New Accounts Representative 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 provides information and answers questions regarding interest rates, fees, and bank policies. May complete process to transfer accounts for customers. Additionally, New Accounts Representative 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 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. (Copyright 2024 Salary.com)
About BNI
Established in 1985, BNI is the world’s largest business referral network. With over 300,000 small-to medium-size business Members in over 11,000 Chapters across 77 countries, we are a global company with local footprints. Our proven approach provides Members with a structured, positive, and professional referral program that enables them to sharpen their business skills, develop meaningful, long-term relationships, and experience business growth.
Visit BNI.com to learn how BNI has impacted the lives of our Members and how it can help you achieve your business goals.
Position Summary
Working closely with the International Controller, the Accounts Assistant will handle day-to-day accounting and administrative tasks. This is an excellent opportunity to become part of a growing team at a growing global organisation.
Roles and Responsibilities
This role entails the following:
Qualifications
Job Requirements (please only apply if you strictly meet the criteria below):
Preferred but not required:
This is a full-time role on BNI's Global Support Team. This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Direct applicants only. No calls to the company, please. Exact salary determined based upon experience.
BNI’s wonderful culture based on Givers Gain® is lived out every day by our team and over 300,000 Members globally.
Learn more at BNI.com
An equal opportunity employer.
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