New Accounts Representative jobs in Jamestown, NY

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)

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Assistant Director of Student Accounts
  • State University of New York at Fredonia
  • Fredonia, NY FULL_TIME
  • Location: Fredonia, NY Category: Professional Staff Posted On: Tue Apr 2 2024 Job Description:

    The State University of New York at Fredonia invites applications for a full-time, TERM (tenure-track) appointed Assistant Director of Student Accounts (Staff Associate, SL4, UUP Professional) beginning late April 2024. Position salary range is $65,000-$75,000, commensurate with experience. The successful candidate must be a self-motivated, team-orientated individual wishing to join our professional staff in a fast-paced environment.

    Rewards & Benefits

    Competitive compensation plus comprehensive benefits plan including health, dental, and vision insurance and retirement plan options including a fixed pension plan or a 401(A) with generous employer contributions;
    Paid leave provisions including sick and holiday leave; impressive educational benefits including tuition-free study plus supplemental tuition aid;
    A rich array of services, programs and benefits to help employees advance in their career and enhance the quality of their personal life, including professional development programs and services, employee EAP and wellness programs, discounted membership to the on-campus fitness center, and access to the Campus and Community Child Care Center.

    KEY RESPONSIBILITIES

    Reporting to the Director of Student Accounts, the successful candidate will:

    Bill, collect, disburse, and reconcile third party, Fredonia, and government scholarships, grants and sponsorships
    Responsible for the drawdown of State University Student Aid (SUSA) funds, ensuring compliance regarding the disbursement of all federal aid sources, in addition to reconciling the aid disbursement and undistributed funds
    Voucher and disburse SUNY Tuition Credit funds
    Assist students with residency questions and review applications.
    Perform withdrawal calculations, including Title IV withdrawals
    Complete the Perkins note audit and apply holds to students' accounts
    Work with students
    Supervise members of the Student Accounts staff, including the cashier area, and provide them with annual performance programs and evaluations
    Responsible for testing and reporting problems for software patches and module upgrades
    Requires routine contact with campus and SUNY System Administration personnel and serving on University committees
    Ability to present and work limited nights and weekends to service the University with admissions events
    Participate in committees and provide service to the department, college, university, and profession
    Serve as a member of the Excelsior working group, troubleshoot and reconcile Excelsior disbursements, as well as serve as a liaison with HESC for Excelsior issues
    Be aware of, understand, and follow all university policies.

    KNOWLEDGE, SKILLS, AND ABILITIES

    Excellent oral, written, communication, and analytical skills
    Possess a positive attitude, the ability to independently set priorities, and ability to meet deadlines and adaptability to continual change;
    Excellent interpersonal skills to work effectively, and in a collegial and professional manner, with students, faculty, and staff;

    Job Requirements:
    MINIMUM QUALIFICATIONS

    Bachelor's degree from an accredited institution;
    Proficiency with Microsoft Office spreadsheet, word processing and database applications;
    The ability to multi-task, meet goals and deadlines;
    Demonstrated commitment and ability to work with a diverse group of people in support of campus and department mission;

    PREFERRED QUALIFICATIONS

    Experience in higher education and familiarity with Banner, TouchNet and Argos;
    Excellent technical skills and the ability to create popsels;
    Background in accounting/finance.

    Additional Information:
    This is a full-time, term appointed, professional, UUP represented position beginning April 2024. The salary range is $65,000-$75,000.

    Visa sponsorship is not available for this position.

    Fredonia prides itself on an outstanding workforce. To continually support organizational excellence, the university conducts background screens on applicants.

    An Affirmative Action, Equal Opportunity Employer, Fredonia provides for, and promotes, equal opportunity employment, compensation, and other terms and conditions of employment, without discrimination.

    Pursuant to University policy, the University is committed to fostering a diverse community of outstanding faculty, staff, and students, as well as ensuring equal educational opportunity, employment, and access to services, programs, and activities, without regard to an individual's race, color, national origin, religion, creed, age, disability, sex, gender identity, sexual orientation, familial status, pregnancy, predisposing genetic characteristics, military status, or domestic violence victim status. Employees, students, applicants or other members of the University community (including but not limited to vendors, visitors, and guests) may not be subjected to harassment that is prohibited by law, or treated adversely or retaliated against based upon a protected characteristic.

    The University's policy is in accordance with federal and state laws and regulations prohibiting unlawful discrimination and harassment. These laws include the Americans with Disabilities Act (ADA), Section 504 of the Rehabilitation Act of 1973, Title IX of the Education Amendments of 1972, Title VII of the Civil Rights Act of 1964 as Amended by the Equal Employment Opportunity Act of 1972, and the New York State Human Rights Law. These laws prohibit discrimination and harassment, including sexual harassment and sexual violence.

    Pursuant to Executive Order 161, no State entity, as defined by the Executive Order, is permitted to ask, or mandate, in any form, that an applicant for employment provide his or her current compensation, or any prior compensation history, until such time as the applicant is extended a conditional offer of employment with compensation. If such information has been requested from you before such time, please contact the Governor's Office of Employee Relations at (518) 474-6988 or via email at info@goer.ny.gov .

    SUNY Fredonia is actively recruiting diverse faculty of all backgrounds. In efforts and our commitment to the goal of building a diverse workforce we are participating in PRODiG. PRODiG ("Promoting Recruitment, Opportunity, Diversity, Inclusion and Growth") aims to increase the representation of historically underrepresented faculty at SUNY including underrepresented minority ("URM") faculty in general and women faculty of all races in STEM fields ("WSTEM"). Click this link https://www.suny.edu/prodig/ to find out more about PRODiG.
  • 15 Days Ago

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Accounts Payable Analyst
  • State University of New York at Fredonia
  • Fredonia, NY FULL_TIME
  • Location: Fredonia, NY Category: Professional Staff Posted On: Wed Jun 7 2023 Job Description: The State University of New York at Fredonia invites applicants for a full-time, TERM appointed Accounts ...
  • 25 Days Ago

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Customer Service Representative – Remote in New York state
  • Ttec
  • Cherry Creek, NY FULL_TIME
  • Bringing smiles is what we do at TTEC for you and the customer. As a Customer Service Representative working remotely in New York, you'll be a part of creating and delivering amazing customer experien...
  • 20 Days Ago

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New Flyer of America - Materials Administrator
  • New Flyer
  • Jamestown, NY FULL_TIME
  • New Flyer is North America's heavy-duty transit bus leader and offers the most advanced product line under the Xcelsior and Xcelsior CHARGE brands. It also offers infrastructure development through NF...
  • 4 Days Ago

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New Flyer of America - Material Handler
  • New Flyer
  • Jamestown, NY FULL_TIME
  • New Flyer is North America's heavy-duty transit bus leader and offers the most advanced product line under the Xcelsior and Xcelsior CHARGE brands. It also offers infrastructure development through NF...
  • 5 Days Ago

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New Flyer of America - Assembly Technician
  • New Flyer
  • Jamestown, NY FULL_TIME
  • New Flyer is North America's heavy-duty transit bus leader and offers the most advanced product line under the Xcelsior and Xcelsior CHARGE brands. It also offers infrastructure development through NF...
  • 1 Month Ago

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0 New Accounts Representative jobs found in Jamestown, NY area

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Contract/Commercial Sales Consultant
  • Furnitureland South, Inc
  • Jamestown, NY
  • ** Contract/Commercial Sales Consultant** **Job Category****:** Contract Sales Rep **Requisition Number****:** CONTR0012...
  • 4/19/2024 12:00:00 AM

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Fuel Compliance Officer - 12 Month Register
  • Department Of The Treasury
  • Jamestown, NY
  • Duties WHAT IS THE SMALL BUSINESS SELF EMPLOYEDDIVISION? A description of the business units can be found at: https://ww...
  • 4/19/2024 12:00:00 AM

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Quality Inspector II - Heavy Fabrication
  • F3 Metalworx, Inc
  • North East, PA
  • F3 Metalworx Quality Inspector II Heavy Fabrication / $25.0-$26.0 per hour / North East, PA Must Haves: Ability to lift,...
  • 4/19/2024 12:00:00 AM

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Account Executive
  • Centric Business Systems - powered by UBEO
  • Falconer, NY
  • UBEO Business Services, the premier provider of business technology products and services, is seeking to hire a Sales Re...
  • 4/18/2024 12:00:00 AM

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Accounting Analyst
  • Hiring Now!
  • Dunkirk, NY
  • We re a leader in the pet care industry, which means we re not only ahead in volume, profit and market share, but our as...
  • 4/17/2024 12:00:00 AM

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Inside Sales Manager
  • Bush Furniture
  • Jamestown, NY
  • **Inside Sales Manager** Bush Industries - Jamestown - Corporate, One Mason Dr, Jamestown, New York, United States of Am...
  • 4/16/2024 12:00:00 AM

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Holiday Financial Services, Customer Service Representative, Full Time
  • CNB Bank
  • Bradford, PA
  • Job Type Full-time Description The Customer Service Representative provides efficient and accurate services to customers...
  • 4/16/2024 12:00:00 AM

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Customer Service Representative
  • B&L Wholesale Supply - Jamestown
  • Jamestown, NY
  • The Customer Service Associate will assist our walk-in customers directly, coordinate closely with our outside sales for...
  • 3/7/2024 12:00:00 AM

Jamestown is a city in southern Chautauqua County, New York, United States. The population was 31,146 at the 2010 census and was estimated at 29,591 in 2017. Situated between Lake Erie to the northwest and the Allegheny National Forest to the south, Jamestown is the largest population center in the county. Nearby Chautauqua Lake is a freshwater resource used by fishermen, boaters and naturalists. Notable people from Jamestown include comedian Lucille Ball, U.S. Supreme Court justice and Nuremberg chief prosecutor Robert H. Jackson, naturalist Roger Tory Peterson, singer Natalie Merchant, and N...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for New Accounts Representative jobs
$34,230 to $42,329
Jamestown, New York area prices
were up 1.5% from a year ago

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New accounts representatives work with clients interested in opening accounts with financial institutions, such as banks or credit unions.
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New accounts clerks interview people who want to open accounts in financial institutions.
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