New Accounts Representative III

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New Accounts Representative III opens a variety of new accounts for banking customers. Collects required information and completes new account setup and activation. Being a New Accounts Representative III inputs data, verifies references, and reviews documentation. Provides basic account information and answers questions regarding interest rates, fees, and bank policies. Additionally, New Accounts Representative III may complete process to transfer accounts for customers. May make referrals to cross-sell a variety of bank services. Requires a high school diploma or equivalent. Typically reports to a supervisor. The New Accounts Representative III works independently within established procedures associated with the specific job function. Has gained proficiency in multiple competencies relevant to the job. To be a New Accounts Representative III typically requires 3-5 years of related experience.