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)
Description/Job Summary
Provides quality service and develops long term customer relationships. Receives and pays money to bank customers and maintains accurate record keeping of deposits and withdrawals, negotiable instruments, and other bank transactions. Performs duties, which include selling and opening new accounts, closing accounts, and advising customers on all bank services.
Requires standing for most of the work day, and requires lifting, carrying or moving heavy boxes or bags or currency and coin weighing up to 45 pounds. Manual dexterity, visual and aural acuity necessary to perform duties of the position.
Responsibilities/Duties
Preferred Skills
Skill in communicating with clients and co-workers in courteous and professional manner.
Skill in operating computer terminals and printers, back counter capture machine, coin machine and copie.
Skills in effectively listening to customers and making appropriate referrals.
Ability to maintain a high level of confidentiality.
Ability to perform customer service duties and provides leadership and guidance to subordinate members of the department in the areas of phone and in-person inquiries, conducting customer research, cash and check handling, and effectively making appropriate customer referrals to other bank staff.
Ability to ensure that appropriate efficiency, accuracy, and customer service is provided to customers to ensure that the bank's goals of meeting the customers needs is being met.
Ability to demonstrate accuracy and efficiency in a fast-paced environment.
Ability to function as a team player.
Ability to perform any other duties/projects as assigned by management.
Preferred Experience
Prefer minimum of 24 months prior bank teller experience or other related cash handling experience may be considered.
Full knowledge of personal and business banking products offered, taking a personal initiative to stay updated on any changes.
Basic knowledge of all banking regulations applicable to the job function and of all bank policies and procedures.
Knowledge of general banking principles and a willingness to participate in educational opportunities.
Preferred Education
High School graduate or equivalent.Details
We offer fair and competitive compensation as well as bonus based on an employee's years of service and possible discretionary merit bonuses. Employees also have the opportunity to participate in the Bank's incentive program, which can monetarily reward staff who provide qualified referrals based on program guidelines. Other benefits include:
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