New Accounts Representative I
Also referred to as: New Accounts Representative I, Entry Level New Accounts Representative
Requirements and Responsibilities
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's degree. Typically reports to a supervisor or manager. 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.
Job Statistics
Years of Experience Education Level
Company Size Industry
Similar Jobs:  New Accounts Representative II, New Accounts Representative III, Sales Representative I, Collections Representative I, Patient Accounts Representative, Technical Support Representative I, National Accounts Manager, Sales Representative I (Incentive Eligible Only), Communications Representative I
Level of Education:  New Accounts Representative I Salaries with a High School Diploma or Technical Certificate, New Accounts Representative I Salaries with an Associate's Degree, New Accounts Representative I Salaries with a Bachelor's Degree, New Accounts Representative I Salaries with a Master's Degree or MBA, New Accounts Representative I Salaries with a JD, MD, PhD or Equivalent
Categories:  Banking, Entry Level, Financial Services
Industries:  Aerospace & Defense, Biotechnology, Business Services, Chemicals, Construction, Edu., Gov't. & Nonprofit, Energy & Utilities, Financial Services, Healthcare, Hospitality & Leisure, Insurance, Internet, Media, MFG Durable, MFG Nondurable, Pharmaceuticals, Retail & Wholesale, Software & Networking, Telecom, Transportation,
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