Also referred to as: Intermediate New Accounts Representative, New Customer Accounts Onboarding Representative II
Requirements and Responsibilities

New Accounts Representative II 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. Being a New Accounts Representative II provides information and answers questions regarding interest rates, fees, and bank policies. May complete process to transfer accounts for customers. Additionally, New Accounts Representative II makes appropriate referrals to cross-sell a variety of bank services. May require an associate degree. Typically reports to a supervisor or manager. The New Accounts Representative II gains or has attained full proficiency in a specific area of discipline. Works under moderate supervision. To be a New Accounts Representative II typically requires 1-3 years of related experience or may have 0 years of experience with additional training, or certification.

Find out Job Distribution by:
Years of Experience
Education Level
Company Size
Industry
Job Openings for New Accounts Representative II
Job Statistics