Annuities Representative (New Business) jobs in Fort Smith, AR

Annuities Representative (New Business) is responsible for the annuities application process. Assists applicants and checks forms for completeness and accuracy. Being an Annuities Representative (New Business) ensures compliance with all regulations and keeps abreast of any changes to laws and regulations which pertain to annuities applications. Reviews all fund transfers such as tax-free fund transfers, direct transfers and direct rollovers for completeness and compliance. Additionally, Annuities Representative (New Business) is responsible for responding to inquiries from clients, agents, financial institutions and internal departments. May require a bachelor's degree or its equivalent. Typically reports to a supervisor or manager. Requires National Association of Securities Dealers (NASD) license. The Annuities Representative (New Business) works on projects/matters of limited complexity in a support role. Work is closely managed. To be an Annuities Representative (New Business) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)

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New Accounts Representative - Teller
  • First National Bank of Fort Smith
  • Sallisaw, OK FULL_TIME
  • Position Title

    New Accounts Representative - Teller

    Job Description

    POSITION SUMMARY
    Responsible for marketing and opening new accounts, providing excellent customer service and handling customer issues.

    Assists customers with bank transactions in accordance with approved policies and procedures, balance transactions daily and provide excellent customer service.

    ESSENTIAL FUNCTIONS

    Reasonable Accommodations Statement
    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

    Essential Functions Statement(s) •
    Open checking accounts, savings accounts, certificates of deposits, savings bonds and IRAs. Compile information about new accounts, enter account information into computers, and file related forms or other documents. •

    Perform teller duties as required. •

    Process wire transfers of funds requests. •

    Perform foreign currency transactions and sell traveler's checks. •

    Order checks and deposit tickets for customers. •

    Answer customers' questions, explain and recommend bank products and services based on customers needs. •

    Respond to and follow-up with customer inquiries, complaints, and problems. •

    Handle opening, closing, and maintenance of safe deposit boxes. •

    Arrive at work promptly as scheduled, following written security procedures. •

    Provide assistance to customers in lobby, drive-through, and over the telephone. •

    Work closely with support personnel in researching customer requests. •

    Adhere to written bank policies and procedures as directed. •

    Maintain good punctuality and attendance to work. •

    Provide excellent customer service.



    POSITION QUALIFICATIONS
    Competency Statement(s) •
    Accuracy - Ability to perform work accurately and thoroughly.
    •
    Active Listening - Ability to actively attend to, convey, and understand the comments and questions of others.
    •
    Communication, Oral - Ability to communicate effectively with others using the spoken word.
    •
    Detail Oriented - Ability to pay attention to the minute details of a project or task.
    •
    Ethical - Ability to demonstrate conduct conforming to a set of values and accepted standards.
    •
    Organized - Possessing the trait of being organized or following a systematic method of performing a task.
    •
    Presentation Skills - Ability to effectively present information publicly.
    •
    Customer Oriented - Ability to take care of the customers’ needs while following company procedures.
    •
    Honesty / Integrity - Ability to be truthful and be seen as credible in the workplace.
    •
    Working Under Pressure - Ability to complete assigned tasks under stressful situations.
    •
    Communication, Written - Ability to communicate in writing clearly and concisely.
    •
    Autonomy - Ability to work independently with minimal supervision.


    SKILLS & ABILITIES
    Education : High School Graduate or General Education Degree (GED)


    Experience : One to two years related experience

    Computer Skills
    Computer Teller System New Accounts System

    Certificates & Licenses



    Other Requirements
    Ability to use 10-key calculator. Ability to operate copier, fax, currency counter, currency dispenser, ATM, telephone and scanner.


    PHYSICAL DEMANDS
    Physical Demands
    Stand F (Frequently)
    Walk F (Frequently)
    Sit C (Constantly)
    Handling / Fingering C (Constantly)
    Reach Outward O (Occasionally)
    Reach Above Shoulder O (Occasionally)
    Climb N (Not Applicable)
    Crawl N (Not Applicable)
    Squat or Kneel F (Frequently)
    Bend F (Frequently)

    Lift/Carry
    10 lbs or less F (Frequently)
    11-20 lbs O (Occasionally)
    21-50 lbs O (Occasionally)
    51-100 lbs N (Not Applicable)
    Over 100 lbs N (Not Applicable)
    Push/Pull
    12 lbs or less O (Occasionally)
    13-25 lbs O (Occasionally)
    26-40 lbs O (Occasionally)
    41-100 lbs O (Occasionally)




    N (Not Applicable) Activity is not applicable to this occupation.
    O (Occasionally) Occupation requires this activity up to 33% of the time (0 - 2.5 hrs/day)
    F (Frequently) Occupation requires this activity from 33% - 66% of the time (2.5 - 5.5 hrs/day)
    C (Constantly) Occupation requires this activity more than 66% of the time (5.5 hrs/day)

    Other Physical Requirements
    Vision (Near, Distance, Peripheral)
    Sense of Sound (Ability to hear customers)





    Basic Qualifications

    Ability to operate a 10-key calculator required;
    High school diploma or equivalent required;
    At least one (1) year related experience.

  • 25 Days Ago

C
Structural Engineer
  • CCG Business Solutions, LLC
  • Van, AR FULL_TIME
  • Company DescriptionCCG Talent Management is not only a business solutions company but a company that believes success starts with the individual. CCG Business Solutions has been consulting and providi...
  • 1 Day Ago

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Caregiver weekly pay
  • LHC New
  • Paris, AR FULL_TIME
  • Summary We're hiring Caregivers in Paris, AR to work 1 : 1 with our in home patients Offering $500 Loyalty Bonus, Flexible Schedules, and Weekly Pay! At Elite CBS, a part of LHC Group, we embrace a cu...
  • Just Posted

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Machine Operator
  • Cellofoam New
  • Sallisaw, OK FULL_TIME
  • GENERAL RESPONSIBILITIES: SAFETY FIRST – Every employee of Cellofoam North America Inc. must demonstrate a strong commitment to following all safety standards, procedures, and practices to ensure a sa...
  • 1 Month Ago

D
Business Education
  • Danville Public Schools
  • Danville, AR FULL_TIME
  • Appropriate Arkansas Educators License required.
  • 1 Month Ago

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Dentist (New Grads Welcome!)
  • Monarch Dental
  • Fort Smith, AR OTHER
  • Overview In this role, you'll have an impact on our mission of Smiles For Everyone® by helping patients achieve their best oral health. You'll provide exceptional patient care in a collaborative, supp...
  • 1 Month Ago

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0 Annuities Representative (New Business) jobs found in Fort Smith, AR area

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Financial Representative
  • Modern Woodmen Of America
  • Sallisaw, OK
  • The ideal candidate must reside in the state of Oklahoma. They will deliver personalized investment solutions to help cl...
  • 4/25/2024 12:00:00 AM

I
Customer Service Sales Representative
  • InsuraTec Services Group
  • Fort Smith, AR
  • Customer Service Sales Representative Location: Remote, Virtual, Work From Home Experience Level: Entry-Level (No Experi...
  • 4/25/2024 12:00:00 AM

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Financial Representative
  • Modern Woodmen of America
  • Sallisaw, OK
  • The ideal candidate must reside in the state of Oklahoma. They will deliver personalized investment solutions to help cl...
  • 4/24/2024 12:00:00 AM

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Customer Service Representative
  • Walmart
  • Fort Smith, AR
  • **Job Title: Customer Service Representative (Walmart)** **Job Summary:** As a Customer Service Representative at Walmar...
  • 4/24/2024 12:00:00 AM

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Territory Sales Representative
  • Cox Enterprises, Inc
  • Fort Smith, AR
  • **Primary Location:** 4900 S Zero St , Fort Smith , AR , US **Territory Sales Representative** The **Territory Sales Rep...
  • 4/24/2024 12:00:00 AM

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Field Sales Representative
  • Ashfield Health, LLC
  • Fort Smith, AR
  • Field Sales Representative page is loaded **Field Sales Representative** **Field Sales Representative** locationsFort Sm...
  • 4/23/2024 12:00:00 AM

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Field Sales Representative
  • Nestl
  • Fort Smith, AR
  • ** Field Sales Representative** ** Field Sales Representative** Foods people love. Brands people trust. And a career tha...
  • 4/22/2024 12:00:00 AM

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TeleSales Representative - Remote
  • InsuraTec Services Group
  • Fort Smith, AR
  • TeleSales Representative- Remote Job Description: Are you a self-motivated, driven individual with a passion for sales a...
  • 4/21/2024 12:00:00 AM

Fort Smith is the second-largest city in Arkansas and one of the two county seats of Sebastian County. As of the 2010 Census, the population was 86,209. With an estimated population of 88,037 in 2017, it is the principal city of the Fort Smith, Arkansas-Oklahoma Metropolitan Statistical Area, a region of 298,592 residents that encompasses the Arkansas counties of Crawford, Franklin, and Sebastian, and the Oklahoma counties of Le Flore and Sequoyah. Fort Smith has a sister city relationship with Cisterna, Italy, site of the World War II Battle of Cisterna, fought by United States Army Rangers c...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$38,998 to $48,256
Fort Smith, Arkansas area prices
were up 1.2% from a year ago