New Accounts Representative jobs in Saint Charles, MO

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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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 volume of Quality Control and BORD (account restriction) maintenance requests and oversight. They support researching and resolving escalations and manual account maintenance on restrictions.


    In this role, you will:

    • Support overall effectiveness of the team according to plans, monitor daily securities, and cash related production work

    • Supervise daily production activities and staff

    • Guide others on complex production improvement efforts and address procedural impacts

    • Provide back-up for all department functions while providing coaching and feedback to staff

    • Prioritize work and provide daily leadership to teams

    • Contribute to solving corporate governance and address compliance issues for the department

    • Lead the implementation of new or revised processes and procedures

    • Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

    • Interact with internal customers

    • Receive direction from leaders and exercise independent judgement while developing the knowledge to understand function, policies, procedures, and compliance requirements

    • Responsible for performing quality control reviews

    • Oversees the account restrictions add and removal process (high risk process)

    • Will identify trends and report on metrics to support the team's work.


    Required Qualifications:

    • 6 years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education


    Desired Qualifications:

    • Strong attention to detail and accuracy skills

    • Microsoft Office skills

    • Ability to navigate multiple computer systems, applications, and utilize search tools to find information

    • Excellent verbal, written, and interpersonal communication skills

    • Effective organizational, multi-tasking, and prioritizing skills

    • Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment

    • Solid problem-solving skills

    • Ability to process complex transactions and perform extensive research to resolve complex customer issues

    • Ability to read, analyze and interpret documents/reports

    • Microsoft Excel spreadsheets experience importing, exporting, and manipulating data

    • Knowledge and understanding of Beta

    • Ability to track and monitor project progress, identify project and process gaps, recommend controls

    • and communicate progress to business leaders

    • Ability to communicate effectively with business partners and project managers

    • Knowledge and understanding of process flow or procedure writing

    • Ability to assess current processes/procedures and make recommendations for efficiency

    • Leadership experience including: coaching, training, and mentoring

    • Must be able to perform under minimal supervision with some degree of independence combined with a strong emphasis on teamwork

    • FINRA registration including Series 99 (or FINRA recognized equivalents)

    Job Expectations

    • Ability to work additional hours as needed

    • Ability to be flexible with working hours

    Posting Locations:

    • 2801 Market St, St. Louis, MO

    • 1525 W WT Harris Blvd, Charlotte, NC

    Pay Range:

    • $23.13 - $41.11 hourly

    Posting End Date: 

    27 Feb 2024

    *Job posting may come down early due to volume of applicants.

    We Value Diversity

    At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

    Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

    Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

    Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

    Applicants with Disabilities

    To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

    Drug and Alcohol Policy

     

    Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.


  • 1 Month Ago

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Sales Representative
  • TruGreen - Sales Representative
  • Saint Louis, MO FULL_TIME
  • TruGreen is Hiring Territory Sales Representatives!At TruGreen, we are committed to our customers, our teams, our values, and the science of lawn care. A career with TruGreen is a career full of new o...
  • 3 Days Ago

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Patient Accounts Representative
  • St. Louis Behavioral Medicine Institute
  • St. Louis, MO FULL_TIME
  • Responsibilities: St Louis Behavioral Medicine Institute is seeking a Patient Accounts Representative to join our Billing Team. Our office is located off of Highway 40 in the vicinity of the St. Louis...
  • 18 Days Ago

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Patient Accounts Representative
  • Gateway Medical Solutions
  • Sullivan, MO FULL_TIME
  • Due to our exponential growth, we are ready to hire a new Patient Accounts Representative. Job Duties: Add patient appointments to the scheduler. Review patient accounts and notify offices of balances...
  • 20 Days Ago

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Accounts Receivable Representative
  • Hawthorn Physician Services
  • St. Louis, MO FULL_TIME
  • Key Results Area: A/R Representative handles large volumes of incoming mail for follow up work attempting to get denied claims paid. This is accomplished by researching into why claims are being denie...
  • Just Posted

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Group Accounts Representative
  • Delta Dental of Missouri
  • St. Louis, MO FULL_TIME
  • Delta Dental of Missouri is seeking a Group Accounts Representative in St. Louis, Missouri. The Group Accounts Representative establishes and maintains accurate and timely group set up and eligibility...
  • 1 Day Ago

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0 New Accounts Representative jobs found in Saint Charles, MO area

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Route Sales Professional Vacation Relief
  • The Judge Group
  • Maryland Heights, MO
  • Route Sales Professional Vacation Reliefreq38352Employment Type: RegularLocation: MARYLAND HEIGHTS,MOHave you ever enjoy...
  • 3/28/2024 12:00:00 AM

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Sales Representative - First Aid & Safety
  • Cintas
  • Hazelwood, MO
  • Requisition Number: 166179 Job Description Cintas is seeking a Sales Representative - First Aid & Safety to focus on new...
  • 3/28/2024 12:00:00 AM

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PT Sales Associate
  • LOVESAC COMPANY
  • Saint Peters, MO
  • Job Details Job Location Best Buy Mid Rivers Mall - Saint Peters, MO Position Type Part Time Education Level High School...
  • 3/27/2024 12:00:00 AM

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FT Sales Associate
  • LOVESAC COMPANY
  • Saint Peters, MO
  • Job Details Job Location Best Buy Mid Rivers Mall - Saint Peters, MO Position Type Full Time Education Level High School...
  • 3/27/2024 12:00:00 AM

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PT Sales Associate
  • Lovesac
  • Saint Peters, MO
  • We LOVE that you are interested in learning more about this role and what makes Lovesac unique! WHO we are? Here at Love...
  • 3/27/2024 12:00:00 AM

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Account Manager
  • GFI Digital
  • Maryland Heights, MO
  • GFI Digital, Inc. is currently searching for outside Sales Representative candidates to add to our award-winning sales t...
  • 3/26/2024 12:00:00 AM

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Account Executive
  • Lushin and Associates
  • Saint Charles, MO
  • Job Description Job Description Lushin Inc. is looking for more than a great sales professional. For over twenty five ye...
  • 3/24/2024 12:00:00 AM

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Account Executive
  • Lushin and Associates
  • Maryland Heights, MO
  • Job Description Job Description Lushin Inc. is looking for more than a great sales professional. For over twenty five ye...
  • 3/24/2024 12:00:00 AM

Saint Charles is a city in, and the county seat of, St. Charles County, Missouri, United States. The population was 65,794 at the 2010 census, making St. Charles the ninth-largest city in Missouri. Situated on the Missouri River, it is a northwestern suburb of St. Louis. Founded circa 1769 as Les Petites Côtes, or "The Little Hills" in French, by Louis Blanchette, a French-Canadian fur trader, when the area was nominally ruled by Spain following the Seven Years' War, St. Charles is the third-oldest city in Missouri. For a time, it played a significant role in the United States' westward expan...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for New Accounts Representative jobs
$35,412 to $43,789
Saint Charles, Missouri area prices
were up 0.7% from a year ago

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