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New Accounts Representative
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$42k-54k (estimate)
Full Time 1 Week Ago
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Axelon Services Corporation is Hiring a New Accounts Representative Near Islandia, NY

Job Title: New Accounts Representative (Hybrid/ 4 days onsite)
Location: Islandia, NY
Shift: Mon - Fri, 8 AM to 5 PM
Pay: 21.19/hr

Job Overview:
  • The Banking Ops Specialist II supports routine day-to-day operations of consumer and commercial banking.
  • Under moderate supervision, this job performs administrative/transactional banking tasks such as assisting with service transactions, supporting multi-channel inbound referrals, verifying daily proofs and processing payments that sometimes require interpretation or deviation from standard procedures.
  • Responsible for opening, funding, and performing maintenance for new accounts.
  • Sign into systems, check email (throughout day), review workflow for daily assignments, review all operating systems, team huddles, begin daily tasks based on assigned workflow.
  • Communicate daily via email, IM, Skype and on phone.
  • Opening complex accounts in the EARs system
Key Responsibilities and Duties:
  • Answers service and referral calls and responds to customer questions and assists with service transactions.
  • Verifies that daily proofs and reconciliations are compliant with corporate accounting and control policies.
  • Validates accuracy of payments, tickets and online entries.
  • Provides solutions to customer, branch or bank inquiries and escalates issues as necessary.
  • Considers multiple resources and records when investigating customer inquiries.
  • Enters transactions into CRT/PC and balances general ledger accounts.
  • Ensures work is properly safeguarded and controlled in accordance with banking policies and procedures.
  • Assists with subject matter expert project as requested.
Required Skills:
  1. New Account experience working in Branch
  2. Excellent communication and interpersonal skills
  3. Attention to detail
Nice-To-Haves:
  1. Ability to work independently and with a team
  2. Fast learner
  3. Time Management - Ability to prioritize tasks
Education/Experience:
  • Minimum High School Diploma
  • Two (2) years branch experience
  • Branch (banking) experience. Understand the account opening process.
  • Know how to open and fund accounts: such as checking, savings, money market and CDs.

Job Summary

JOB TYPE

Full Time

SALARY

$42k-54k (estimate)

POST DATE

06/10/2024

EXPIRATION DATE

06/23/2024

WEBSITE

axelon.com

HEADQUARTERS

New York, NY

SIZE

500 - 1,000

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The following is the career advancement route for New Accounts Representative positions, which can be used as a reference in future career path planning. As a New Accounts Representative, it can be promoted into senior positions as a New Accounts Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary New Accounts Representative. You can explore the career advancement for a New Accounts Representative below and select your interested title to get hiring information.