IRA Services Representative, Sr. jobs in West Covina, CA

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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Sr Financial Services Representative
  • Opportunities
  • El Segundo, CA FULL_TIME
  • The Sr. Financial Services Representative opens new consumer and non-personal accounts with accuracy, efficiency and professionalism, meeting the high quality service delivery standards of the Bank. The Sr. Financial Services Representative educates clients on the features and benefits of bank products and services, works to help identify their needs, when appropriate refers clients to other team members within the bank. Attends training and demonstrates a strong knowledge of policies and procedures to ensure compliance with the laws and regulations governing financial institutions, including Bank Secrecy Act (BSA), Anti Money Laundering (AML) legislation, Office of Foreign Assets Control (OFAC), Consumer Privacy, Information Security, Bank Protection Act and various other regulations.

     

    RESPONSIBILITIES 

    • Assists clients in opening all types of personal and complex non personal checking, savings and certificate of deposit accounts. Complies with CIP
      standards and reviews all new account documentation for accuracy, ensuring complete compliance with Bank policies and procedures serving as a first line of
      defense for risk management.
    • Has a thorough knowledge of bank products and services and educates clients on features and benefits, profiling for the appropriate product needs providing all
      applicable disclosures, brochures and other information in compliance with all regulatory and bank policies and procedures.
    • Performs follow up with clients to ensure satisfaction.
    • Proactively responds to incoming calls assisting with client requests and resolving client issues.
    • Works with Branch Service Manager to provide support in all areas of branch operations including new account, teller, and safe deposit box.
    • Proactively assists consumer and business customers in selection of more complicated account needs.
    • Ability to review and understand the documentation needed for different types of sophisticated business accounts in order to satisfy the Bank’s requirements.
    • Assist with client service requests and process account maintenance within assigned authority.
    • Ensures that all documents supporting address changes and debit card maintenance are in place.
    • Responsible for reviewing and verifying daily reports assigned by management.
    • May perform notary duties.
    • Other duties as assigned.

     

    QUALIFICATIONS

    • 3 years of bank experience required.
    • New Accounts and sales experience required.

     

    A reasonable, good faith estimate of the minimum and maximum base salary or pay for this position is $21.66/hr. to $32.49/hr. Actual compensation will vary based on various factors including but not limited to location, experience, and performance. A business line incentive may be provided ranging from 0% - 20% of the base salary offered, in addition to a medical and other benefits, dependent on the position. For more information regarding our benefits, please visit https:www.ppbi.com/careers.html

    #LI-onsite

    #LI-FG1

  • 1 Month Ago

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Sr Financial Services Representative
  • Pacific Premier Bank
  • El Segundo, CA FULL_TIME
  • DescriptionThe Sr. Financial Services Representative opens new consumer and non-personal accounts with accuracy, efficiency and professionalism, meeting the high quality service delivery standards of ...
  • 1 Month Ago

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Sr. Buyer
  • YOH Services LLC
  • El Segundo, CA FULL_TIME
  • Sr. Buyer Category: Retail & Consumer Products Employment Type: Direct Hire Reference: BH-371646 Our client, a Cosmetic Manufacturer that specializes in personal care products happily located in South...
  • 6 Days Ago

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Director-Sr. Social Services
  • Genesis HealthCare
  • Los Angeles, CA FULL_TIME
  • Other Info Position Type: Full TimeJob City: Los AngelesRequisition Number: 434795
  • 3 Days Ago

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Sr. Manager of Social Services
  • Los Angeles LGBT Center
  • Los Angeles, CA FULL_TIME
  • Position: Sr. Manager of Social ServicesDepartment: Senior ServicesReports to: Associate Director of ProgramsCompensation: $84,347 AnnuallyStatus: 100%, Full-Time, Regular, ExemptProbation: 180 daysBe...
  • 5 Days Ago

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Financial Services Representative - Pasadena, CA
  • Fidelity Brokerage Services LLC
  • Pasadena, CA FULL_TIME
  • Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career ...
  • 1 Month Ago

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0 IRA Services Representative, Sr. jobs found in West Covina, CA area

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Customer Service Rep
  • Kinetic Personnel Group, Inc.
  • Anaheim, CA
  • We are seeking a detail-oriented Customer Service Representative to join and be part of the team for a global supplier o...
  • 3/28/2024 12:00:00 AM

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Customer Service Rep
  • Arizona Tile, LLC.
  • Los Angeles, CA
  • Job Description Job Description Arizona Tile, the premier importer of natural stone and ceramic tile, in 10 Western stat...
  • 3/28/2024 12:00:00 AM

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Customer Service Rep
  • GEODIS Group
  • Fontana, CA
  • ** Customer Service Rep** **Job Category****:** Operations **Requisition Number****:** CUSTO17509 Showing 1 location **J...
  • 3/27/2024 12:00:00 AM

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Customer Service Rep
  • GEODIS Group
  • Compton, CA
  • ** Customer Service Rep** **Job Category****:** Operations **Requisition Number****:** CUSTO17820 Showing 1 location **J...
  • 3/27/2024 12:00:00 AM

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Customer Service Rep
  • L Ku Insurance Agency Llc
  • Irvine, CA
  • Job Description Job Description Well-known Insurance agency looking for caring individuals to work with clients and sale...
  • 3/27/2024 12:00:00 AM

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Customer Service Rep
  • Tridentcare
  • Burbank, CA
  • ** Customer Service Rep** **Job Category****:** Administrative **Requisition Number****:** CUSTO015650 Showing 1 locatio...
  • 3/26/2024 12:00:00 AM

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Customer Service Rep
  • GEODIS Group
  • Ontario, CA
  • ** Customer Service Rep** **Job Category****:** Operations **Requisition Number****:** CUSTO17790 Showing 1 location **J...
  • 3/25/2024 12:00:00 AM

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Customer Service Rep
  • PONIA AFRICAN MARKET BUTIK LLC
  • Lancaster, CA
  • Job Description Job Description Helping customer find products, Answering phones, stocking, & Inventory.
  • 3/24/2024 12:00:00 AM

West Covina is a city in Los Angeles County, California, located 19 miles (31 km) east of Downtown Los Angeles in the eastern San Gabriel Valley and is part of Greater Los Angeles. The population for the city was 106,098 at the 2010 census....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative, Sr. jobs
$52,624 to $61,422
West Covina, California area prices
were up 3.2% 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