New Accounts Representative II
Also referred to as: Intermediate Level New Accounts Representative, New Accounts Representative II
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. Gaining or has attained full proficiency in a specific area of discipline. Works under moderate supervision. Typically requires 1-3 years of related experience or may have 0 years of experience plus an associates degree, or additional training, or certification.
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Job Statistics
Years of Experience Education Level
Company Size Industry
Similar Jobs:  New Accounts Representative I, New Accounts Representative III, Sales Representative II, Collections Representative II, Patient Accounts Representative, Accounts Receivable Supervisor, Accounts Payable Supervisor, Technical Support Representative II, National Accounts Manager
Level of Education:  New Accounts Representative II Salaries with a High School Diploma or Technical Certificate, New Accounts Representative II Salaries with an Associate's Degree, New Accounts Representative II Salaries with a Bachelor's Degree, New Accounts Representative II Salaries with a Master's Degree or MBA, New Accounts Representative II Salaries with a JD, MD, PhD or Equivalent
Categories:  Banking, 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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