IRA Services Representative, Sr. jobs in Mckinney, 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...
  • 3 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...
  • 20 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...
  • 20 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 ...
  • 13 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 Mckinney, TX area

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Sourcing & Reservation Specialist
  • Johnson Controls International
  • Apodaca, Nuevo León
  • RESPONSIBILITY LEVEL: Serves as a single point of contact for sourcing and reservations for Applied Equipment contracts ...
  • 3/28/2024 12:00:00 AM

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GENERATOR/HVAC Field Service Representative (TESA) in Vicenza, Italy. Must have a current and active Secret clearance.
  • General Dynamics Information Technology
  • GENERATOR/HVAC Field Service Representative ( TESA) in Vicenza Italy. Must have a current and active Secret clearance. A...
  • 3/28/2024 12:00:00 AM

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Specialist, Field IT Support (IT Field Eng II)
  • Johnson Controls International
  • Apodaca, Nuevo León
  • What would you do: This position performs the IT Field Operations Support (IT-FOS) function commensurate with the experi...
  • 3/27/2024 12:00:00 AM

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Mid-Level OneStream Consultant
  • ManTech
  • Secure our Nation, Ignite your Future ManTech is seeking dedicated and enthusiastic Mid-level OneStream Consultants to j...
  • 3/27/2024 12:00:00 AM

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Registered Nurse - F1/OPT Visa Sponsorship
  • ADEX Medical Staffing
  • St. George, UT
  • Create your own destiny in the United States! On a Student Visa or OPT? Join our green card sponsorship program and rece...
  • 3/26/2024 12:00:00 AM

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Warranty Specialist II
  • Johnson Controls International
  • Apodaca, Nuevo León
  • Warranty Analyst II What you will do? The position requires a self-motivated associate that can multitask, solve busines...
  • 3/24/2024 12:00:00 AM

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Bilingual Customer Service Specialist (Spanish)
  • Sherwin-Williams
  • St. George, UT
  • Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their que...
  • 3/22/2024 12:00:00 AM

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TRICARE Beneficiary Services Representative - Naples, Italy
  • Leidos
  • Naples, NA
  • Description Are you looking for your next “great mission” professionally? Do you have more to give, want to learn new sk...
  • 3/18/2024 12:00:00 AM

McKinney is a city in and the county seat of Collin County, Texas, United States. It is Collin County's second-largest city, after Plano. Part of the Dallas-Fort Worth metroplex, McKinney is about 32 miles (51 km) north of Dallas. The Census Bureau listed McKinney as the nation's fastest-growing city from 2000 to 2003 and again in 2006, among cities with more than 50,000 people. In 2007, it was ranked second-fastest-growing among cities with more than 100,000 people and in 2008 as third-fastest. In the 2010 census, the city's population was 131,117, making it Texas's 19th-most populous city. T...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative, Sr. jobs
$46,735 to $54,548
Mckinney, 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