New Accounts Representative jobs in New Mexico
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)
Recently Added New Accounts Representative jobs
Accounts Payable & PCARD Specialist
- Central New Mexico Community College
-
Albuquerque, NM
FULL_TIME
-
Compensation:$18.21-$21.86Compensation Type:HourlyEmployment Type:RegularGrade:NE07Position SummaryThe Accounts Payable/PCard Specialist performs various accounting duties, which includes ensuring accurate and timely processing of obligations and expenditures. The successful candidate will prepare and processes accounts payable and ensure timely payments while providing high quality customer service to college faculty, staff, students and vendors.Duties & Responsibilities
- Automated document review requiring an emphasis on analysis to increase the efficiency and effectiveness of Disbursement Processing service levels.
- Accurately manages a portfolio of vendors using computer-based systems, including vendor invoices (direct pays and regular POs), employee and student reimbursements, corporate card and p-card transactions, and maintenance of vendor records. Works with the provider bank data management system to ensure that relevant vendor data is consistent between systems.
- Reviews and processes invoices, credit memos, expenses reports, financial obligation forms for appropriate approvals, accounting codes, vendor information, and appropriate documentation.
- Processes various types of payments including A/P checks, ACH, and credit card and student refunds.
- Requests tax documents (W9s or W8-BENs) when appropriate.
- Ensures compliance with policies and procedures, proper coding, timeliness of payments, and proper approvals.
- Assists in the month-end, fiscal year-end close and audit process.
- Manages workflow including incoming and outgoing mail and email.
- Runs reports including but not limited to Bank up loads, balance reports and PCard upload.
- Researches and responds to all accounts payable inquiries and correspondence in a prompt and courteous manner.
- Assists in the management of the PCard programs including audit of monthly statement submissions. Conducts regular audits of PCard transactions initiated by end users to determine level of departmental adherence to established CNM policy and procedural requirements.
- Researches PCard transactional violations to determine nature of infraction and possible mitigating circumstances; notes and reports violations and follows up with cardholders as appropriate.
- Processes fraudulent or disputed transactions to credit card accounts not limited to MasterCard and Visa.
- Assist in annual 1099 and 1042 reporting.
- Performs other related duties as assigned.
Minimum Qualifications:- Associates degree in a related field and two (2) years of office experience related to processing financial transactions, entering and verifying data, and providing customer service.
Best Consideration Date: 04/05/2024Department: Business OfficeEEO STATEMENT:As an EEO employer, Central New Mexico Community College will not discriminate in our employment practices based on an applicant’s race, ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, serious medical condition or status as a protected veteran or spousal affiliation. Central New Mexico Community College hires only U.S. citizens and individuals lawfully authorized to work in the U.S. - 30 Days Ago
Accounts Payable: Accountant 2 - req# 28624
- University of New Mexico
-
Albuquerque, NM
FULL_TIME
- Accountant 2Requisition IDreq28624Working TitleAccounts Payable: Accountant 2Position Grade12Position SummaryThe University of New Mexico, Office of the University Controller, also known as Financial ...
- 2 Days Ago
Accounts Payable: Coord,Procurement Card Svcs
- University of New Mexico
-
Albuquerque, NM
FULL_TIME
- Coord,Procurement Card Svcs Requisition ID req29133 Working Title Accounts Payable: Coord,Procurement Card Svcs Position Grade 10 Position Summary The University of New Mexico, Office of the Universit...
- 11 Days Ago
Accounts Receivable Representative *Remote
- Providence
-
, NM
OTHER
- DescriptionAccounts Receivable Representative - 100% Hybrid. We welcome residents in our footprint states, AK, CA, OR, WA, TX, NM, or MT.In this position you will:Utilize Epic to review and satisfy bi...
- 11 Days Ago
Accounts Payable: Coord,Procurement Card Svcs - req# 29133
- University of New Mexico
-
Albuquerque, NM
FULL_TIME
- Coord,Procurement Card SvcsRequisition IDreq29133Working TitleAccounts Payable: Coord,Procurement Card SvcsPosition Grade10Position SummaryThe University of New Mexico, Office of the University Contro...
- 10 Days Ago
Marketing Representative
- University of New Mexico
-
Albuquerque, NM
FULL_TIME
- Requisition ID req28817 Working Title Marketing Representative Position Grade 11 Position Summary The College of Pharmacy is seeking a resourceful and dynamic individual to fill the role of a Marketin...
- 25 Days Ago
New Accounts Representative jobs at Popular Companies
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...
- 4/24/2024 12:00:00 AM
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...
- 4/23/2024 12:00:00 AM
Branch Client Sales Representative
- First Bank
-
Irvine, CA
- Banking Specialist II This position, Banking Specialist II, may be called by many other names: New Accounts Representati...
- 4/23/2024 12:00:00 AM
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...
- 4/21/2024 12:00:00 AM
Personal Banker
- First Bank
-
Ventura, CA
- Banking Specialist III – Sales Focus This position, Banking Specialist III, may be called by many other names: New Accou...
- 4/21/2024 12:00:00 AM
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
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
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
About New Mexico
New Mexico (Spanish: Nuevo México Spanish pronunciation: [ˈnweβo ˈmexiko] (listen), Navajo: Yootó Hahoodzo pronounced [jòːtxó xɑ̀xʷòːtsò]) is a state in the Southwestern region of the United States of America; its capital and cultural center is Santa Fe, which was founded in 1610 as capital of Nuevo México (itself established as a province of New Spain in 1598), while its largest city is Albuquerque with its accompanying metropolitan area. It is one of the Mountain States and shares the Four Corners region with Utah, Colorado, and Arizona; its other neighboring states are Oklahoma to the north...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for New Accounts Representative jobs
$33,326 to $41,211
Most Popular Cities in New Mexico for New Accounts Representative Jobs
What does a New Accounts Representative do?
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