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Alternate job titles: IRA Account Services Senior Representative

Processes IRA account openings, transfers, distributions, and closures according to government regulations and company policies. Responds to customer inquiries. May require a bachelor's degree in area of specialty. Typically reports to a supervisor or manager. 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. more...



Alternate job titles: IRA Account Services Representative

Processes IRA account openings, transfers, distributions, and closures according to government regulations and company policies. Responds to customer inquiries. May require a bachelor's degree in area of specialty. Typically reports to a supervisor or manager. Typically requires 0-2 years of related experience. Works on projects/matters of limited complexity in a support role. Work is closely managed. more...


Alternate job titles: IRA Services Representative

The IRA Account Services Representative responds to customer inquiries. Processes IRA account openings, transfers, distributions, and closures according to government regulations and company policies. Being an IRA Account Services Representative typically reports to a supervisor or manager. May require a bachelor's degree in area of specialty. Working as an IRA Account 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. more...


Alternate job titles: IRA Services Representative, Sr.

The IRA Account Services Senior Representative responds to customer inquiries. Processes IRA account openings, transfers, distributions, and closures according to government regulations and company policies. Being an IRA Account Services Senior Representative typically reports to a supervisor or manager. May require a bachelor's degree in area of specialty. Working as an IRA Account Services Senior Representative 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. more...



Alternate job titles: Senior Customer and Teller Services Rep

Provides assistance to account holders or tellers by processing transactions or responding to inquiries. Fills the role of teller as needed, to provide coverage for absences or peak business periods. Identifies opportunities for cross-selling and refers customers to appropriate bank personnel. Requires a high school diploma. Typically reports to a manager. Has gained proficiency in multiple competencies relevant to the job. Works independently within established procedures associated with the specific job function. Typically requires 3-5 years of related experience. more...


Alternate job titles: Banking Services Customer Senior Representative | Customer Sales and Service Senior Representative

Processes basic branch service transactions to ensure customer satisfaction. Researches and resolves account issues or customer inquiries. Promotes organizational products and services by referring current or prospective customers to other departments within the organization. Requires a high school diploma or equivalent or in a related area. Typically reports to a manager or head of a unit/department. Typically requires 1-3 years of related experience. May be entry level if some experience in the skill. Gains or has attained full proficiency in a specific area of discipline. Works under modera more...



Alternate job titles: Health Plan Member Services Senior Representative | Health Plan Member Support Senior Representative

Addresses more complex health plan or HMO member inquiries, questions and concerns in all areas including enrollment, claims, benefit interpretation, and referrals/authorizations for medical care. Responsible for receiving, responding to, and directing member phone calls and written requests. Provides available information upon request and researches or escalates issues as appropriate. Maintains confidentiality per HIPAA guidelines. Requires a high school diploma or its equivalent. Typically reports to a supervisor or manager. Has gained proficiency in multiple competencies relevant to the job more...


Alternate job titles: Account Manager II | Client Success Senior Representative | Customer Onboarding Senior Associate | Customer Success Senior Manager | Customer Success Senior Partner | Customer Success Senior Representative

The Account Representative, Sr. pursues relationships with potential new accounts and seeks business expansion opportunities with current clients. Develops relationships with mid-sized clients in order to increase revenue. Being an Account Representative, Sr. may visit client locations periodically to ensure client satisfaction and promote ongoing contract renewal. Has detailed knowledge of products and services being offered and ensures that products and services consistently meet client needs. In addition, Account Representative, Sr. provides sales quotations and responds to requests for pro more...


This is an incentive eligible position. Typically interacts with major accounts. Responsibilities include developing new prospects, establishing customers, and selling an organization's products and/or services. May require an associate's degree or its equivalent with greater than 4 years of experience in the field or in a related area. Is familiar with a variety of the field's concepts, practices, and procedures. Relies on extensive experience and judgment to plan and accomplish goals. Performs a variety of tasks. May lead and direct the work of others. A wide degree of creativity and latitud more...



Alternate job titles: Inside Sales Prospect Development Senior Representative | Inside/Tele sales Senior Representative | Senior Representative - Inside Sales

Develops new prospects and interacts with existing customers primarily by phone to increase sales of an organization's products and/or services. Coordinates with field sales team members to ensure goals are met. Provides support to customers over the phone and may conduct field visits as necessary. May be involved in large customer sales team. May require a bachelor's degree. Typically reports to a manager or head of a unit/department. Contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. Typically requires 4 -7 years of related expe more...


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