New Accounts Representative jobs in Oklahoma

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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New Accounts Representative - Teller
  • First National Bank of Fort Smith
  • Sallisaw, OK FULL_TIME
  • Position Title

    New Accounts Representative - Teller

    Job Description

    POSITION SUMMARY
    Responsible for marketing and opening new accounts, providing excellent customer service and handling customer issues.

    Assists customers with bank transactions in accordance with approved policies and procedures, balance transactions daily and provide excellent customer service.

    ESSENTIAL FUNCTIONS

    Reasonable Accommodations Statement
    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

    Essential Functions Statement(s) •
    Open checking accounts, savings accounts, certificates of deposits, savings bonds and IRAs. Compile information about new accounts, enter account information into computers, and file related forms or other documents. •

    Perform teller duties as required. •

    Process wire transfers of funds requests. •

    Perform foreign currency transactions and sell traveler's checks. •

    Order checks and deposit tickets for customers. •

    Answer customers' questions, explain and recommend bank products and services based on customers needs. •

    Respond to and follow-up with customer inquiries, complaints, and problems. •

    Handle opening, closing, and maintenance of safe deposit boxes. •

    Arrive at work promptly as scheduled, following written security procedures. •

    Provide assistance to customers in lobby, drive-through, and over the telephone. •

    Work closely with support personnel in researching customer requests. •

    Adhere to written bank policies and procedures as directed. •

    Maintain good punctuality and attendance to work. •

    Provide excellent customer service.



    POSITION QUALIFICATIONS
    Competency Statement(s) •
    Accuracy - Ability to perform work accurately and thoroughly.
    •
    Active Listening - Ability to actively attend to, convey, and understand the comments and questions of others.
    •
    Communication, Oral - Ability to communicate effectively with others using the spoken word.
    •
    Detail Oriented - Ability to pay attention to the minute details of a project or task.
    •
    Ethical - Ability to demonstrate conduct conforming to a set of values and accepted standards.
    •
    Organized - Possessing the trait of being organized or following a systematic method of performing a task.
    •
    Presentation Skills - Ability to effectively present information publicly.
    •
    Customer Oriented - Ability to take care of the customers’ needs while following company procedures.
    •
    Honesty / Integrity - Ability to be truthful and be seen as credible in the workplace.
    •
    Working Under Pressure - Ability to complete assigned tasks under stressful situations.
    •
    Communication, Written - Ability to communicate in writing clearly and concisely.
    •
    Autonomy - Ability to work independently with minimal supervision.


    SKILLS & ABILITIES
    Education : High School Graduate or General Education Degree (GED)


    Experience : One to two years related experience

    Computer Skills
    Computer Teller System New Accounts System

    Certificates & Licenses



    Other Requirements
    Ability to use 10-key calculator. Ability to operate copier, fax, currency counter, currency dispenser, ATM, telephone and scanner.


    PHYSICAL DEMANDS
    Physical Demands
    Stand F (Frequently)
    Walk F (Frequently)
    Sit C (Constantly)
    Handling / Fingering C (Constantly)
    Reach Outward O (Occasionally)
    Reach Above Shoulder O (Occasionally)
    Climb N (Not Applicable)
    Crawl N (Not Applicable)
    Squat or Kneel F (Frequently)
    Bend F (Frequently)

    Lift/Carry
    10 lbs or less F (Frequently)
    11-20 lbs O (Occasionally)
    21-50 lbs O (Occasionally)
    51-100 lbs N (Not Applicable)
    Over 100 lbs N (Not Applicable)
    Push/Pull
    12 lbs or less O (Occasionally)
    13-25 lbs O (Occasionally)
    26-40 lbs O (Occasionally)
    41-100 lbs O (Occasionally)




    N (Not Applicable) Activity is not applicable to this occupation.
    O (Occasionally) Occupation requires this activity up to 33% of the time (0 - 2.5 hrs/day)
    F (Frequently) Occupation requires this activity from 33% - 66% of the time (2.5 - 5.5 hrs/day)
    C (Constantly) Occupation requires this activity more than 66% of the time (5.5 hrs/day)

    Other Physical Requirements
    Vision (Near, Distance, Peripheral)
    Sense of Sound (Ability to hear customers)





    Basic Qualifications

    Ability to operate a 10-key calculator required;
    High school diploma or equivalent required;
    At least one (1) year related experience.

  • 1 Month Ago

S
Sales Representative
  • Sales Representative
  • Broken Arrow, OK FULL_TIME
  • NOW HIRING SALES REPRESENTATIVES No Previous Experience Required Ferguson Superstore is currently looking for several Automotive Sales Consultants to join our rapidly growing dealership. We are lookin...
  • 8 Days Ago

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Administrative Assistant/Accounts Receivable
  • SERVPRO of New Kent / Williamsburg / Northern Neck
  • Yukon, OK FULL_TIME
  • SERVPRO of West Oklahoma City - 11299 is hiring an Administrative Assistant! Benefits SERVPRO of West Oklahoma City - 11299 offers: Competitive compensation Superior benefits Career progression Profes...
  • 9 Days Ago

C
Comptroller - Tax Auditor I - III Tulsa Audit Office
  • COMPTROLLER OF PUBLIC ACCOUNTS
  • Tulsa, OK FULL_TIME
  • Comptroller - Tax Auditor I - III Tulsa Audit Office (00040193) Organization: COMPTROLLER OF PUBLIC ACCOUNTS Primary Location: Oklahoma-Tulsa Work Locations: Tulsa Audit 1323 E. 71st Street Suite 103 ...
  • 1 Month Ago

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Patient Accounts Representative
  • Remedi SeniorCare Pharmacy
  • Oklahoma, OK FULL_TIME
  • Overview Remedi SeniorCare is currently looking for enthusiastic, motivated and talented individual to join its Patient Accounts team. The Patient Accounts Representative is primarily responsible for ...
  • 3 Days Ago

M
Medical Accounts Receiveables Representative
  • Medusind Inc.
  • Oklahoma, OK FULL_TIME
  • Company Description At Medusind we take immense pride in offering superior, cost-effective solutions covering the whole spectrum of tasks and processes to the healthcare industry. A significant factor...
  • 7 Days Ago

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New Account Representative
  • Royal Business Bank
  • Chicago, IL
  • JOB SUMMARY Under general supervision and following established policies and procedures, provides new account services a...
  • 3/28/2024 12:00:00 AM

M
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...
  • 3/28/2024 12:00:00 AM

N
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...
  • 3/27/2024 12:00:00 AM

A
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...
  • 3/26/2024 12:00:00 AM

A
Account Manager (First year- $80,000-$120,000 with Company Car) Effingham, IL Area
  • American Fidelity
  • Effingham, IL
  • Come Join the American Fidelity Educational Services Family We are seeking an Account Manager to market our insurance pr...
  • 3/26/2024 12:00:00 AM

A
Account Manager
  • American Fidelity
  • Quincy, IL
  • Come Join the American Fidelity Educational Services Family We are seeking an Account Manager to market our insurance pr...
  • 3/26/2024 12:00:00 AM

A
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...
  • 3/26/2024 12:00:00 AM

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Senior Sales Manager-Key Accounts
  • ECHO
  • Lake Zurich, IL
  • ECHO Incorporated is an industry leader in developing and manufacturing high-performance, professional-grade, handheld o...
  • 3/26/2024 12:00:00 AM

Oklahoma is the 20th-largest state in the United States, covering an area of 69,899 square miles (181,040 km2), with 68,595 square miles (177,660 km2) of land and 1,304 square miles (3,380 km2) of water. It lies partly in the Great Plains near the geographical center of the 48 contiguous states. It is bounded on the east by Arkansas and Missouri, on the north by Kansas, on the northwest by Colorado, on the far west by New Mexico, and on the south and near-west by Texas. Much of its border with Texas lies along the Southern Oklahoma Aulacogen, a failed continental rift. The geologic figure defi...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for New Accounts Representative jobs
$33,436 to $41,345

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