New Accounts Representative jobs in Cleveland, OH

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)

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Regional Healthcare Operations Manager
  • Summit Fire National Accounts
  • Cleveland, OH FULL_TIME
  • Summit National Accounts offers national and regional fire and life safety services through our local branches across the country and trusted vendor partners. Our team is ready to serve your business and ensure each of your sites across the country receive the same quality service for all your fire safety systems. Our approach is simple – we are industry experts that believe excellent customer service comes first.

    JOB SUMMARY:

    Responsible for facilitating and maintaining inspection and service work relationships with regional healthcare account customers. Work closely with District Service Managers, District Managers, Regional Sales Manager, Healthcare Customer Service Reps and Director of Healthcare Solutions to ensure a seamless inspections/service process with your regions healthcare clients while maintaining expected profitability. This single position is open to the following areas Mid-Atlantic.

    ESSENTIAL JOB DUTIES:

    Work with Regional Inspections/Service Crews, District Service Managers, District Managers, Regional Sales Manager and Director of Healthcare Solutions to develop a best-in-industry healthcare solution and operations strategy within assigned region.


    • Assist and Educate Districts Service Managers, Districts Managers, District Ops / Insp manager’s, inspectors and techs with an in-depth understanding of The Joint Commission (TJC), DNV-GL Healthcare, HFAP, CARF, UCA, and other accrediting organizations to become subject matter experts.
    • Manage the Healthcare Customer Service Reps that report to this position. Your team will be responsible for all accredited healthcare invoicing, report review, customer relations, etc.
    • Collaborate with Districts Service Managers and Districts Managers to assist in oversite of the Healthcare Inspection and Service field personnel as needed to ensure locations are meeting the expectations of healthcare customers and Summits healthcare SOP’s.
    • Facilitate Kick-Off meetings and Progress Meetings for Healthcare Accounts.
    • Follow Healthcare SOP discussion points during Kick-Off meetings to establish proper operations and guidelines.
    • Establish and facilitate weekly progress conference calls. (duration as needed)
    • Work with local Healthcare Engineering and regional Service Managers to facilitate required background checks, flu shots, and any other required policies to be capable of working at Healthcare Facilities.
    • Ensure inspections are performed within the accrediting bodies time frame windows to guarantee healthcare facilities stay within compliance.
    • Facilitate and assist locations with Internal Kick-Off meetings with the local inspection teams to review Summit policies as it pertains to Healthcare, discuss best practices, and determine/establish team leads and roles of each team member.
    • Work with District Service Managers, District Managers and Regional managers to shift resources (inspectors and service field personnel) between regions when/if required to ensure smooth and efficient inspections/service.
    • Develop an in-depth understanding of The Joint Commission (TJC), DNV-GL Healthcare, HFAP, CARF, UCA, and other accrediting organizations to become a subject matter expert.
    • Ensure proper use of Sales Force Lightning throughout region.
    • Work with Director of Healthcare Solutions to develop and facilitate local Healthcare Conferences/Symposiums as desired.
    • Collaborate with Healthcare Customer Service Team Lead and Healthcare Customer Service Representatives.
    • Participate in Quarterly and Annual Healthcare Division meetings.


    QUALIFICATIONS

    The qualifications listed below are representative of the elements required to perform the job successfully, however in some cases, an equivalent combination of Education, Training, Certifications and Experience may meet the job qualifications.


    Education, Training, Certifications:

    • High School diploma/GED, required.
    • Bachelor’s degree in Business or related field, preferred.

    Experience, Knowledge, Skill Requirements:

    • Minimum of 5 years of service / inspections related experience.
    • Working knowledge of fire sprinkler codes and well as accredited guidelines for Healthcare.
    • Basic Math skills are required to develop sound service estimates and use a spreadsheet program

    Communication Skills:

    • Must have the ability to effectively read, write and communicate in English with employees, customers and board or directors.

    Systems and Software Skills:

    • 5 years of professional computer skills (proficiency in MS Office Suite).

    Other Qualifications:

    • Valid driver’s license with acceptable driving record, required
    • Must be able to comply with SFPH’s Drug and Alcohol policy and Background screening requirements, which may also include customer specific requirements based on contractual agreement
    • Up to 30% Travel


    Benefits
    Summit offers extensive training opportunities, career advancement, competitive pay, bonus opportunities, and an excellent benefit package. Our benefits are effective the 1st of the month following your hire date and include:

    • 401(k) Plan with Employer Match (based on eligibility)
    • Medical Insurance (1 plan has optional HSA)
    • Dental Insurance
    • Vision Insurance
    • Flexible Spending Accounts
    • Company paid Short Term & Long-Term Disability
    • Accidental Death and Dismemberment (AD&D)
    • Life Insurance
    • Employee Assistance Program
    • Paid Vacation and Holidays
    • Employee Referral Program

    Summit Core Values

    PIPE

    • We are PASSIONATE about life safety.
    • We have INTEGRITY (Do the right thing).
    • We work in PARTNERSHIP with our customers and community.
    • We constantly strive for OPERATIONAL EXCELLENCE (do things right).

    We participate in E-Verify. We are an equal opportunity employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, gender, gender identity, sexual orientation, age, status as a protected veteran, among other things, or status as a qualified.

  • 13 Days Ago

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Accounts Receivable Representative I
  • AmTrust Financial
  • Cleveland, OH FULL_TIME
  • Accounts Receivable Representative I Job Locations US-OH-Cleveland Requisition ID 2024-16588 Category Operations Position Type Regular Full-Time Overview Make your passion your career. Are you intrigu...
  • 7 Days Ago

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New Home Sales Representative
  • Drees Homes
  • Cleveland, OH FULL_TIME
  • Overview Drees Homes is a family-owned home building company with a passion for making custom homes easy. For 95 years, we have taken care of our employees and our customers. It’s why we rank as the 1...
  • 2 Months Ago

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Customer Service Representative (FT)
  • New Age Logistics
  • Bedford, OH FULL_TIME
  • Customer Service (Shipping & Receiving) Looking for an enthusiastic, customer-focused full-time shipping and receiving clerk to work in our Warehouse Division. The individual will possess a strong wor...
  • 22 Days Ago

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Customer Service Representative
  • New Age Logistics
  • Bedford, OH FULL_TIME
  • Customer Service (Shipping & Receiving) Looking for an enthusiastic, customer-focused full-time shipping and receiving clerk to work in our Warehouse Division. The individual will possess a strong wor...
  • Just Posted

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New Home Sales Representative - Build on Your Lot
  • Drees Homes
  • Cleveland, OH FULL_TIME
  • Overview Drees Homes is a family-owned home building company with a passion for making custom homes easy. For 95 years, we have taken care of our employees and our customers. It’s why we rank as the 1...
  • 20 Days Ago

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0 New Accounts Representative jobs found in Cleveland, OH area

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Technical Sales Manager - OEM Electromechanical Solutions - North Central Region (Medical)
  • LINAK U.S.
  • Cleveland, OH
  • LINAK® provides electric actuation solutions that improve people’s quality of life and working environment. Linear movem...
  • 3/28/2024 12:00:00 AM

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Regional Account Manager
  • Staffing Solutions Enterprises
  • Cleveland, OH
  • General Purpose This position has three main focuses which are to manage comprehensive fluid management programs at the ...
  • 3/28/2024 12:00:00 AM

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Proposal Coordinator
  • Design Build Solutions Inc
  • Cleveland, OH
  • GENERAL SUMMARY OF POSITION: The Proposal Coordinator/Bid Analyst will be responsible for prioritizing and developing al...
  • 3/28/2024 12:00:00 AM

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Brewery Representative - Northeast OH
  • The Judge Group
  • Cleveland, OH
  • JOB DESCRIPTIONWe are currently hiring a Brewery Representative in Northeast OH.Candidate must live in the Avon or Akron...
  • 3/28/2024 12:00:00 AM

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Sales Engineer
  • Rust Belt Recruiting
  • Cleveland, OH
  • Job Description Job Description Title: Sales Engineer Shift: Day Shift Travel: Less than 10% Salary: $70,000 - $90,000 b...
  • 3/28/2024 12:00:00 AM

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Account Executive - Travel and Tourism
  • Advance Local : Cleveland.com
  • Cleveland, OH
  • Diversity, Equity and Inclusion are at the core of our mission to strengthen and empower the communities we serve. As an...
  • 3/27/2024 12:00:00 AM

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Sales Account Manager
  • American Fidelity Sales Careers
  • Cleveland, OH
  • American Fidelity Assurance is now looking for an Account Manager in your area. Our salaried, career Account Managers ar...
  • 3/27/2024 12:00:00 AM

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Sales Manager - Cleveland, OH
  • Aramark Uniform Services
  • Cleveland, OH
  • Key Responsibilities: You will be leading a mid-to-large team of sales representatives and driving profitable sales grow...
  • 3/26/2024 12:00:00 AM

Cleveland (/ˈkliːvlənd/ KLEEV-lənd) is a major city in the U.S. state of Ohio, and the county seat of Cuyahoga County. The city proper has a population of 385,525, making it the 51st-largest city in the United States, and the second-largest city in Ohio. Greater Cleveland is ranked as the 32nd-largest metropolitan area in the U.S., with 2,055,612 people in 2016. The city anchors the Cleveland–Akron–Canton Combined Statistical Area, which had a population of 3,515,646 in 2010 and is ranked 15th in the United States. The city is located on the southern shore of Lake Erie, approximately 60 miles ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for New Accounts Representative jobs
$35,697 to $44,142
Cleveland, Ohio area prices
were up 1.6% from a year ago

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New accounts representatives work with clients interested in opening accounts with financial institutions, such as banks or credit unions.
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New Accounts Representative in Canton, OH
New accounts clerks interview people who want to open accounts in financial institutions.
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