IRA Specialist

Ranked as the #1 Best Places to Work by Forbes Magazine – Discover Financial Services is hiring an IRA Banking Specialist for our Banking division.

– Job Snapshot
Employment Type: Full Time
Job Type: Customer Service / Banking
Education: High School Graduate
Environment: Call Center
Experience: None
Benefits: Starts Day One
Manages Others: No
Industry: Financial Services - Banking
Required Travel: No

– Job Description
• Manage and resolve non phone case activity for Discover Bank IRA account holders
• Assist Deposit Product Reps with answers for difficult IRA inquiries from customers
• Fulfill Fiserv Case activity during scheduled non phone time
• Respond to customer inquiries by telephone and/or mail on banking issues including but not limited to, deposit errors, death distributions, distributions, 5498 tax documents, and misapplied or incorrect deposits
• Research and analyze the more difficult customer problems regarding IRA accounts
• Maintain records of problems and inquiries handled
• Make reasonable decisions such as account adjustments, canceling accounts or waiving fees using discretionary authority
• Suggest service improvements based upon customer inquiries and complaints
• Handle inbound IRA calls

– Benefits
IRA Banking Specialist Employment Benefits:

Day One Benefits:
• Medical/Dental/Vision/Life Insurance
• Paid time off (20 personal days + 7 holidays per year)

Continued Benefits:
• Tuition Reimbursement (after one year of employment)
• Employee Stock Purchase Plan
• Full service cafeteria featuring Starbucks and Sushi Fridays
• Access to fitness center

– Location
West Valley, UT / Salt Lake City, UT

– Position Also Known As
Customer Banking Service Specialist, Banking Specialist, Customer Service Banking Specialist

Qualifications

– Skills
• Must possess strong written and verbal communication skills.
• Take initiative for process improvement.
• Must be flexible and adapts well to change.
• Demonstrate strong commitment to customer service and engagement.
• Must possess at least 2 years of IRA related experience.
• Background in Personal Banking, Investments, Series 6 or Annuities preferred.
Background in Personal Banking, Investments, Series 6 or Annuities preferred. We are an Equal Opportunity Employer and do not discriminate against applicants due to race, ethnicity, gender, veteran status, or on the basis of disability or any other federal, state or local protected class.