New Accounts Representative jobs in Round Rock, TX

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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Accounts Examiner III (00040267)
  • Texas Comptroller of Public Accounts
  • Austin, TX FULL_TIME
  • Applications must be filed at

    https://capps.taleo.net/careersection/304/jobdetail.ftl?job=00040267&tz=GMT-05:00

    About the Comptroller’s Office

    Innovation, collaboration, and a commitment to excellence best describes the culture here at the Comptroller’s Office. We take pride in the work we do serving as Texas' accountant, tax collector, treasurer, and much more!

    Culture

    Our agency workforce is as diverse as the people of Texas we serve. We value our employees and take very seriously our collective commitment to public service. Personal development opportunities are strongly encouraged through available workshops, teambuilding exercises, and on the job training. We offer flexible scheduling that helps employees maintain a healthy work-life balance.

    If you are seeking to gain knowledge, build your career, and network among goal-oriented professionals, this is the place for you!

    Click here to see an inside look at the Texas Comptroller’s office and click here to see a video from the Revenue Processing Division!

    General description

    The Comptroller’s office is seeking an Accounts Examiner in the Revenue Processing Division. The work involves accounts examination, research, analyzes and editing of work in an extremely busy, highly repetitive production environment. The candidate will learn new concepts quickly and apply knowledge appropriately in highly active environment and changing circumstances.

    Qualifications

    Minimum Experience:

    · Graduation from an accredited high school or GED.

    · Four years’ experience in a fast-paced, high-volume production, customer service, scanning, or similarly related work environment.

    · Experience using Microsoft Outlook, Excel, Word, Internet, or other Windows applications.

    Preferred Experience:

    · Revenue Administration experience.

    · Experience preparing documents for scanning or imaging and/or working in an office setting as clerical or administrative support staff.

    · Experience serving as a section Subject Matter Expert (SME) and/or lead facilitating or resolving issues.

    Substitution of Education for Work Experience:

    One year (30 semester hours) of education from an accredited college or university may substitute for one year of work experience up to a maximum of 4 years.

    In this role you will:

    • Analyze returns and prepare remittances submitted by taxpayers, shareholders, and other divisions; utilizes knowledge of but not limited to, tax returns/payments (for over 60 tax/fee types), entry/mainframe systems, and other divisions’ tasks/needs to prioritize work and select batches.
    • Analyze and determine invalid tax returns/payments for routing to internal customers.

    Routing/Completing Assignments:

    • Conduct research, and enter taxpayer information on Check Tracking System (or manual form) to document the transfers of payments/documents to other divisions.
    • May respond to taxpayers’ requests for Certificate of Account Standing (COAS): reviews taxpayer account information to determine eligibility to terminate/reinstate their Franchise account and provides COAS to eligible taxpayers or forwards request to Account Maintenance take appropriate.

    Additional Tasks:

    • Performs supplementary work as assigned including but not limited to assisting the division with further processing of taxpayers’/stakeholders’ documents and payments pipeline such as: extracting, sorting, prepping, and routing tax/shareholder documents and remittances, preparing taxes/fees returns/payment forms, scanning of taxpayers’/stakeholders’ documents and remittances, performing repetitive keying/entry of information from paper and electronic tax documents and remittances using a personal computer, utilizing software applications to communicate, inquire, and process taxpayers’/stakeholders’ payments, returns and other documentation to expedite the processing of electronic tax documents, fees and payments, preparing deposits for Treasury, destructing paper tax documents and payments, conducting research to analyze taxpayer documents utilizing the Document and Page Locator Numbers (D/PLNs), and obtaining a working knowledge of division policies/procedures, and agency handbook guidelines.

    Other:

    • May respond to internal/external stakeholders’ inquiries about scanning of taxpayer documents, and addresses concerns; provides guidance concerning department operations, regulations, and responsibilities.

    Job Type: Full-time

    Pay: $4,350.00 - $5,050.00 per month

    Benefits:

    • 401(k)
    • Dental insurance
    • Employee assistance program
    • Flexible schedule
    • Flexible spending account
    • Health insurance
    • Life insurance
    • Paid time off
    • Retirement plan
    • Vision insurance

    Schedule:

    • 8 hour shift
    • Monday to Friday

    Ability to Relocate:

    • Austin, TX 78701: Relocate before starting work (Required)

    Work Location: In person

  • 1 Month Ago

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New Accounts Specialist II
  • Cornerstone Capital Bank
  • Bastrop, TX FULL_TIME
  • We are searching for a full-time New Accounts Specialist II to join our team! You’ll be on the front end of working for an innovative community bank with commercial lending, a mortgage lending leader,...
  • 7 Days Ago

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New Accounts Specialist II
  • Cornerstone Capital Bank, SSB
  • Bastrop, TX FULL_TIME
  • We are searching for a full-time New Accounts Specialist II to join our team! You’ll be on the front end of working for an innovative community bank with commercial lending, a mortgage lending leader,...
  • 7 Days Ago

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Comptroller - Commercial Appraiser - Northeast Texas District
  • COMPTROLLER OF PUBLIC ACCOUNTS
  • Austin, TX FULL_TIME
  • Comptroller - Commercial Appraiser - Northeast Texas District (00040701) Organization: COMPTROLLER OF PUBLIC ACCOUNTS Primary Location: Texas-Austin Work Locations: Lyndon B Johnson Building (304-0000...
  • 19 Days Ago

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Legal Assistant II or III
  • Texas Comptroller of Public Accounts
  • Austin, TX FULL_TIME
  • Legal Assistant II or III (00037335) Organization: TEXAS COMMISSION ON LAW ENFORCEMENT Primary Location: Texas-Austin Work Locations: Texas Comm on Law Enforcement 6330 E HWY 290 STE 200 Austin 78723 ...
  • 20 Days Ago

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Comptroller - CAPPS HR/Payroll Agency Services Analyst (Payroll)
  • COMPTROLLER OF PUBLIC ACCOUNTS
  • Austin, TX FULL_TIME
  • Comptroller - CAPPS HR/Payroll Agency Services Analyst (Payroll) (00040538) Organization: COMPTROLLER OF PUBLIC ACCOUNTS Primary Location: Texas-Austin Work Locations: Lyndon B Johnson Building (304-0...
  • 22 Days Ago

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0 New Accounts Representative jobs found in Round Rock, TX area

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Sales Development Representative
  • LOOP1 LLC
  • Cedar Park, TX
  • Job Description Job Description JOB SUMMARY The Sales Development Representative's focus is on generating leads to find ...
  • 3/28/2024 12:00:00 AM

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Loan Specialist - Sales - Austin, TX
  • AUTOPAY
  • Austin, TX
  • THIS POSITION IS BASED IN AUSTIN, TEXAS AND IS ONSITE - ONLY APPLICANTS WITHIN 60 MILES OF THE OFFICE WILL BE CONSIDERED...
  • 3/28/2024 12:00:00 AM

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Inside Sales Representative 3 (SB S&P Coach)
  • Dell Inc.
  • Round Rock, TX
  • Round Rock, Texas **Inside Sales Representative 3 (SB S&P Coach)** Remote - Texas, United States **Inside Sales Represen...
  • 3/28/2024 12:00:00 AM

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Sales Manager
  • TECO-Westinghouse
  • Round Rock, TX
  • SUMMARY Manages sales activities of domestic sales. Position leads sales team focused on OEMs, Distributors or National ...
  • 3/27/2024 12:00:00 AM

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Dell Partner Software - Inside Sales Manager
  • Dell Inc.
  • Round Rock, TX
  • Nashville, Tennessee **Dell Partner Software - Inside Sales Manager** Remote - Oklahoma, United States; Remote - Tenness...
  • 3/27/2024 12:00:00 AM

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Sales Manager
  • TECO Westinghouse
  • Round Rock, TX
  • SUMMARY Manages sales activities of domestic sales. Position leads sales team focused on OEMs, Distributors or National ...
  • 3/26/2024 12:00:00 AM

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Area Sales Manager
  • PGT Innovations
  • Austin, TX
  • Summary: The Area Sales Manager role is to expand our customer base and achieve sales quotas for specific regions of our...
  • 3/26/2024 12:00:00 AM

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Inside Sales Representative
  • United States Gold Bureau
  • Leander, TX
  • Job Description Job Description The U.S. Gold Bureau was founded under the premise of bringing trust and integrity to al...
  • 3/26/2024 12:00:00 AM

Round Rock is a city in the U.S. state of Texas, in Williamson County (with a small part in Travis), which is a part of the Greater Austin, Texas metropolitan area. The population was 99,887 at the 2010 census. The city straddles both sides of the Balcones Escarpment, a fault line in which the areas roughly east of Interstate 35 are flat and characterized by having black, fertile soils of the Blackland Prairie, and the west side of the Escarpment which consists mostly of hilly, karst-like terrain with little topsoil and higher elevations and which is part of the Texas Hill Country. Located abo...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for New Accounts Representative jobs
$35,430 to $43,812
Round Rock, Texas area prices
were up 1.2% from a year ago

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