛn/) is the capital and most populous city of the U.S. state of Wyoming and the county seat of Laramie County. It is the principal city of the Cheyenne, Wyoming, Metropolitan Statistical Area which encompasses all of Laramie County. The population was 59,466 at the 2010 census. Cheyenne is the northern terminus of the extensive and fast-growing Front Range Urban Corridor that stretches from Cheyenne to Pueblo, Colorado which has a population of 4,333,742 according to the 2010 United States Census. Cheyenne is situated on Crow Creek and Dry Creek. The Cheyenne,...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative, Sr. jobs
$43,390 to $50,644
Cheyenne, Wyoming 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