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)
Summary:
This position is the first point of contact for most customer interactions that occur within the branch. Responsible for working as a member of a cohesive team to process a variety of transactions to include, but not be limited to: deposits, withdrawals and payments. Responsible for cash assigned, balancing standards and maintaining the integrity of the teller line.
Qualifications:
Education: High school diploma or general education (GED). One year of education and/or training beyond high school, preferred. Or equivalent combination of education and experience.
Licenses/Certifications: None.
Experience: One year of related experience and/or training. General PC knowledge. Prior cash handling experience. Previous sales experience preferred.
Essential Functions:
A: Job Specific:
Knowledge/Skills/Abilities:
Sutton Bank is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity, disability or protected veteran status.
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