What are the responsibilities and job description for the New Accounts Representative- Roseville, CA Branch position at Oak Valley Community Bank?
New Accounts Representative – Roseville Branch
Oak Valley Community Bank
Roseville, CA | Full-Time | Retail Banking Group
Salary Range: $41,000 – $55,000 annually- Non-exempt
Schedule: Monday–Friday
About The Role
Are you ready to take the next step in your banking career? Oak Valley Community Bank is excited to open a new branch in Roseville, CA, and we’re looking for a motivated New Accounts Representative to join our team. This is a great opportunity for current Tellers or New Accounts staff who are passionate about customer service and eager to grow within the organization.
As a New Accounts Representative, you’ll be the face of the bank for new customers, helping them open and manage accounts, cross-sell products, and build lasting relationships. You’ll also perform teller transactions and support the branch team in delivering exceptional service.
What You’ll Do
Oak Valley Community Bank
Roseville, CA | Full-Time | Retail Banking Group
Salary Range: $41,000 – $55,000 annually- Non-exempt
Schedule: Monday–Friday
About The Role
Are you ready to take the next step in your banking career? Oak Valley Community Bank is excited to open a new branch in Roseville, CA, and we’re looking for a motivated New Accounts Representative to join our team. This is a great opportunity for current Tellers or New Accounts staff who are passionate about customer service and eager to grow within the organization.
As a New Accounts Representative, you’ll be the face of the bank for new customers, helping them open and manage accounts, cross-sell products, and build lasting relationships. You’ll also perform teller transactions and support the branch team in delivering exceptional service.
What You’ll Do
- Open, maintain, and close various account types (checking, savings, IRAs, CDs, etc.)
- Interview customers to understand their financial needs and recommend appropriate services
- Cross-sell bank products and services, including safe deposit boxes
- Process check orders, verify customer information, and maintain accurate records
- Perform teller duties including cash handling, deposits, and withdrawals
- Ensure compliance with bank policies and federal regulations (including BSA)
- Provide excellent customer service and follow up on customer inquiries
- Maintain a positive, solutions-oriented attitude and take initiative daily
- High school diploma or GED
- 1 year of experience in banking, or financial operations
- Basic knowledge of banking regulations and compliance
- Intermediate computer and typing skills
- Strong math and cash handling abilities
- Excellent verbal and written communication skills
- Ability to work independently and manage time effectively
- Experience as a Teller or New Accounts Representative
- Familiarity with ChexSystems and online check ordering
- Proven ability to cross-sell financial products
- Knowledge of general office practices and banking software systems
Salary : $41,000 - $55,000