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)
Benefits / Perks
Company Overview
Since 1946, Alfa has grown to offer an excellent array of insurance coverages including life, property, business and automobile to its clients and has also become known for superior customer service.
Are you interested in a career path and not just a job? Working as a customer representative for Alfa Insurance® is more than just servicing customers and selling insurance.
It’s making a difference in the lives of your policyholders and the community. It’s creating lifelong relationships. It’s about being there when it matters most and protecting those things that are most important.
It’s becoming part of a well-respected company that is based on faith, family, community and integrity.
Job Summary
Alfa Insurance sales representatives are team players that take exceptional pride in the company they represent, the products they sell and in providing excellent customer service.
They assist the company and agents in performing sales and clerical function necessary to write and service our existing customers as well as striving to increase business.
Responsibilities
Proficient at adapting to a constantly changing, extremely fast-paced environment.
Qualifications
Last updated : 2024-04-28
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