New Accounts Representative jobs in Missouri

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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Personal Banker/New Accounts Representative - Monday - Friday Only, No Saturdays
  • Triad Bank
  • Frontenac, MO FULL_TIME
  • Triad Bank is a full-service financial institution established in 2005 with a mission to provide a wide range of commercial and personal banking services to closely held businesses, their owners and families. Our relationship-based approach gives our valued clients the comfort of knowing all of their banking needs will be satisfied by a locally owned financial institution that provides creative solutions, exceptional service and a quick turn-around for any financial need.

    Triad Bank is looking to hire a Personal Banker.

    This is a fulltime position, Monday thru Friday 8am to 5pm. No Saturdays!

    Qualifications:

    • 1-2 years of recent banking experience required
    • Must possess excellent customer service skills
    • Present a professional image
    • Knowledge of safe deposit admissions
    • Communicate and cooperate with others (internal and external) to produce needed outcomes and meet goals.
    • Skillful at establishing priorities and channeling efforts productively
    • Demonstrate flexibility, versatility, commitment, and good judgment
    • Ability to be well organized in an environment of diverse responsibilities
    • Operate a personal computer and appropriate software packages


    Primary Job Duties:

    • Understand all Bank Deposit Products
    • Answer incoming phone calls.
    • Assist customers with specific requests, including but not limited to:
      • Stop Payments
      • Online banking - setting up, unlocking, Bill Pay and Message Center requests.
      • Account Questions
      • Transfers
      • Wires
      • Address Changes
      • Check Orders
      • Statements
      • Notary
      • Cashier's checks
      • Debit Cards
    • Opening/Closing accounts:
      • Personal and Business Checking and Money Markets
      • Personal Savings
      • CD's
      • Safe Deposit Boxes
    • Teller, New Account, Loan checkback
    • Scanning documentation for accounts into database
    • Assist officers with requests - including but not limited to: Customer Service and New Accounts
    • Fraud

    Secondary Job Duties:

    • Back up Teller
      • Maintain and balance own teller drawer.
      • Assist with customer needs - cashing checks, deposits, cashier's checks, SDB admissions
    • As needed
      • Night Drop, Bank by Mail
      • Scan Teller Work
      • Assist with Balancing the Vault and ATM
    • Receptionist Duties:
      • Greet Customers
      • Order Supplies
      • Mail:
        • Organize and distribute.
        • Arrange for courier service, as needed.
        • Deliver dropped off paperwork.
        • Keep postage machine balance.
    • In addition, any request deemed necessary by the Lobby Manager to assist with the department.

    We offer a competitive salary as well as a wide range of benefits including but not limited to:

    • 401(k)
    • Disability insurance
    • Flexible spending account
    • Health insurance, PPO and HSA
    • Life insurance
    • Long Term Disability
    • Short Term Disability
    • Tuition Reimbursement
    • Vision insurance
    • Dental Insuraance

    APPLY TODAY!

  • Just Posted

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Personal Banker/New Accounts Representative - Monday - Friday Only, No Saturdays!
  • Triad Bank
  • Frontenac, MO FULL_TIME
  • Triad Bank is a full-service financial institution established in 2005 with a mission to provide a wide range of commercial and personal banking services to closely held businesses, their owners and f...
  • 4 Days Ago

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Join Our Dynamic Team as a Teller/New Accounts Representative!
  • Regional Missouri Bank
  • Brookfield, MO FULL_TIME
  • Teller/New Accounts Representative Opening! About the Role: Do you have a keen interest in financial matters and a talent for customer service? Do you thrive in a dynamic environment where every day b...
  • 19 Days Ago

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Lead Securities Operations Representative - New Accounts Quality Control and BORD
  • Wells Fargo
  • St. Louis, MO FULL_TIME
  • About this role: Wells Fargo is seeking a Lead Securities Operations Representative for the New Accounts Quality Control and BORD team within Wealth & Investment Management. This team supports a high ...
  • 2 Months Ago

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Lead Securities Operations Representative - New Accounts Quality Control and BORD
  • D13 Wells Fargo Clearing Services, LLC
  • F & L Buildings, MO FULL_TIME
  • About this role: Wells Fargo is seeking a Lead Securities Operations Representative for the New Accounts Quality Control and BORD team within Wealth & Investment Management. This team supports a high ...
  • 2 Months Ago

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Lead Securities Operations Representative - New Accounts Quality Control and BORD
  • Wells Fargo
  • SAINT LOUIS, MO FULL_TIME
  • About this role:Wells Fargo is seeking a Lead Securities Operations Representative for the New Accounts Quality Control and BORD team within Wealth & Investment Management.This team supports a high vo...
  • 2 Months Ago

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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

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Retail Banking Specialist
  • BEAL NEVADA SERVICE CORPORATION
  • Paradise Valley, AZ
  • Job Description Job Description Summary: Come join Beal Bank’s thriving retail banking team and bring your passion for g...
  • 4/16/2024 12:00:00 AM

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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...
  • 4/15/2024 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...
  • 4/15/2024 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 ...
  • 4/15/2024 12:00:00 AM

Missouri is landlocked and borders eight different states as does its neighbor, Tennessee. No state in the U.S. touches more than eight. Missouri is bounded by Iowa on the north; by Illinois, Kentucky, and Tennessee across the Mississippi River on the east; on the south by Arkansas; and by Oklahoma, Kansas, and Nebraska (the last across the Missouri River) on the west. Whereas the northern and southern boundaries are straight lines, the Missouri Bootheel protrudes southerly into Arkansas. The two largest rivers are the Mississippi (which defines the eastern boundary of the state) and the Misso...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for New Accounts Representative jobs
$34,446 to $42,597

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