IRA Accounts Supervisor jobs in North Carolina

IRA Accounts Supervisor oversees operations and transactions involving IRAs. Monitors opening and closing of accounts, account distributions, rollovers, and customer inquiries. Being an IRA Accounts Supervisor may handle large or complex accounts. Ensures compliance with governmental regulations, including account over-contribution and early distributions. Additionally, IRA Accounts Supervisor may require a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. To be an IRA Accounts Supervisor typically requires 4 to 7 years of related experience. Contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. (Copyright 2024 Salary.com)

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National Accounts Supervisor
  • Securitas Security Services
  • Charlotte, NC FULL_TIME
  • JOB SUMMARY: 

    Responsible for effectively supervising, training and mentoring National Accounts Coordinators (NACs) in the National Communications Center (NCC) to ensure exceptional service delivery of customer service phone interactions, data entry and processes. Assists with employee development through support and reinforcement of departmental policies, workflow and procedures. Proactively communicates project issues and challenges to management to ensure that the NACs are providing the best service to its clients.

     

    ESSENTIAL FUNCTIONS:

    • The functions listed describe the business purpose of this job.  Specific duties or tasks may vary and be documented separately.  The employee might not be required to perform all functions listed. Additional duties may be assigned, and functions may be modified, according to business necessity.

    • All assigned duties or tasks are deemed to be part of the essential functions, unless such duties or tasks are unrelated to the functions listed, in which case they are deemed to be other (non-essential) functions.

    • Employees are held accountable for successful job performance.  Job performance standards may be documented separately, and may include functions, objectives, duties or tasks not specifically listed herein.

    • In performing functions, duties or tasks, employees are required to know and follow safe work practices, and to be aware of company policies and procedures related to job safety, including safety rules and regulations.  Employees are required to notify superiors upon becoming aware of unsafe working conditions.

    • All functions, duties or tasks are to be carried out in an honest, ethical and professional manner, and to be performed in conformance with applicable company policies and procedures.  In the event of uncertainty or lack of knowledge of company policies and procedures, employees are required to request clarification or explanations from superiors or authorized company representatives.

    • Provide supervision and guidance to NACs. Monitor quality of NAC and customer interaction. Communicate customer service performance objectives. Observe effectiveness, professionalism, and efficiency of NACs to ensure that departmental standards regarding quality and productivity are maintained. 

    • Address complaints, answer questions, and resolve problems regarding all aspects of the National Account Team system. Ensure the timely communication and resolution of field complaints/issues, concerning scheduling and profile problems. 

    • Establish and maintain visibility and daily contact within the National Account Team by providing regular feedback and coaching sessions with NACs. Provide initial and ongoing training toward the development of NACs. Evaluate and improve NAC phone skills through quality monitoring system to compile and track performance at individual level.  Empower individuals to meet performance expectations. Motivate NACs to aggressively achieve quality and productivity goals.

    • Administer quarterly and annual NAC performance reviews. Handle disciplinary situations, apply corrective action and follow course of action through performance development plans as needed.

    • Develop new ideas and plans to improve shift functioning. Identify and implement processes and service improvements to ensure that performance and service levels are consistently met. Coordinate work schedules to ensure that adequate staffing needs are appropriate to call volume.

    • Create and maintain a spirited work environment that promotes positive communications within the National Account Team and field offices. Foster teamwork within the National Account Team, field offices, and company. 

    • Assist NACs in receiving all incoming forms of communication from clients, prospective clients, field personnel or the general public during the shift as needed.  

    • Other related duties as requested. 

     

    MINIMUM QUALIFICATIONS AT ENTRY

    Additional qualifications may be specified and receive preference, depending upon the nature of the position.

    • Technical Skills: Must be familiar with the NCC database and possess knowledge of Microsoft Office applications.

    • Communication Skills: Strong oral and written communication and presentation skills. 

    • Management Skills: Capable of working independently, under minimal supervision and following directions. Skilled at problem solving, prioritization, delegation, multi-tasking, and conflict resolution.

    • Customer Service Skills: Ability to maintain a strong and positive customer service orientation. Willingness to support the customer. Communicate direction in a positive and professional manner. 

    • Analytical Skills: Ability to quickly discern issues, collect data, establish facts, and draw valid conclusions. Use sound judgment to accomplish results.

    • Stress Tolerance: Willingness and ability to adapt to continually fluctuating work demands and carry out multiple assignments concurrently.

    • People Skills: Possess teamwork and positive attitude. Ability to provide positive direction and motivate performance.

    • Organizational Skills: Ability to concentrate and prioritize. Organize effectively and follow-up to ensure task completion. Possess time management skills.

    • Flexibility:  Ability to work shift times that are not normal business hours of operation and respond on an on-call basis to emergencies and incidents at all hours.

     

    Education/Experience: High School Diploma or GED required, with two to three years of customer service experience.  Some college preferred.  

     

    Working Conditions and Physical/Mental Demands:

    With or without reasonable accommodation, a candidate must have the physical and mental capacity to effectively perform all essential functions described.  In addition to other demands, the demands of the job include:

    • Maintaining composure in dealing with authorities, executives, clients, staff and the public, occasionally under conditions of urgency and in pressure situations.

    • Successful passage of background, reference, psychological, and controlled substance tests.

    • Required ability to handle multiple tasks concurrently.

    • Computer usage.

    • Handling and being exposed to sensitive and confidential information.

    • Regular talking and hearing.

    • Frequent sitting.

    • Occasional walking, reaching with hands and arms, stooping, kneeling, crouching and crawling.

    • Close vision, distance vision, and ability to adjust focus.

    • Work primarily performed in an office environment.

    • Ability to sit for long periods of time while working on a personal computer.

    • Occasional lifting and/or moving up to 10 pounds.


     
     
     

     

    EOE/AA/Minority/Female/Veterans/Disability

  • 12 Days Ago

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National Accounts Coordinator Supervisor (Overnights)
  • Securitas Security Services USA, Inc.
  • Charlotte, NC FULL_TIME
  • National Accounts Coordinator (NAC) Supervisor We help make your world a safer place. Securitas is a global company that offers the most advanced and sustainable security solutions in the industry. We...
  • 11 Days Ago

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Supervisor, Accounts Receivable - PB Coding Operations: Medicine - Remote
  • Duke Health
  • Durham, NC FULL_TIME
  • At Duke Health, we're driven by a commitment to compassionate care that changes the lives of patients, their loved ones, and the greater community. No matter where your talents lie, join us and discov...
  • 2 Days Ago

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Supervisor, Accounts Receivable - PB Coding Operations: Medicine - Remote
  • Duke
  • Durham, NC FULL_TIME
  • At Duke Health, we're driven by a commitment to compassionate care that changes the lives of patients, their loved ones, and the greater community. No matter where your talents lie, join us and discov...
  • 6 Days Ago

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Product Auditor (IRA Counter) - 1st shift
  • OneTen
  • Sanford, NC FULL_TIME
  • Career Area:OperationsJob Description:Your Work Shapes the World at Caterpillar Inc. When you join Caterpillar, you&#39 re joining a global team who cares not just about the work we do – but also abou...
  • 1 Month Ago

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Accounts Payable/Accounts Receivable
  • Courage Kia
  • Huntersville, NC FULL_TIME
  • Automotive Accounts Receivable Clerk Duties & Responsibilities: Prepares all cash receipts and daily deposits Maintains communication with vendors on aging receivables Reconciles cash schedule daily A...
  • 9 Days Ago

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Accountant Controller
  • TANK TECH, INC.
  • Sikeston, MO
  • Job Description Job Description We are looking for an Accountant Controller to join our team! You will be responsible fo...
  • 3/28/2024 12:00:00 AM

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Accountant Controller
  • Triton Enertech
  • Seminole, TX
  • Job Description Job Description This position is a full time position located in Seminole, TX. Position Overview: As our...
  • 3/27/2024 12:00:00 AM

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Accountant Controller
  • Triton Enertech
  • Lubbock, TX
  • Job Description Job Description This position is a full time position located in Seminole, TX. Position Overview: As our...
  • 3/27/2024 12:00:00 AM

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Accountant Controller
  • Triton Enertech
  • Midland, TX
  • Job Description Job Description This position is a full time position located in Seminole, TX. Position Overview: As our...
  • 3/27/2024 12:00:00 AM

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Accounting Controller
  • D Miller & Associates PLLC
  • Houston, TX
  • Job Description Job Description Why work with us D. Miller & Associates, PLLC is a well-respected, personal injury law f...
  • 3/26/2024 12:00:00 AM

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Account Controller
  • Icon Motors Group
  • Medford, MA
  • Company Description Icon Motors Group serves drivers from Lynn to Framingham and beyond. We go above and beyond to deliv...
  • 3/25/2024 12:00:00 AM

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Accountant/Controller
  • Williams & Associates, P.A.
  • Tallahassee, FL
  • Job Description Job Description Accountant/Controller Dynamic family business with growth potential Busy real estate man...
  • 3/25/2024 12:00:00 AM

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Accounting Controller
  • Executive Alliance
  • Yaphank, NY
  • Job Description Job Description The Accounting Controller function leads the budgeting and forecasting processes and sup...
  • 3/24/2024 12:00:00 AM

North Carolina (/ˌkærəˈlaɪnə/ (listen)) is a state in the southeastern region of the United States. It borders South Carolina and Georgia to the south, Tennessee to the west, Virginia to the north, and the Atlantic Ocean to the east. North Carolina is the 28th-most extensive and the 9th-most populous of the U.S. states. The state is divided into 100 counties. The capital is Raleigh, which along with Durham and Chapel Hill is home to the largest research park in the United States (Research Triangle Park). The most populous municipality is Charlotte, which is the second-largest banking center in...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Accounts Supervisor jobs
$66,492 to $81,943

IRA Accounts Supervisor in Yakima, WA
On average, a Bachelor's Degree is the highest level of education for an IRA Accounts Supervisor.
November 29, 2019