6 Jobs in Napa, CA
Nelson Connects is Hiring a New Account Representative Near Napa, CA
As a New Accounts/CSR III, you'll be the go-to expert in opening new consumer and basic business accounts. Your role involves processing all new account transactions, guiding clients in selecting the right accounts and financial services, and actively promoting the Bank's products and services. You'll also handle account maintenance and closures, perform essential branch clerical tasks, and foster positive client relationships by referring them to appropriate staff and partners for additional services.
Essential Duties:
- Conduct thorough customer interviews to understand their needs and recommend suitable banking products and services.
- Proactively seize sales opportunities by cross-selling bank products and services to both new and existing customers, ensuring alignment with their financial goals.
- Contribute to generating new business to support bank profitability and branch objectives.
- Collaborate effectively with other bank departments to identify sales prospects and deliver exceptional customer experiences.
- Assist in the opening and maintenance of various consumer and business accounts, including checking, savings, CDs, IRAs, and Trust & Estate Accounts.
- Stay updated on bank products, services, and relevant New Account laws and procedures.
- Ensure accurate documentation approval and upload in the core banking system.
- Process teller transactions as required while maintaining excellent balancing records.
-Compile and process various reports as assigned, such as currency transactions, returned items, overdrafts, and callbacks.
Qualifications:
- Previous experience in a similar banking role preferred.
- Strong knowledge of banking products, services, and regulations.
- Excellent communication and interpersonal skills.
- Proficiency in Microsoft Office applications and banking software.
- Detail-oriented with a commitment to accuracy.
- High school diploma or equivalent required; additional education or certifications in banking or finance
Location: Napa, Ca onsite daily
Compensation: $20.00-$28.60
Job Summary
Full Time
$42k-54k (estimate)
06/06/2024
07/03/2024
The job skills required for New Account Representative include Products and Services, Financial Services, Microsoft Office, etc. Having related job skills and expertise will give you an advantage when applying to be a New Account Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by New Account Representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for New Account Representative positions, which can be used as a reference in future career path planning. As a New Account 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 Account Representative. You can explore the career advancement for a New Account Representative below and select your interested title to get hiring information.
If you are interested in becoming an Account Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Account Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Account Representative job description and responsibilities
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
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Build an optimized Account Representative resume quickly and easily using these skills.
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Step 3: View the best colleges and universities for Account Representative.
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