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)
New York Life is currently seeking self-motivated, driven individuals with a passion for making a positive impact on people's lives.
As a Financial Services Professional (Agent) you will have the freedom to build your network of insurance clients and business associates who are looking for insurance and financial solutions.
Here's what you'll do:
As a New York Life Financial Services Professional (Agent), you'll be offering high-quality life insurance, fixed annuities, first year long-term care insurance and other products for insurance and retirement planning needs.
You'll also:
Requirements:
Benefits:
About Us:
We're New York Life, America's largest mutual life insurance company.* We are #71 on the Fortune 500 List. We provide insurance, investment, and retirement solutions along with expert guidance to help you achieve lifelong financial well-being. For all of life's milestones, we're here for you, your family, and your business.
Job Type: Full-time
Benefits:
Work Location: Hybrid remote in Camp Hill, PA 17011
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