New Accounts Representative jobs in South Carolina

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
  • Aston Carter
  • Fort Mill, SC FULL_TIME
  • Description:

    The Operations Specialist will serve as a subject matter expert on operational policies and procedures involving our Customer Identification Program . The candidate must be capable of assisting with the review, investigation, and solutioning of accounts that have been flagged for review because of our Customer Identification Program. Additional responsibilities may include the assessment and reporting of processing quality and accuracy of assigned processes. The ideal candidate will have strong attention to detail, excellent verbal, and written skills, along with being a team player. The candidate must also possess the ability to research, problem solve, and document conclusions appropriately.

    Essential Functions:

    1. Review and process new account documentation.

    2. General maintenance of accounts as required.

    3. Document quality issues, performance measures, and quality improvements for management review as required.

    4. Provide information to assist in providing feedback to internal and external business partners.

    Additional Skills & Qualifications:

    Qualifications:

    • Minimum Education Required: Bachelor's Degree
    • Minimum Experience Required: 1 Year of Financial Services Experience (Preferred)
    • Licenses/Certifications Required/Preferred: Series 7 (Preferred)
    • Software/Systems Skills Required/Preferred: Microsoft Office Suite required

    About Aston Carter:

    Please Note: Scammers are posing as Aston Carter. We'll never contact you via Gmail, Telegram, or WhatsApp and we'll never solicit money from you.

    At Aston Carter, we’re dedicated to expanding career opportunities for the skilled professionals who power our business. Our success is driven by the talented, motivated people who join our team across a range of positions – from recruiting, sales and delivery to corporate roles. As part of our team, employees have the opportunity for long-term career success, where hard work is rewarded and the potential for growth is limitless.

    Established in 1997, Aston Carter is a leading staffing and consulting firm, providing high-caliber talent and premium services to more than 7,000 companies across North America. Spanning four continents and more than 200 offices, we extend our clients’ capabilities by seeking solvers and delivering solutions to address today’s workforce challenges. For organizations looking for innovative solutions shaped by critical-thinking professionals, visit AstonCarter.com. Aston Carter is a company within Allegis Group, a global leader in talent solutions.

    The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

    If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call 888-237-6835 or email astoncarteraccommodation@astoncarter.com for other accommodation options. However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting. The Recruiter is the sole point of contact for questions about this position.

  • 1 Day Ago

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Accounts Receivable Representative
  • Southern Senior Living
  • Manning, SC FULL_TIME
  • The primary purpose of this position is to organize and maintain all records related to resident medical billing and collections in an effective, efficient, and financially sound manner. Responsible f...
  • 17 Days Ago

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Patient Accounts Representative
  • Hampton Regional Medical Center
  • Varnville, SC FULL_TIME
  • Patient Accounts Representative - Patient Financial Services 2-3 years hospital billing experience required; Knowledge of UB92 billing requirements, i.e. 8371 Meditech and RCM eMedix experience a plus...
  • 21 Days Ago

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Patient Accounts Representative
  • Evolve Business Solutions
  • West Columbia, SC PART_TIME,FULL_TIME
  • Duties: Represent the organization in a positive and professional manner at all times. Maintain the right balance between the circumstances of consumers facing financial difficulties and the requireme...
  • 1 Day Ago

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Customer Accounts Representative (Collections) C0402
  • Aaron's
  • Beaufort, SC FULL_TIME
  • The base pay for this role is $12.25. This position is also eligible for incentive pay based on performance. We are Aaron’s - an industry leader in the sales and lease-to-own retail industry known for...
  • 1 Month Ago

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Accounts Receivable / Customer Service Representative
  • Rainbow International Of Greenville County
  • Greenville, SC FULL_TIME
  • Since 1999 we have been serving the Upstate of South Carolina. If you are self motivated we want you on our team! As Accounts Receivable / Customer Service Representative, you are a key team member su...
  • 2 Months Ago

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FT Teller/New Accounts Representative
  • First Montana Bank
  • Helena, MT
  • Job Description Job Description Salary: Market Competitive Bank Teller/New Accounts Representative – First Montana Bank,...
  • 4/25/2024 12:00:00 AM

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FT Teller/New Accounts Representative
  • First Montana Bank
  • Butte, MT
  • Job Description Job Description Salary: Market Competitive Bank Teller/New Accounts Representative – First Montana Bank,...
  • 4/25/2024 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...
  • 4/25/2024 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...
  • 4/25/2024 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...
  • 4/24/2024 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...
  • 4/23/2024 12:00:00 AM

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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

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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...
  • 4/21/2024 12:00:00 AM

South Carolina (/ˌkærəˈlaɪnə/ (listen)) is a state in the Southeastern United States and the easternmost of the Deep South. It is bordered to the north by North Carolina, to the southeast by the Atlantic Ocean, and to the southwest by Georgia across the Savannah River. South Carolina became the eighth state to ratify the U.S. Constitution on May 23, 1788. South Carolina became the first state to vote in favor of secession from the Union on December 20, 1860. After the American Civil War, it was readmitted into the United States on June 25, 1868. South Carolina is the 40th most extensive and 23...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for New Accounts Representative jobs
$34,121 to $42,195

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