1+ months

IRA Banking Customer Specialist - P210226

West Valley City, UT 84119
  • Job Code
\u003Cp\u003EAt Discover, be part of a culture where diversity, teamwork and collaboration reign. Join a company that is just as employee-focused as it is on its customers and is consistently awarded for both. \u003Cstrong\u003EWere all about people, and our employees are why Discover is a great place to work.\u003C/strong\u003E Be the reason we help millions of consumers build a brighter financial future and achieve yours along the way with a rewarding career.\u003C/p\u003E\u003Cp\u003E\u003Cstrong\u003EClass Start Date: \u003C/strong\u003EJanuary 6, 2020\u003C/p\u003E\u003Cp\u003E\u003Cstrong\u003EShift Requirements: \u003C/strong\u003E\u003C/p\u003E\u003Cul\u003E\u003Cli\u003E11:30am - 9:00pm, M-F w/weekends as assigned\u003C/li\u003E\u003Cli\u003E12:30am - 10:00pm, M-F w/weekends as assigned\u003C/li\u003E\u003C/ul\u003E\u003Cp\u003E\u003Cstrong\u003EStarting Wage: \u003C/strong\u003E$16.75\u003C/p\u003E\u003Cp\u003E\u003Cstrong\u003E Full Time Benefits \u003C/strong\u003E\u003C/p\u003E\u003Cp\u003EOur comprehensive benefits package starts day one and features insurance, financial planning support and excellent perks designed to help you reach your goals and live a rich, healthy life. These include:\u003C/p\u003E\u003Cul\u003E\u003Cli\u003E Paid time off (at minimum, 20 personal days \u002B 7 holidays per year) \u003C/li\u003E\u003Cli\u003E Tuition Reimbursement for eligible US based employees \u003C/li\u003E\u003Cli\u003E 401K with company match and fixed contribution \u003C/li\u003E\u003Cli\u003E Employee Stock Purchase Plan \u003C/li\u003E\u003Cli\u003E Full service cafeteria featuring Starbucks and subsidized Mindful options \u003C/li\u003E\u003Cli\u003E Access to fitness center \u003C/li\u003E\u003Cli\u003E Opportunities to volunteer in the community \u003C/li\u003E\u003Cli\u003E Development groups and training \u003C/li\u003E\u003Cli\u003E On-site Health Clinics \u003C/li\u003E\u003Cli\u003E Onsite Employee Assistance Program Counselors \u003C/li\u003E\u003Cli\u003E Discover Care@Work Family Assistance Program (Discounted childcare at participating centers, free care.com membership, and subsidized Backup Care Services) \u003C/li\u003E\u003Cli\u003E Perks at Work (access discounts from over 30,000 merchants, earning WOWPoints while you shop) \u003C/li\u003E\u003C/ul\u003E\u003Cp\u003EResponsible for managing and resolving phone and mail activities to fulfill and resolve customer inquiries. Researches and resolves inquiries related to deposit posting, IRA distributions, beneficiary updates, tax inquiries, and general account maintenance. Resolves customer concerns, including account adjustments and fee waivers.\u003C/p\u003E\u003Cp\u003E\u003Cstrong\u003EResponsibilities\u003C/strong\u003E\u003C/p\u003E\u003Cul\u003E\u003Cli\u003EIdentifies and recommends improvements to services related to customer inquiries and complaints.\u003C/li\u003E\u003Cli\u003EMaintains and logs records of inquiries.\u003C/li\u003E\u003Cli\u003EHandles mail inquiries, including posting IRA deposits, processing distributions, beneficiary updates, and account openings.\u003C/li\u003E\u003Cli\u003EMakes adjustments to customer accounts to resolve customer issues.\u003C/li\u003E\u003Cli\u003EHandles incoming phone inquiries, including account maintenance, assisting with forms, services, and acquisitions.\u003C/li\u003E\u003Cli\u003EEnsures adherence to laws and regulations.\u003C/li\u003E\u003C/ul\u003E\u003Cp\u003E\u003Cstrong\u003EMinimum Qualifications\u003C/strong\u003E\u003C/p\u003E\u003Cp\u003E\u003Cstrong\u003EAt a minimum, heres what we need from you:\u003C/strong\u003E\u003C/p\u003E\u003Cul\u003E\u003Cli\u003E2\u002B years of experience in Customer Service, Banking, Financial Services, or related field\u003C/li\u003E\u003C/ul\u003E\u003Cp\u003E\u003Cstrong\u003EPreferred Qualifications\u003C/strong\u003E\u003C/p\u003E\u003Cp\u003E\u003Cstrong\u003EIf we had our say, wed also look for:\u003C/strong\u003E\u003C/p\u003E\u003Cul\u003E\u003Cli\u003EAssociate\u0027s Degree in Banking, Finance, Accounting, or related field\u003C/li\u003E\u003Cli\u003E4\u002B years of experience in Customer Service, Banking, Financial Services, or related field\u003C/li\u003E\u003C/ul\u003E\u003Cp\u003EINDDFS\u003C/p\u003E\u003Cp\u003ESAJDFS\u003C/p\u003E \u003C/p\u003E\u003Cp\u003E . \u003C/p\u003E\u003Cp\u003E \u003C/p\u003E \u003Cp\u003E The same way we treat our employees is how we treat all applicants - with respect. Discover Financial Services is an equal opportunity employer (EEO is the law). We thrive on diversity \u0026 inclusion. You will be treated fairly throughout our recruiting process and without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status in consideration for a career at Discover. \u003C/p\u003E \u003Cbr\u003E\u003Cbr\u003E



  • Banking / Finance
Posted: 2019-11-06 Expires: 2019-12-12

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IRA Banking Customer Specialist - P210226

West Valley City, UT 84119

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