What does an Entry New Accounts Representative Do?
The Entry New Accounts Representative collects required information from new account customers and completes account set up process including data input, verifying references, and documentation. Opens a variety of new accounts for customers including checking, IRA, CD and others. Being an Entry New Accounts Representative may complete process to transfer accounts for customers. Provides information and answers questions regarding interest rates, fees, and bank policies. In addition, Entry New Accounts Representative makes appropriate referrals to cross-sell a variety of bank services. May requ ...ire an associate's degree. Typically reports to a supervisor or manager. Being an Entry 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.More Show Less
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