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)
QUALIFICATIONS:
1. Associates Degree in Business or Accounting preferred.
2. Minimum of three years of accounting experience.
3. Understanding of General Accepted Accounting Principles (GAAP)
4. Skilled in the use of Excel spreadsheets and other computerized applications.
5. Demonstrated ability to meet tight deadlines, juggling conflicting timelines and priorities.
6. Must be able to work independently and have a strong work ethic.
7. Such alternatives to the above qualifications as the Board may find appropriate and acceptable.
PRIMARY FUNCTIONS:
1. Purchasing and training staff with purchase requests
2. Sales Tax/Corporations/W-9 Forms/1099 Forms
3. Post cash receipts and journal entries
4. Process account payable checks bi-weekly or as needed for all funds
5. Reconcile credit card statements and bank statements monthly
6. Tax collection reconciliation
7. Assist in preparing monthly financial reports for review by the Board of Education
8. Assist with annual audit and keep proper records throughout the year
9. Assist the Director of Finance with tasks as needed
10. Assist with payroll tasks and back up to payroll
11. Other business function duties as assigned
TERMS: This is a full time position with benefits
SALARY: Commensurate with education and experience
APPLY TO: Please provide a letter of interest, current resume, and transcripts to:
Dowagiac Union School District
Stacy Ritchie
243 S. Front Street
Dowagiac, MI 49047
Phone: 269-782-4400 Fax: 269-782-4418
sritchie@dowagiacschools.org
CLOSING DATE: December 9, 2022 by 4:30 p.m.
POSTED: December 1, 2022
Clear All
0 New Accounts Representative jobs found in Benton Harbor, MI area