New Accounts Representative/teller

Overview

We are seeking a dynamic and motivated New Accounts Representative/Teller to join our financial services team. In this role, you will be the first point of contact for new clients, guiding them through the account setup process and ensuring a seamless onboarding experience. Your energetic approach and relationship management skills will help foster trust and confidence with our customers, setting the foundation for long-term partnerships. This position offers an exciting opportunity to develop your expertise in banking products, financial compliance, and customer service while contributing to the growth of our organization.

Responsibilities

• Engage with prospective clients to understand their financial needs and introduce suitable banking products and services
• Process new account applications accurately using banking software and ensure all documentation complies with industry regulations
• Verify customer identities, perform fraud prevention checks, and detect potential suspicious activity during onboarding
• Assist customers with cash handling, cash drawer management, and processing cash transactions efficiently and securely

Qualifications

• Experience in customer relationship management within financial services or banking environments
• Excellent communication skills with the ability to explain financial concepts clearly and professionally
• Familiarity with industry knowledge of financial compliance, fraud prevention techniques, and regulatory standards
• Ability to handle cash drawer operations, processing cash transactions accurately while maintaining security standards
• Experience in relationship management skills with a focus on delivering exceptional customer service
• Technical proficiency in Fiserv software platforms and financial software tools

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person