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. Provides information and answers questions regarding interest rates, fees, and bank policies. May complete process to transfer accounts for customers. Makes appropriate referrals to cross-sell a variety of bank services. May require an associate degree. Typically reports to a supervisor or manager. Works independently within established procedures associa ...ted with the specific job function. Has gained proficiency in multiple competencies relevant to the job. Typically requires 3-5 years of related experience.More Show Less
Create an Alert for New Accounts Representative III Jobs
Create a Job Alert
Get notified when new New Accounts Representative III jobs are posted
