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)
Responsibilities
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Ensuring that documents are accurate and well-maintained
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Keeping up-to-date with company announcements and factory recalls
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Organizing and maintaining customer and service records
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Maintaining good relationships with clients
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Managing accounts payable using accounting software and other programs
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Handling accounts payable for separate entities and vendors
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Analyzing workflow processes
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Establishing and maintaining relationships with new and existing vendors
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Ensuring bills and payroll are paid in a timely and accurate manner while adhering to departmental procedures
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Processing due invoices for payments
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Comparing purchase orders, prices, terms of payment and other charges
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Processing transactions and performing accounting duties such as account maintenance, recording entries and reconciling books of accounts
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8am- 5pm
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Benefits
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401(k)
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Dental insurance
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Health insurance
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Life insurance
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Paid time off
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Vision insurance
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