New Accounts Representative opens a variety of new accounts for customers including checking, IRA, CD and others. Collects required information from new account customers and completes account set up process including data input, verifying references, and documentation. Being a New Accounts Representative provides information and answers questions regarding interest rates, fees, and bank policies. May complete process to transfer accounts for customers. Additionally, New Accounts Representative makes appropriate referrals to cross-sell a variety of bank services. May require an associate degree. Typically reports to a supervisor or manager. The New Accounts Representative possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. May require 0-1 year of general work experience. (Copyright 2024 Salary.com)
ESSENTIAL DUTIES AND RESPONSIBILITIES:
EDUCATION / EXPERIENCE:
Required: HS Diploma/GED or better
Associate degree in accounting with 1-2 years’ work experience in accounting, preferably in a manufacturing related business; OR 3-4 years previous AP/AR related and verifiable work experience in high volume business.
WORK ENVIRONMENT / CONDITIONS / PHYSICAL DEMANDS:
These are considered essential duties and are illustrative of those job tasks, which are fundamental. Work will take place in a warehouse environment. Employees may be required to perform additional related duties as may be assigned by management. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work will take place in various types of manufacturing environments as well as in outdoor settings. Prolonged standing, climbing, pulling and lifting of heavy objects may be included in the job tasks.
Clear All
0 New Accounts Representative jobs found in Asheville, NC area