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)
The primary purpose of this position is to deliver exceptionally high quality service to VCCUs internal and external members and abide by all service standards and tenets of VCCUs Core Values. A key element of this service is to provide members and prospective members the full range of products and services offered by VCCU. This employee is expected to maintain a professional comportment at all times and comply with all Credit Union policies and procedures, including Standards of Conduct and Confidentiality.
To perform this job successfully, an individual must be able to perform each essential function satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Other duties may be involved. Travel to other locations may be required.
This job has no supervisory responsibilities.
ALL EMPLOYEES MUST QUALIFY FOR AND MAINTAIN A FIDELITY BOND
At VCCU, we are dedicated to building an inclusive and authentic workplace that values unique voices and experiences, backgrounds and identities. We are an equal opportunity employer who celebrates the diversity of our employees and our members and strives to represent the many communities we serve.
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