Top 928 Member experience specialist Jobs in Sacramento, Ca

IRA Certificate Technician
Golden 1 Credit Union —Sacramento, CA
- $23.50 - $25.50 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
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FIELD ARCHAEOLOGISTS - (Central California)
SummitWest Environmental —California
- $27 - $32 an hour
- Part-time
- Microsoft Word
- Background check
- Clean driving record
- Health insurance
- Dental insurance
Quick Apply
California Solar Specialist
American Farmland Trust —Sacramento, CA
- $80,000 - $85,000 a year
- Weekends as needed
- Remote
- Microsoft Excel
- 6 years
- Bachelor of Science
- Health savings account
- Disability insurance
13d
Domestic & International Shipping Specialist
Balanced Body Inc —Sacramento, CA
- $22 - $30 an hour
- Overtime
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Disability insurance
Quick Apply
3d
Remote PPC / SEM Specialist
Coalition Technologies —California
- $15 - $35 an hour
- Full-time
- Remote
- Mid-level
- Analysis skills
- Under 1 year
- Profit sharing
- Health insurance
11d
Background Screening Specialist
Backgrounds Online —Sacramento, CA
- $20 - $27 an hour
- Full-time
- Background check
- Customer service
- Office
- Health insurance
- Dental insurance
Quick Apply
6d
Insurance Verification Specialist
Shriners Hospitals for Children —Sacramento, CA
- $29.16 - $41.16 an hour
- 18 years or older
- Microsoft Excel
- Microsoft Outlook
Quick Apply
6d
Student Support Specialist
Los Rios Community College District —Sacramento, CA
- $6,254.38 - $8,230.34 a month
- 8 hour shift
- Management
- Mid-level
- University
- Paid holidays
- Health insurance
2d
Community Resource Specialist
Child Action —Rancho Cordova, CA
- $27.64 - $34.55 an hour
- Overtime
- English
- Research
- Mid-level
- Disability insurance
- Health insurance
4d
Accounts Receivable Supervisor
American Locker —North Highlands, CA
- $72,000 - $75,000 a year
- Full-time
- Hybrid work
- Background check
- 5 years
- Office
- AD&D insurance
- Health insurance
Quick Apply
3d
Member Specialist
Sam's Club —Roseville, CA
- $19 - $27 an hour
- High school
- Merchandising
- Continuous improvement
- Paid jury duty
- Disability insurance
(USA) Member Specialist
Sam's Club —Sacramento, CA
- $19 - $27 an hour
- High school
- Merchandising
- Continuous improvement
- Paid jury duty
- Disability insurance
Manager of Member Experience
University Enterprises, Inc. —Sacramento, CA
- $5,859 - $7,554 a month
- 8 hour shift
- Background check
- Word processing
- Mid-level
- Paid holidays
- Health insurance
Bakery Specialist
Crumbl Cookies —Sacramento, CA
- $20 - $23 an hour
- Part-time
- No education required
- High school diploma or GED
- Bakery
- Paid training
- Employee discount
Quick Apply
Claim Operations Specialist
The Travelers Companies, Inc. —Rancho Cordova, CA
- $45,400 - $74,900 a year
- Hybrid work
- Computer literacy
- Mid-level
- High school diploma or GED
- Wellness program
- Paid holidays
10d
Eligibility Specialist - Trainee
Placer County —Roseville, CA
- $25.77 an hour
- Full-time
- Word processing
- Writing skills
- Basic math
- On-the-job training
Specialist Apparel
DICK'S Sporting Goods —Sacramento, CA
- $19.50 - $28.50 an hour
- Full-time
- Background check
- High school diploma or GED
- 1 year
Administrative Operations Specialist
GrowthWise Search Partners —Roseville, CA
- $33 - $36 an hour
- Part-time
- Hybrid work
- Microsoft Outlook
- Mid-level
- Office
- Paid time off
Quick Apply
Member Service Specialist (Rancho Cordova)
Golden 1 Credit Union —Rancho Cordova, CA
- $21.50 - $25.00 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
INFORMATION OFFICER I (SPECIALIST)
Department of Cannabis Control —Sacramento County, CA
- $6,031 - $7,547 a month
- Online Application
- Hybrid work
- Office
- Residential
- Driver's License
- Free parking

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IRA Certificate Technician

Golden 1 Credit Union -
Sacramento, CA

Quick Apply

Job Details

Full-time
$23.50 - $25.50 an hour

Qualifications

Retirement account customer support
High school diploma or GED
Investment account customer support
Financial services

Full Job Description

Job Title: IRA Certificate Technician
Status: Non-exempt
Reports to: Supervisor - IRA Certificates Servicing
Department: Deposit Account Servicing
Job Code: 11638
Pay Range: $23.50 - $25.50 Hourly

WHO WE ARE:
Golden 1 Credit Union is among the top credit unions in the country. As a member-owned, not-for-profit cooperative, Golden 1 is guided by the credit union philosophy of “people helping people.” We are committed to empowering our members and uplifting our communities as we create a more equitable and financially inclusive California. We welcome all who embrace our Core Values.

WHO YOU ARE:
You are a detail-oriented and member-focused IRA and Certificate specialist with strong knowledge of regulatory requirements and account processing. You thrive in a fast-paced environment, delivering accurate, compliant, and timely service while managing complex transactions, resolving issues, and supporting members with professionalism, care, and integrity. You are committed to continuous learning, process improvement, and collaboration, helping drive operational excellence and an exceptional member experience.

WHAT YOU'LL DO:

Verification and Documentation: Verify and meticulously document all relevant information pertaining to IRA’s and Certificates, ensuring accuracy, authenticity, and completeness.
Regulatory Compliance: Stay updated on financial industry regulations for IRA’s and Certificates and ensure that all procedures related to IRA’s and Certificate accounts adhere to these standards. Must successfully maintain all IRA regulatory and compliance courses and apply knowledge to daily tasks. Understand contribution limits, and distribution rules.
Record-Keeping: Maintain organized and detailed records of all interactions, transactions, and communications related to IRA’s and Certificate accounts. Excellent organizational skills and time management to manage multiple tasks and meet sensitive deadlines.
Communication: Strong written and verbal communication with members and internal teams, while demonstrating professionalism.
Phone Call responsibilities: Manage heavy call volumes while maintaining call handling times and being evaluated on key performance indicators, such as call resolution time, member satisfaction and adherence to company protocols.
Account Maintenance: Review and adjust IRA investments that align with member’s requests and tax laws and regulations. In addition to preparing and index documents accurately.
Problem Resolution: Address and correct issues or discrepancies with the ability to navigate complex IRA situations with tact and diplomacy.
Training and Development: Stay informed about industry best practices and participate in training sessions to enhance proficiency in performing the tasks associated with IRA and Certificate account processing * Maintain IRA certification.
Collaborate with next of kin, and other relevant parties to obtain necessary documentation and information required for IRA beneficiary disbursement and account closure.
Digital expectation: Identify and propose process optimization, with a digital innovation focus, to enhance the operational performance. Support implementation of digitally focused projects, which include participating in testing new IRA solutions.
Engagement participation: Foster a positive, inclusive work environment that inspires others through words and actions; motivate other employees by embracing and practicing Golden 1’s mission, vison, and core values.
Dormant and Escheatment: Seek out members with IRA’s and Certificates to prevent their funds from being escheated to the State.

QUALIFICIATIONS AND PREFERENCES:

H.S. Diploma or General Education Degree (GED) or equivalent required
Bachelor’s Degree in finance, accounting, business administration or a related field preferred
2+ years hands-on experience specifically in IRA account processing within the financial services industry, demonstrating a deep understanding of the intricacies and complexity of managing such accounts required
1+ years experience with IRA Escheatment and Dormant account handling required
3+ years experience in member service with strong background in operational knowledge in the financial industry required

WHY JOIN US:
Golden 1 Credit Union provides its employees a market-competitive and internally equitable total rewards compensation package through a variety of programs. These programs are designed to attract, motivate, and retain employees that drive and support the achievement of Our Mission, Vision, and Strategic Goals. The Credit Union is committed a total rewards philosophy built on; a comprehensive compensation package, well-being and work-life balance, career development and growth, rewards and recognition, and a commitment to Diversity, Equity and Inclusion. We believe in fostering a workplace where every employee is recognized, valued, and motivated to contribute their best.

Please view the full job description detailing the complete list of duties and expectations for this role by clicking or copying this URL into your browser: https://golden1.jdxpert.com/ShowJob.aspx?EntityID=2&id=2286

DISCLAIMER/INTENT AND FUNCTION OF JOB DESCRIPTIONS:
The above information on this description has been designed to indicate the general nature and level of work performed by team members within this classification. Because the nature of positions and job functions can change over time, this job description is not designed to contain or be interpreted as a comprehensive inventory of all essential functions, duties, responsibilities and qualifications requirements of team members assigned to this job. Job duties may be changed or modified in the Credit Union’s discretion. The Credit Union will keep team members updated on key functions, duties, and requirements of their position by communications from the Credit Union and by updating the job description from time to time. Any team member with questions about the nature of their job duties is encouraged to consult with their supervisor.
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Refine Your Search

member experience specialist jobs in sacramento, ca

IRA Certificate Technician

FIELD ARCHAEOLOGISTS - (Central California)

California Solar Specialist

Domestic & International Shipping Specialist

Remote PPC / SEM Specialist

Background Screening Specialist

Insurance Verification Specialist

Student Support Specialist

Community Resource Specialist

Accounts Receivable Supervisor

Member Specialist

(USA) Member Specialist

Manager of Member Experience

Bakery Specialist

Claim Operations Specialist

Eligibility Specialist - Trainee

Specialist Apparel

Administrative Operations Specialist

Member Service Specialist (Rancho Cordova)

INFORMATION OFFICER I (SPECIALIST)

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