New Customer Accounts Onboarding Representative III Jobs

The New Customer Accounts Onboarding Representative III 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 III 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 III makes appropriate referra ... ls 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 III has gained proficiency in multiple competencies relevant to the job. Works independently within established procedures associated with the specific job function. Working as a New Customer Accounts Onboarding Representative III typically requires 3-5 years of related experience, or may have 2 years experience with additional training or certification. More
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