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)
Working in a team-oriented, high volume, fast-paced, member-centric environment, the Welcome Center Representative, under the director of the Membership Director (or assigned supervisor), is the first impression and sets the stage for an exceptional member and guest experience. While demonstrating a welcoming, genuine, hopeful, nurturing and determined approach, the Welcome Center Representative will greet all members and guests, and ensure proper check-in procedures are being followed, manage incoming calls from multiple phone lines, process program registrations, provide cause-driven tours to prospective members, and collaboratively work towards reaching team goals each month while maintaining a clean, safe and orderly work environment.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES:
0 New Accounts Representative jobs found in Tampa, FL area