New Accounts Representative jobs in Twin Falls, ID

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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New Accounts Administrator - Burley Corporate Office
  • DL Evans Bank
  • Burley, ID FULL_TIME
  • Job Description

    The New Account Administrator is responsible for the administration and support of new account software (BPM) and related new account programs and services. He or she is responsible for providing technical support to both branch and administrative personnel on savings, checking, CD’s, IRA’s, CDAR’s and ICS and other applications including, but not limited to; Instant Issue, Branch Capture, Integrated Teller, Laserfiche imaging, and 360 View CRM program. The New Accounts Administrator receives and answers questions, provides installation support, troubleshoots system problems, and provides technical training. He or she provides HSA/IRA support. The New Account Administrator courteously and promptly resolves questions and problems and maintains professional relationships. He or she completes related records, reports, and documents

    Qualifications

    • Must be at least 18 years old
    • High school diploma or GED required
    • Minimum of 3 years or more experience in a new account or similar position
    • Performs basic to intermediate duties including new account verification, administration and support including software, policy updates, new accounts training, specification maintenance, IRA/HSA support, EOY functions, branch training and project implementation, participation in bank committees as needed or requested
    • Accurate and attentive to detail
    • Able to get along well with coworkers
    • Ability to maintain confidentiality in all situations
    • Excellent verbal and written communication skills as well as professional telephone etiquette
    • Well organized with good typing skills
    • Strong proofreading skills
    • Knowledge of Microsoft Office software products and strong ability to use and navigate the Internet
    • Willing and able to assist coworkers with various tasks


    Responsibilities

    • Receives and responds to phone calls from branch personnel in regards to new accounts and operations questions to include calls pertaining to Business Process Manager, Instant Issue Debit Cards, NGP, Integrated Teller, Branch Capture, Laserfiche imaging, 360 View CRM program, password resets and any others that may be implemented
    • Responsible for administration of the new account software, Business Process Manager (BPM), and related programs and services for the new account process. This includes program updates, form updates and changes required for compliance or efficiency purposes
    • Responsible for training of employees on BPM, Instant Issue, NGP, Laserfiche, 360 View, and other associated programs/services, as well as training for any updates or new procedures for such programs/services
    • Pulls weekly new accounts verification reports and assists ROSD employees with weekly audit
    • Assists with IRA and HSA branch support, verifications, training and audits. Assists with IRA required minimum distribution tracking and reporting
    • Completes assigned end of year procedures and reports to ensure accuracy of financial data and tax reporting
    • Responsible for completing changes to deposit rate spreadsheets and deposit rate specifications
    • Assists with specification maintenance related to existing deposit products and services as well as adding new products and services. Participates in new product and service research and development
    • Assists with FDICIA and other compliance audits pertaining to operations and new accounts as assigned
    • Serves as a backup for the set up and/or verification process on Repurchase Accounts, CDAR’s and ICS and provides support and assistance to branch and administrative personnel
    • Troubleshoots, computer errors and equipment problems associated with Operations and New Accounts
    • Assists with the completion of the monthly Federal Withholding Report
    • Serves as a backup for the daily resolution of Safe Deposit Box and Certificate of Deposit non-posts
    • Serves as a backup for the weekly Fed Funds/91 day T-bill rate changes and monthly earnings credit rate changes
    • Reviews and completes tax correction requests and maintenance of the system when appropriate
    • Serves as a backup for Reg E reporting and monitoring
    • Serves as a backup to Monitor and provides daily resolution of items not processed through new accounts imaging
    • Serves as a backup for setting up PB’s/Operations Supervisors/Branch Specialists/Tellers with applicable user names and re-setting passwords for operations systems; including Integrated Teller, Citrix, EFunds
    • Answers the telephone and fields or refers questions from customers, branch personnel, and management
    • Helps other area personnel as required
    • Keeps management informed of area activities and any significant problems or concerns

    Company Description

    D.L. Evans Bank is a community bank and has been since 1904. For many years, we have provided premier banking services to the residents of Southern Idaho and Northern Utah while fostering a working environment for our employees dedicated to teamwork and excellent customer service. If you are a dynamic and customer-driven individual, whether an experienced banker or just beginning your career, we encourage you to continue with this applicant friendly, online job application!

    D.L. Evans Bank is an Equal Opportunity Employer (EOE/AA/W/M/Vets/Disabled). VEVRAA Federal Contractor.

    Benefits

    • Medical Insurance
    • Dental Insurance
    • Vision Insurance
    • FSA
    • 401(k)
    • Employee Stock Ownership Plan
    • Paid Vacation
    • Sick Time
    • Life Insurance
    • Long-term Disability Insurance
  • 1 Day Ago

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New Home Sales Representative
  • ADAIR HOMES INC
  • Twin Falls, ID OTHER
  • Job Details Level: Experienced Job Location: Twin Falls - Twin Falls, ID Position Type: Full Time Salary Range: $125,000.00 Base Commission/year Travel Percentage: None Job Shift: Day Job Category: Sa...
  • 15 Days Ago

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Accounts Payable Clerk
  • Magic Valley Electric LLC
  • Twin Falls, ID FULL_TIME
  • ONE TEAM. ONE DREAM. About Us: Here at Magic Valley Electric we have a true passion for providing an honest and helpful work environment where every employee can commit themselves to giving our custom...
  • 4 Days Ago

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New Grad Social Worker
  • St. Luke's Health System
  • Twin Falls, ID FULL_TIME
  • Overview St. Luke’s Health System in Twin Falls is seeking a Social Worker to join our Canyon View team. St. Luke’s Health System is Idaho’s largest employer and most awarded health system, with a med...
  • 22 Days Ago

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New Truck Sales Representitive
  • Rush Enterprises
  • Jerome, ID OTHER
  • A New Truck Sales Representative is responsible for soliciting truck sales business within an assigned territory, customarily and regularly in-person and away from the assigned work location or dealer...
  • 4 Days Ago

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New Home Sales Associate
  • Hayden Homes LLC
  • Twin Falls, ID FULL_TIME
  • Job Title: New Home Sales Associate Company: New Home Star partnered with Hayden Homes Location: Twin Falls, ID Career Area: Sales Education: Bachelor's degree or higher is preferred. Experience: 3 or...
  • 6 Days Ago

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0 New Accounts Representative jobs found in Twin Falls, ID area

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Account Executive
  • The Judge Group
  • Twin Falls, ID
  • The Account Executive is responsible for maximizing sales growth profitably. To accomplish this, they are responsible fo...
  • 3/28/2024 12:00:00 AM

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Sales Associate
  • Hot Topic, Inc.
  • Twin Falls, ID
  • Join the loudest store in the mall! We're looking for music and pop culture fanatics to help create the best experience ...
  • 3/28/2024 12:00:00 AM

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CAR WASH SALES ASSOCIATE- ROCKETEXPRESS
  • ZIPS CAR WASH
  • Twin Falls, ID
  • Job Details Job Location IDTWI BlueLakes - Twin Falls, ID Position Type Full Time Education Level High School Salary Ran...
  • 3/28/2024 12:00:00 AM

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Business to Business Sales Representative
  • Packard Culligan Water
  • Twin Falls, ID
  • Business-to-Business Sales Representative: Elevate Water Quality and Foster Meaningful Connections Join the Culligan of ...
  • 3/27/2024 12:00:00 AM

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Member Services Rep Part Time Morning
  • Planet Fitness Inc.
  • Twin Falls, ID
  • Position: Member Services Rep - Part Time - Morning We are searching for a motivated Member Services Representative to j...
  • 3/27/2024 12:00:00 AM

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Lead Cashier
  • Ulta Beauty, Inc.
  • Burley, ID
  • OVERVIEW: Experience a place of energy, passion, and excitement. A place where the joy of discovery and uncommon artistr...
  • 3/26/2024 12:00:00 AM

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Retail Fulfillment Associate
  • Macys
  • Twin Falls, ID
  • Responsibilities As a Fulfillment Associate, you will be responsible for driving a great shopping experience for our omn...
  • 3/25/2024 12:00:00 AM

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Part Time Sales Associate
  • General Nutrition Centers
  • Twin Falls, ID
  • Company Description As the global leader in health and wellness innovation since 1935, GNC motivates people to reach the...
  • 3/25/2024 12:00:00 AM

Twin Falls is located at 42°34'N 114°28'W (42.561,-114.464). According to the United States Census Bureau, the city has a total area of 18.16 square miles (47.03 km2), of which, 18.10 square miles (46.88 km2) is land and 0.06 square miles (0.16 km2) is water. The Snake River Canyon forms the city's northern limits, separating it from Jerome County. There are three waterfalls in the immediate area. Shoshone Falls is located approximately 5 miles (8.0 kilometres) east of Twin Falls city. Pillar Falls is located approximately 1 1⁄2 mi (2 1⁄2 km) upstream from the Perrine Bridge while Twin Falls, ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for New Accounts Representative jobs
$31,388 to $38,814
Twin Falls, Idaho area prices
were up 2.5% from a year ago

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