Unknown Company

New Accounts Representative

brea, ca • Posted 1 weeks ago
Onsite Full Time General

New Accounts RepresentativeOur client, a leading financial institution, is seeking a New Accounts Representative to join their team. As an New Accounts Representative, you will be part of the Operations Department supporting various team functions. The ideal candidate will have strong analytical skills, attention to detail, and excellent communication abilities that will align successfully in the organization.Location: Brea, CAPay Range: $30What's the Job?Process a variety of new accounts including checking, IRA, and CD accounts for customers.Collect and verify required customer information, complete account setup, and input data accurately.Assist with daily audit certifications and support account changes or supersedes.Respond to customer inquiries regarding interest rates, fees, and bank policies.Support cross-selling of bank services and ensure compliance with all banking regulations and policies.What's Needed?Associates Degree in Business or equivalent experience.Minimum of 3 years of experience in new accounts processing or related financial services.Knowledge of banking compliance regulations and operational policies.Proficiency with computer systems, account opening software, and Microsoft Office tools.Strong organizational, communication, and problem-solving skills.What's in it for me?Opportunity to work in a dynamic and supportive environment.Chance to develop your skills within a reputable financial organization.Engage in meaningful work that impacts customer satisfaction and operational efficiency.Work with a diverse and inclusive team committed to your growth.Potential for career advancement within the organization.Upon completion of waiting period, consultants are eligible for:Medical and Prescription Drug PlansDental PlanVision PlanHealth Savings AccountHealth Flexible Spending AccountDependent Care Flexible Spending AccountSupplemental Life InsuranceShort Term and Long Term Disability InsuranceBusiness Travel Insurance401(k), Plus MatchWeekly Pay

New Accounts Representative in brea at Unknown Company

This position is listed as full time and onsite.

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