New Accounts Representative III
Also referred to as: New Accounts Representative III, Senior 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. Has gained proficiency in multiple competencies relevant to the job. Works independently within established procedures associated with the specific job function. Typically requires 3-5 years of related experience, or may have 2 years experience plus an associates degree, or additional training or certification.
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Job Statistics
Years of Experience Education Level
Company Size Industry
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Level of Education:  New Accounts Representative III Salaries with a High School Diploma or Technical Certificate, New Accounts Representative III Salaries with an Associate's Degree, New Accounts Representative III Salaries with a Bachelor's Degree, New Accounts Representative III Salaries with a Master's Degree or MBA, New Accounts Representative III 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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