IRA Services Representative, Sr. jobs in Dallas, 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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Business, IRA & Trust Product Representative
  • Advancial Federal Credit Union
  • Dallas, TX FULL_TIME
  • Responsibilities

    SUMMARY

    Responsible for assisting with various department level projects.  Conducts initial member interview on business account referrals, reviews business account request for fit with niche product offering and acts as point of contact throughout the account opening process.  Reviews, updates existing procedures and works with primary SME to develop new procedures.  Acts as the primary back-up for Business Accounts, IRAs, Trust accounts and In Bound USA accounts.  Assists with staff training

     

    ESSENTIAL DUTIES AND RESPONSIBILITIES include the following.  Other duties may be assigned as

    necessary.

     

    • Performs initial processing on Business account referrals.  Reviews PRISM referral cases for accuracy.  Examines business type and Supporting documentation for required information and business account viability within credit union product offering. Contacts member for initial interview and additional document requirements.  Acts a point of contact with member through the account opening process.  Coordinates with the business account primary SME to open business accounts
    • Assists on various department projects.  Performs tasks and action items related to project needs.  Creates associated forms and assists with development of procedures as needed. Submits completed procedures for PASS processing.
    • Assists with dormant account research to determine escheatment conditions, submits escheatment data to various states and performs steps to remit escheatment funds.
    • Assists with member tax form data review and proofing of documents for approval prior to mail house distribution of forms.  Researches tax form correction requests, generates corrected forms as needed.  Work with I.T. to transmit data to taxing agencies when applicable.
    • Functions as a back-up for IRA accounts.  Reviews IRA documents and assists branch staff with IRA requests.  Processes various member IRA transactions.  Reviews member IRA documents.  Performs adjustments on IRA accounts.   Assists with annual IRA RMD processing. Works with IRA document vendor and I.T. on annual IRA forms updates and associated Symitar programming.
    • Acts as a back-up and contact for Trust accounts.  Reviews Trust documents and assists branch staff on Trust account requests.
    • Acts as back-up and contact for In Bound USA accounts.  Assists branch staff on In Bound USA account questions
    • Functions as a back-up on certificates, dividend calculations, and adjustments. Assists branch staff with certificate and dividend questions 
    • Researches competitors’ products and marketing promotions to identify product or service gaps with the credit union’s product offerings.  Assists department SME to develop recommendations for potential new products and services.     
    • Assists the department SME and Training department with account product training, including developing training materials, conducting training sessions, and identifying product areas that need additional training and communication.
    • Assists with reviewing, updating, and creation of account product procedures and policies.
    • Maintains a positive and caring atmosphere for members and employees consistent with the Credit Union's mission and philosophy.
    • Responsible for maintaining a working knowledge of computer equipment and software required including Microsoft Word, Excel, etc.

     

    The salary range starts at $20.12/hr. and is based on experience. 

    Qualifications

    EDUCATION and/or EXPERIENCE

    High school diploma plus a minimum of two years related experience and/or training.

     

     

    Overview

    Founded in 1937, Advancial is one of the oldest and largest credit unions in the country. We are an established and proactive full-service financial institution providing personal, convenient and advanced financial services to individuals and select group partners. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions.

     

    At Advancial, we always strive to provide the best service and products to our members because we love what we do.  We work together to build a culture that promotes a positive employee experience.  We’ve been named a Best Company to Work for in Texas for nine consecutive years and a Best and Brightest Company to Work For nationally and locally because we’re serious about building fulfilling careers and not just day jobs.

     

    We invite you to learn more about this position and what Advancial has to offer by completing our online application. 

     

    Advancial Federal Credit Union is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Equal Employment Opportunity PostersAdvancial Federal Credit Union participates in the Electronic Employment Verification process.  Please click here for more information.If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please complete the form below. If you’d like to view a copy of the company’s affirmative action plan, please complete this form.

  • 1 Month Ago

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Patient Financial Representative Sr
  • AG Globe Services
  • Irving, TX FULL_TIME
  • Role: Patient Financial Representative Sr Location: Irving, TX Contract Duration: 12 weeks contract with a possibility of extension Pay Rate: Up To $19/hr Work Schedule: 40hrs/week Shift: 8am - 5pm WH...
  • 2 Days Ago

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Insurance and Financial Services Position - State Farm Agent Team Member
  • Larry Allen Sr - State Farm Agent
  • Mesquite, TX FULL_TIME
  • Position Overview Do you have aspirations to run your own business? If so, you may want to consider working in the office of Larry Allen Sr - State Farm Agent. As a member of our agency team, you have...
  • 19 Days Ago

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Customer Relations Representative - State Farm Agent Team Member
  • Larry Allen Sr - State Farm Agent
  • Mesquite, TX FULL_TIME
  • Position Overview: Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the...
  • 19 Days Ago

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Customer Service Representative - State Farm Agent Team Member
  • Larry Allen Sr - State Farm Agent
  • Mesquite, TX FULL_TIME
  • Position Overview Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Customer Service Representative - State Farm Agent Team Member. We seek an ...
  • 12 Days Ago

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Sales Representative - No Experience Req'd - Earn $875-$1,200/Week
  • TruGreen - Sales Representative
  • Dallas, TX FULL_TIME
  • TruGreen is Hiring Territory Sales Representatives! At TruGreen, we are committed to our customers, our teams, our values, and the science of lawn care. A career with TruGreen is a career full of new ...
  • 1 Month Ago

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

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Customer Service Rep
  • Horace Mann Company
  • Addison, TX
  • **Customer Service Rep** **We’re motivated by the fact that educators take care of our children’s future, and we believe...
  • 3/27/2024 12:00:00 AM

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Customer Service Rep.
  • Tornado Bus Company
  • Dallas, TX
  • Job Description Job Description POSITION SUMMARY: Responsible for ensuring that all clients/passengers are given the inf...
  • 3/27/2024 12:00:00 AM

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Luxury Customer Service Rep
  • CornerStone Staffing
  • Dallas, TX
  • Job Description Job Description CornerStone Staffing has partnered with a luxury jeweler/retailer and is seeking a high ...
  • 3/27/2024 12:00:00 AM

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Customer Service Rep
  • EPIMED International, Inc.
  • Dallas, TX
  • **Job Title** Customer Service Representative **Company** Epimed **Location** Dallas, TX **Industries** Medical Devices ...
  • 3/25/2024 12:00:00 AM

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Customer Service Rep
  • Pepco Sales Of Dallas, Inc.
  • Dallas, TX
  • Job Description Job Description Summary: A customer service representative is the key information interface between cust...
  • 3/25/2024 12:00:00 AM

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Customer Service Rep - Lewisville
  • CornerStone Staffing
  • Lewisville, TX
  • Job Description Job Description CornerStone Staffing is partnered with a Top Rated Auto Repair company and we have immed...
  • 3/24/2024 12:00:00 AM

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Customer Service Rep
  • SBM Management
  • Euless, TX
  • SBM is currently looking to hire a Customer Service Representative (CSR) to join their team! The CSR works well with co-...
  • 3/18/2024 12:00:00 AM

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Customer Service Rep
  • SBM Management
  • Grapevine, TX
  • SBM is currently looking to hire a Customer Service Representative (CSR) to join their team! The CSR works well with co-...
  • 3/18/2024 12:00:00 AM

Dallas (/ˈdæləs/), officially the City of Dallas, is a city in the U.S. state of Texas and the seat of Dallas County, with portions extending into Collin, Denton, Kaufman and Rockwall counties. With an estimated 2017 population of 1,341,075, it is the ninth most-populous city in the U.S. and third in Texas after Houston and San Antonio. It is also the eighteenth most-populous city in North America as of 2015. Located in North Texas, the city of Dallas is the main core of the largest metropolitan area in the Southern United States and the largest inland metropolitan area in the U.S. that lacks ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative, Sr. jobs
$46,886 to $54,724
Dallas, Texas area prices
were up 2.2% 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