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View salary and benefits informationDevelops 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...
Responds to member inquiries regarding membership, educational programs, events, publications, billing, or other problems using a phone, e-mail, or chat format. Processes subscriptions, membership applications, or member data changes. Directs members to the resources to answer questions or provide requested information. Documents inquiries and interactions using a ticketing or customer relationship management (CRM) system. May draft correspondence and promotional communications or conduct outreach calling to solicit new members or promote events. May require an associate degree or equivalent. more...
Implements employee engagement programs to facilitate a healthy and productive work environment and attract and retain employees for an organization. Provides necessary documents to communicate company policies or programs focused on work-life, child care, fitness, discounts, remote working, education, training, and others to provide options that engage employees. Gathers and records data on program utilization, employee feedback, competitiveness, and workforce productivity to ensure that a cost-effective mix of programs is offered. Collaborates with management to assist with the selection and more...
Implements employee engagement programs to facilitate a healthy and productive work environment and attract and retain employees for an organization. Provides necessary documents to communicate company policies or programs focused on work-life, child care, fitness, discounts, remote working, education, training, and others to provide options that engage employees. Gathers and records data on program utilization, employee feedback, competitiveness, and workforce productivity to ensure that a cost-effective mix of programs is offered. Collaborates with management to assist with the selection and more...
Implements employee engagement programs to facilitate a healthy and productive work environment and attract and retain employees for an organization. Provides necessary documents to communicate company policies or programs focused on work-life, child care, fitness, discounts, remote working, education, training, and others to provide options that engage employees. Gathers and records data on program utilization, employee feedback, competitiveness, and workforce productivity to ensure that a cost-effective mix of programs is offered. Collaborates with management to assist with the selection and more...
Oversees operations and transactions involving IRAs. Monitors opening and closing of accounts, account distributions, rollovers, and customer inquiries. May handle large or complex accounts. Ensures compliance with governmental regulations, including account over-contribution and early distributions. May require a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. 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. more...
Provides superior customer service to account holders by responding to questions about their account and processing transactions and fills in as teller as needed. May process account openings, closings, and distributions following standard procedures and regulations. Resolves customer issues and escalates complex cases to the appropriate bank staff. Knowledgeable about bank products and services. Identifies cross-selling opportunities as appropriate, and may refer customers to other bank resources. Requires a high school diploma or equivalent. Typically reports to a manager. Works under modera more...
Provides superior customer service to account holders by responding to questions about their account and processing transactions and fills in as teller as needed. May process account openings, closings, and distributions following standard procedures and regulations. Resolves customer issues and escalates complex cases to the appropriate bank staff. Knowledgeable about bank products and services. Identifies cross-selling opportunities as appropriate, and may refer customers to other bank resources. Requires a high school diploma or equivalent. Typically reports to a manager. Works independentl more...
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 equivalent. Typically reports to a supervisor or manager. Works under moderate supervision. Gaining or has attained full proficiency in a specific area of disci more...
Responds to member inquiries regarding membership, educational programs, events, publications, billing, or other problems using a phone, e-mail, or chat format. Processes subscriptions, membership applications, or member data changes. Directs members to the resources to answer questions or provide requested information. Documents inquiries and interactions using a ticketing or customer relationship management (CRM) system. May draft correspondence and promotional communications or conduct outreach calling to solicit new members or promote events. May require an associate degree or equivalent. more...
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