New Customer Accounts Onboarding Representative I Jobs

The New Customer Accounts Onboarding Representative I 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 a New Customer Accounts Onboarding Representative I may complete process to transfer accounts for customers. Provides information and answers questions regarding interest rates, fees, and bank policies. In addition, New Customer Accounts Onboarding Representative I makes appropriate referrals to ... cross-sell a variety of bank services. May require an associate's degree. Typically reports to a supervisor or manager. Being a New Customer Accounts Onboarding Representative I 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
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