New Accounts Representative jobs in Winston Salem, NC

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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Experienced Financial Services/ Insurance Professional/ Registered Representative
  • New York Life
  • Salem, NC FULL_TIME
  • Join our dependable team.

    Do you enjoy helping clients identify and achieve their financial goals? Through New York Life, Eagle Strategies, and NYLIFE Securities, our Financial Professionals offer an array of financial products and services as well as exceptional service. Financial strategies may include but are not limited to retirement planning, education funding, business planning, employee benefits, specials needs planning, legacy, and estate planning.

    We are dedicated to your success.

    At New York Life, we offer a comprehensive three-year training program, marketing support, and prospecting and technical assistance. Our programs give you the opportunity to work with highly successful, established agents and managers who assist you in developing a clientele. We also provide the resources and stability you would expect from a Fortune 100 company.

    What makes a good fit?

    We look for motivated, entrepreneurial individuals who are willing to invest their time and energy into creating profitable and rewarding careers. Do you possess uncompromising integrity and ability to communicate complex ideas? Do you have the ability to successfully network and prospect for new clients? If so, we hope you will join us.

    Run your own practice with the support of New York Life New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A ), Standard & Poor’s (AA ), Moody’s Investors Service (Aaa), and Fitch (AAA). For 65 Consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.

    Mission statement and values: Our Mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.

    About New York Life

    As a mutual company, we are accountable only to you.

    That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers. As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interests and priorities. New York Life has been around for over 174 years of industry success. We are a Fortune 100 company and are ranked No. 71 on the Fortune 500 list in 2019. New York Life is the Largest Mutual Insurer in the U.S. We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals. That passion and commitment to protection have continued unabated for nearly two centuries. We’ve seen the nation evolve and events that have affected the lives of Americans: from the Civil War, to the 1906 San Francisco earthquake, to the 1929 stock market crash, to September 11, 2001, to Hurricane Katrina in 2005. What does this mean? It means that New York Life is resilient and able to thrive in all economic conditions. This means we’ll always be there for our policy owners and for future generations.

    New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/General Identity.

    SMRU 1827566 7/1/2020

  • 14 Days Ago

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Accounts Payable Clerk
  • Salem Leasing
  • Salem, NC FULL_TIME
  • Accounts Payable Clerk Salem Leasing is a Winston-Salem, NC-based manufacturer of industrial and commercial electrical equipment. We are seeking a Accounts Payable Clerk to join our team. The ideal ca...
  • 3 Days Ago

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Customer Accounts Advisor
  • Aaron's Family of Companies
  • Salem, NC FULL_TIME
  • We are Aaron’s - an industry leader in the sales and lease-to-own retail industry known for quality brand names and superior customer service. We provide our team members the opportunity to reach thei...
  • 4 Days Ago

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Customer Accounts Advisor
  • Talent Acquisition/Human Resources, The Aaron's Family of Companies
  • Winston, NC FULL_TIME
  • Aaron’s Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% s...
  • 4 Days Ago

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Customer Accounts Advisor
  • Aaron's Family of Companies
  • Winston, NC OTHER
  • Aaron’s Customer Account Advisors serve as coaches to our customer, driving payment collections and lease agreement renewals by understanding lease agreement benefits and ensuring customers are 100% s...
  • 7 Days Ago

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Accounts Receivable Manager
  • Renfro Brands
  • Mount Airy, NC FULL_TIME
  • An individual must be able to perform each essential duty satisfactorily. SUMMARY: The Accounts Receivable Manager is a key position that interfaces with the business units of the company to evaluate ...
  • 7 Days Ago

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0 New Accounts Representative jobs found in Winston Salem, NC area

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Aftermarket Sales Representative
  • Crown Equipment Corporation
  • Winston-Salem, NC
  • Company Description: Crown Equipment Corporation, one of the world's largest lift truck manufacturers, offers local supp...
  • 5/10/2024 12:00:00 AM

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Factory Sales Representative - Winston-Salem, NC T309
  • KLINGSPOR Abrasives, Inc.
  • Winston-Salem, NC
  • Job Description Job Description As an abrasives manufacturer with a long history, KLINGSPOR is looking for a success-min...
  • 5/10/2024 12:00:00 AM

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CarelonRx Account Manager II
  • Elevance Health
  • Winston Salem, NC
  • Anticipated End Date: 2024-05-08 Position Title: CarelonRx Account Manager II Job Description: CarelonRx Account Manager...
  • 5/9/2024 12:00:00 AM

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Business Development Engineer (Onsite)
  • Raytheon Technologies
  • Winston Salem, NC
  • Date Posted: 2024-04-16 Country: United States of America Location: HNC32: US096-Winston-Salem (Oak Plaza 190 Oak Plaza ...
  • 5/9/2024 12:00:00 AM

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Sales Manager
  • Ulta Beauty, Inc.
  • Winston Salem, NC
  • OVERVIEW: Experience a place of energy, passion, and excitement. A place where the joy of discovery and uncommon artistr...
  • 5/9/2024 12:00:00 AM

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Sales Associate- Hanes Mall
  • The Children's Place, Inc.
  • Winston Salem, NC
  • Location: Winston-Salem, North Carolina Job Summary: The Sales Associate will be responsible for supporting the Store Le...
  • 5/8/2024 12:00:00 AM

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Sales Consultant
  • Modern Toyota of Winston-Salem
  • Winston Salem, NC
  • Modern Toyota of Winston-Salem is seeking a sales consultant to represent our growing brand.Come join our talented group...
  • 5/7/2024 12:00:00 AM

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SBA BUSINESS DEVELOPMENT OFFICER
  • Truliant Federal Credit Union
  • Winston-Salem, NC
  • Truliant’s mission is to improve lives by putting our members first, providing great service and straightforward financi...
  • 5/7/2024 12:00:00 AM

Winston-Salem is a city in and the county seat of Forsyth County, North Carolina, United States. With a 2019 estimated population of 251,907 it is the second largest municipality in the Piedmont Triad region, the fifth most populous city in North Carolina, and the eighty-ninth most populous city in the United States. With a metropolitan population of 676,673 it is the fourth largest metropolitan area in North Carolina and is expected to keep that fourth spot for many more years. Winston-Salem is home to the tallest office building in the region, 100 North Main Street, formerly the Wachovia Bui...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for New Accounts Representative jobs
$34,023 to $42,069
Winston Salem, North Carolina 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 Representative in Canton, OH
New accounts clerks interview people who want to open accounts in financial institutions.
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