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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 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 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: Patient Representative | Patient Experience Representative

The Patient Services Representative communicates patients' questions, complaints, problems and concerns to appropriate staff members. Acts as a liaison between patients, patients' relatives, and the healthcare organization. Being a Patient Services Representative may require a bachelor's degree in area of specialty. Explains policies and procedures to patients and refers them to the proper services. In addition, Patient Services Representative typically reports to a manager or head of a unit/department. Working as a Patient Services Representative typically requires 2 to 4 years of related exp more...


Alternate job titles: 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. Gains or has attained full proficiency in a specific area of discipline. Works under moderate supervision. Typically requires 1-3 years of related experience. 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: Health Plan Member Services Representative | Health Plan Member Support Representative

Addresses 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, or written questions. 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. Gains or has attained full proficiency in a specific area of discipline. Works under moderate supe more...


Alternate job titles: Small Business Financial Services Manager | Small Business Sales and Service Manager

There is currently no job description for Financial Services Representative. Be the first to submit the job responsibilities for a Financial Services Representative.



Alternate job titles: Individual Retirement Account Specialist | IRA Statements and Reporting Specialist

Develops IRA rate sheets and prepares transfers, distributions, rollovers, conversions, death claims, and closures in accordance with government regulations and bank policies. Maintains retirement records and is responsible for current and proper financial statements and reports. Utilizes database or system to process transactions and retrieve information. May require a bachelor's degree. Typically reports to a supervisor or manager. Works on projects/matters of limited complexity in a support role. Work is closely managed. Typically requires 0-2 years of related experience. more...


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