The Account Representative pursues relationships with potential new accounts and seeks business expansion opportunities with current clients. Develops relationships with smaller to mid-sized clients in order to increase revenue. Being an Account Representative may support higher-level account managers working with larger accounts. Has detailed knowledge of products and services being offered and ensures that products and services consistently meet client needs. In addition, Account Representative may visit client locations periodically to ensure client satisfaction and promote ongoing contract renewal. Provides sales quotations and responds to requests for proposals. Typically requires a bachelor's degree. Typically reports to a supervisor or manager. Being an Account Representative work is closely managed. Works on projects/matters of limited complexity in a support role. Working as an Account Representative typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
About The Role
Are you a customer service and sales extraordinaire ? Come join our team and help us continue our legacy of service excellence! We currently have an opening for a New Account Representative at our Oak Creek, CO Branch .
Our New Account Representatives are responsible for greeting customers visiting the branch and using the essential skills of effective communication and listening to meet the financial needs of customers and develop customer relationships.
New Account Representative’s perform routine teller and bank transactions, educate customers as to products / services available, open new and maintain existing deposit accounts and other customer services duties, promoting Bank of the San Juans by maintaining good customer relations and referring customers to appropriate staff for new services.
Our Customer Service Team is the face of our company, and our strongest champions of our Core Values : Honesty and Integrity, Service to the Customer, Teamwork, Respect for the Individual, and Giving to the Communities We Serve.
The salary range for this position is $18.00-$20.00 per hour. All compensation offers are analyzed individually and take into consideration multiple factors including but not limited to geographic location, years of experience, and educational background.
If you want to ACHIEVE YOUR DREAMS and help others in ACHIEVING THEIR DREAMS come and join our team. le.
Bank Happy. Work Happy. Right Here.
DUTIES AND RESPONSIBILITIES :
Teller Responsibilities
Sort, count, and wrap money to be transferred to the vault.
New Account Responsibilities
Assist with wide variety of customer services including opening and maintaining deposit and savings accounts, safe deposit boxes, and e-banking products.
Prepare associated documentation and scan for record retention purposes.
Compliance and Security
Additional Responsibilities
Keep work area tidy and maintain customer privacy. Attends and participates in meetings as required.
Additional duties as requested or assigned.
Employee must be capable of interacting calmly and professionally with a variety of people from diverse backgrounds at various levels within and outside of the organization.
Employee must be capable of regular, reliable, and timely attendance.
About You
QUALIFICATIONS :
KNOWLEDGE, SKILL, ABILITY :
WORK ENVIRONMENT :
PHYSICAL DEMANDS :
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is often required to : sit; use hands in repetitive motions to finger, grasp, handle or feel;
and talk or hear, as well as be required to : stand; walk; and lift or reach with hands and arms. The employee may also be required to : crouch (Bending the body downward and forward by bending leg and spine), stoop (Bending body downward and forward by bending spine at the waist.
This factor is important if it occurs to a considerable degree and requires full motion of the lower extremities and back muscles), push (Using upper extremities to press against something with steady force in order to thrust forward, downward or outward), pull (Using upper extremities to exert force in order to draw, haul or tug objects in a sustained motion).
Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators.
Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management.
Must be capable of regular, reliable and timely attendance. Must be capable of climbing / descending stairs in an emergency situation.
Specific lifting abilities required by this job include : Medium work. Exerting up to 50 pounds of force occasionally, and / or up to 25 pounds of force frequently, and / or up to 10 pounds of force constantly to move objects.
Specific vision abilities required by this job include : The worker is required to have close visual acuity to perform an activity such as : preparing and analyzing data and figures;
transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and / or operation / inspection of machines and / or using measurement devices at distances close to the eyes.
What We Offer
COMPENSATION & BENEFITS : Starting salary is dependent upon relevant experience and may vary based on the geographic location of the position.
We offer an extensive benefits package that includes, but is not limited to medical, dental, vision, and life insurance, a health savings account option, an Employee Assistance Program (EAP), a health rewards program, a 401(k) retirement savings plan, discounts on banking products and services, Paid Time Off (PTO) and holidays.
Visit our website for more details!
COMPANY OVERVIEW : We are a family of banks whose unique local presence reflects the communities we serve. We welcome the opportunity to grow and change as our customers and communities do the same.
Read our story, learn about our banks, and experience life at
Last updated : 2024-04-23
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