New Accounts Representative jobs in Minnesota

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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Teller/New Accounts Representative
  • Grand Timber Bank
  • Mc Gregor, MN FULL_TIME
  • Grand Timber Bank is located in McGregor MN and is seeking a detail-oriented, friendly, customer service representative. We are a growing community bank with many opportunities available in the upcoming years.
    *

    Position Summary:

    Performs routine branch duties including but not limited to: processing transactions efficiently, professionally, and accurately; identifying customer needs; promoting bank products and services; maintaining and accurately balancing teller cash drawer; open and close depository accounts; assisting with night depository and vault duties. Adheres to all bank established policies, procedures and overall banking/compliance regulations.

    Principal Duties and Responsibilities:

    1. Promotes, represents, and welcomes current and potential customers, and vendors to the bank in a professional and inviting manner.

    2. Develop a strong, value-added relationship with current and prospective customers by engaging in conversations that uncover their current and future financial needs. Provide solutions to ensure the customer feels understood, informed and confident in the bank and products/services offered.

    3. Promotes and encourages a positive working environment with a can-do attitude.

    4. Proficiently performs routine, basic and complex transactions and tasks including but not limited to:

    • Accept and process deposits, withdrawals, transfers, check cashing, loan payments and advances. Ensure proper Customer Identification (CIP) and Bank Secrecy (BSA) procedures are appropriately followed.
    • Maintain proper cash levels and keeps cash secure at all times. Accurately balances drawer, vault (including buying/selling currency to Federal Reserve) and ATM. Reports variations in accordance with bank policy.
    • Process daily branch capture, verifying accuracy of scanned documents to minimize non-posts
    • Collects information for outgoing wire transfers up to specified limit
    • Handle coin which requires bending and lifting
    • Assist with safe deposit entries
    • Basic account maintenance including address changes, holds, stop pays, travel notifications

    5. Maintain comprehensive and up to date knowledge of banking regulations related to assigned job function. Complete and/or ensure all audit and security policies and procedures are followed in accordance with bank policies and Federal Regulation. Complete required compliance and job specific training. Familiarity and adherence of all Bank Secrecy Act requirements including the ability to identify and properly report fraudulent and suspicious loan activity.

    6. Demonstrate comprehensive knowledge of all applicable bank and branch policies, procedures and support systems. Work independently and make independent decisions staying within regulatory rules, bank policy and procedure. Exercise good judgement while keeping the bank’s financial interest in mind.

    7. Assist in other duties including but not limited to: general administrative duties, counting and rolling coin, or other duties that may be necessary and/or requested to fulfill the responsibilities of this position.

    Knowledge, Skills and Abilities Required:

    Requires a High School diploma or equivalent and one year of customer service experience, we will train for the position. Must possess: courteous and professional customer service attitude; technical ability to input and retrieve computerized information; exceptional organizational skills; excellent verbal and written communication skills for interacting professionally with customers and relating to other employees; ability to maintain the integrity of highly confidential customer and Bank information; ability to deal effectively with time pressures, stress and multi-tasking that can change hourly depending on level of customer activity; effective problem solving skills.

    Working Conditions:

    Work is performed in an office environment. Prolonged standing and mental and visual concentration for computer usage required. Must be able to bend, turn, twist, lift and move up to 30 pounds of office supplies, equipment, and coin.

    GTB is an equal opportunity employer.

    Job Type: Full-time

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Health insurance
    • Life insurance
    • Paid time off
    • Vision insurance

    Schedule:

    • 8 hour shift
    • Day shift

    Ability to Relocate:

    • Mcgregor, MN 55760: Relocate before starting work (Required)

    Work Location: In person

  • 6 Days Ago

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Accounts Payable Representative
  • SSI People
  • Saint Paul, MN CONTRACTOR,FULL_TIME
  • JOB TITLE: ACCOUNTS PAYABLE REPRESENTATIVE: III (SENIOR) LOCATION:ST PAUL, MN (HYBRID TUES & WEDS ARE REQUIRED TO BE ONSITE) DURATION: 6 MONTHS WORK SCHEDULE: * Monday Friday 8am-5pm RESPONSIBILITIES:...
  • 14 Days Ago

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Accounts Payable and Receivable Representative
  • Universal Services Inc.
  • Woodbury, MN FULL_TIME
  • DescriptionUniversal Services is a local, privately owned, and operated construction company that specializes in directional drilling, property restoration, and aerial placement. We have been in busin...
  • 5 Days Ago

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Accounts Payable Sr. Representative
  • Securian Financial
  • Champlin, MN FULL_TIME
  • Overview:We are looking for an organized, improvement oriented accounts payable representative to provide task driven invoice and reporting action within our accounts payable department. This roles re...
  • 1 Month Ago

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Accounts Payable Sr. Representative
  • Securian Financial
  • River, MN FULL_TIME
  • Overview:We are looking for an organized, improvement oriented accounts payable representative to provide task driven invoice and reporting action within our accounts payable department. This roles re...
  • 1 Month Ago

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Accounts Payable Sr. Representative
  • Securian Financial
  • Farmington, MN FULL_TIME
  • Overview:We are looking for an organized, improvement oriented accounts payable representative to provide task driven invoice and reporting action within our accounts payable department. This roles re...
  • 1 Month Ago

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Medical Staffing Sales Rep
  • Mindful Staffing Solutions
  • Milwaukee, WI
  • Job Description Job Description At Mindful Staffing Solutions, we bridge the gap between talent and opportunity in the c...
  • 4/20/2024 12:00:00 AM

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New Accounts Representative
  • National Company
  • Tulsa, OK
  • Job Description Job Description We are seeking a New Account Representative to help our growing office! Hours are Monday...
  • 4/20/2024 12:00:00 AM

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Banking New Accounts
  • BancForce
  • West Hollywood, CA
  • Job Description Job Description Workway BancForce is a premier national staffing firm that places qualified job-seeking ...
  • 4/20/2024 12:00:00 AM

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Retail Sales and Service Associate - Cerritos
  • First Bank
  • Cerritos, CA
  • Banking Specialist III -- Sales Focus This position, Banking Specialist III, may be called by many other names: New Acco...
  • 4/19/2024 12:00:00 AM

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Sales Manager
  • Maria F Alawi State Farm Agency Cor
  • Wayne, NJ
  • Job Description Job Description Job description Our very successful State Farm Insurance Agency is rapidly growing and n...
  • 4/18/2024 12:00:00 AM

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New Account Rep/Customer Service Rep
  • Northwest Iowa Community College
  • New Account Rep/Customer Service Rep * Area Jobs * Posted 1 week ago **Iowa State Bank** **NEW ACCOUNT REP/CUSTOMER SERV...
  • 4/16/2024 12:00:00 AM

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Account Manager (first year approx. $80,000 to $120,000 with Company Car)
  • American Fidelity
  • Champaign, IL
  • Come Join the American Fidelity Educational Services Family We are seeking an Account Manager to market our insurance pr...
  • 4/16/2024 12:00:00 AM

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Account Manager (first year approx. $80,000 to $120,000 with Company Car)
  • American Fidelity
  • Peoria, IL
  • Come Join the American Fidelity Educational Services Family We are seeking an Account Manager to market our insurance pr...
  • 4/16/2024 12:00:00 AM

Minnesota (/ˌmɪnɪˈsoʊtə/ (listen)) is a state in the Upper Midwest and northern regions of the United States. Minnesota was admitted as the 32nd U.S. state on May 11, 1858, created from the eastern half of the Minnesota Territory. The state has a large number of lakes, and is known by the slogan the "Land of 10,000 Lakes". Its official motto is L'Étoile du Nord (French: Star of the North). Minnesota is the 12th largest in area and the 22nd most populous of the U.S. states; nearly 60% of its residents live in the Minneapolis–Saint Paul metropolitan area (known as the "Twin Cities"). This area i...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for New Accounts Representative jobs
$36,977 to $45,726

New Accounts Representative in Canton, OH
New accounts clerks interview people who want to open accounts in financial institutions.
December 28, 2019
New Accounts Representative in Appleton, WI
New accounts representatives work with clients interested in opening accounts with financial institutions, such as banks or credit unions.
December 29, 2019