New Accounts Representative jobs in Fresno, CA

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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New Accounts Representative
  • United Security Bank
  • Coalinga, CA FULL_TIME
  • Description

     United Security Bank is seeking a part-time 36-hour week New Accounts Representative/Teller for our Coalinga branch.  Responsible for the sale and presentation of bank products and services to new and existing customers ensuring that customers' needs have been identified and fulfilled. 

    Opening new accounts, closing accounts, also performing various CSR / Teller assignments as necessary to serve customers at the teller window.

      

    Essential Duties and Responsibilities:

    1. Assists prospective customers in the opening or closing of all types of existing accounts. 
    2. Makes initial decision as to the appropriateness of prospect as an account holder, chex systems. Answer phones.
    3. Enters opened accounts into the new accounts system, and calls back all accounts entered in the system from the previous day for correctness.
    4. Identifies a customer’s needs and introduces them to appropriate Bank services through a cross-selling effort.
    5. Fills in as a Teller as needed, and accepts deposits to checking, savings, and other accounts. Prepares cash reports for deposits over governmental maximums.
    6. Cash checks and handles account withdrawals make a change. Assist with ATM balancing.
    7. Sells traveler's cheques and cashier's checks.
    8. Sells Certificates of Deposit.
    9. Accepts loan payments.
    10. Lists and verifies cash pay items.
    11. Verifies assigned drawer cash from and to the vault.
    12. Balances cash in the drawer. Maintains drawer cash within the maximum prescribed by Bank policy.
    13. Obtains supervisor’s approval to process items larger than approval limits
    14. Ensures that all activities and work functions comply with compliance requirements as defined in company policies and procedures and state/federal laws and regulations.


    Requirements

      

    Minimum Job Requirements

    1. High School Diploma or GED equivalent.
    2. Two to four years of banking operations experience in a variety of jobs. Have a proven record of accuracy in approach to work output. Ability to count and balance cash rapidly and accurately as well as to locate their errors.
    3. Demonstrates thorough knowledge and understanding of the new accounts system and maintains expertise in current products including regulatory, compliance, and account documentation, business documentation, partnerships, corporations, LLCs, and Associations. 
    4. Follows up and obtains legal documentation and all required customer information in compliance with the Bank Secrecy Act and the USA Patriot Act Customer Identification Program.
    5. Thorough knowledge of the bank’s new account and deposit regulations and interest rate schedules.
    6. Must be detail-oriented, able to accurately work with numbers and perform arithmetic calculations.
    7. Excellent customer service skills as well as excellent verbal and written communication skills.
    8. Ability to accurately and effectively use a 10 key and other office machines, typing, basic computer skills, and knowledge of specific software about job assignments.
    9. Ability to explain complex information to bank customers.
    10. Demonstrated ability to cross-sell bank products to existing and new customers.

    United Security Bank conforms to all the laws statutes and regulations concerning equal employment opportunities, and affirmative action. We strongly encourage women, minorities, individuals with disabilities, and veterans to apply to all our job openings.

    We are an Equal Opportunity Employer, who fully and actively supports equal access for all qualified applicants, regardless of race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability status, Genetic Information or Testing, individual reproductive health decision making, Family & Medical Leave, protected veteran status, or any other characteristic protected by law, and we strongly prohibit retaliation against individuals who bring forth any complaint, orally or in writing, to the employer or the government, or against any individuals who assist or participate in the investigation of any complaint or otherwise oppose discrimination. It is our goal to increase diversity in our workplace and to provide the best work environment possible. 


    California Privacy Rights Act Notice for Applicants

    For details on how we collect, use, and share your data, please review our Privacy Policy at:

    https://www.unitedsecuritybank.com/california-privacy-policy

    United Security Bank will protect the privacy of information collected in accordance with applicable state, federal, and local laws. 

  • 15 Days Ago

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New Business Representative
  • PG&E Corporation
  • Fresno, CA CONTRACTOR
  • Job Location: Fresno Department Overview Gas Engineering aids in the operations, maintenance, construction, and planning for $21 billion in gas assets that transport, store, compress, regulate, measur...
  • 2 Days Ago

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Accounts Receivable
  • Stardom Employment Consultants
  • Clovis, CA FULL_TIME
  • Position Overview: As an Accounts Receivable clerk, you will play a key role in managing the company's receivables, ensuring timely collection, and maintaining positive relationships with clients. The...
  • 23 Days Ago

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Accounts Payable
  • Denham Resources
  • FRESNO, CA FULL_TIME
  • Denham Resources has an excellent direct hire opportunity for an experienced Accounts Payable Specialist to join the team of our clients, a well- established, highly successful, and rapidly growing lo...
  • 23 Days Ago

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Accounts Receivable
  • Ultimate
  • Fresno, CA FULL_TIME
  • Job Description JOB DESCRIPTION RESPONSIBILITIES:The Accounts Receivable Specialist will provide financial, clerical and administrative services to ensure efficient, timely and accurate payment of acc...
  • 6 Days Ago

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Accounts Payable
  • Partner Personnel
  • Fresno, CA FULL_TIME
  • ```Overview```We are seeking a detail-oriented and organized Accounts Payable Clerk to join our team. As an Accounts Payable Clerk, you will be responsible for ensuring accurate and timely processing ...
  • 8 Days Ago

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0 New Accounts Representative jobs found in Fresno, CA area

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B2B Outside Sales Representative - BASE PAY + UNCAPPED COMISSION
  • ADP
  • Fresno, CA
  • ADP is hiring a Sales Representative, Small Business Services. We are looking for entry level sales professionals. Are y...
  • 3/28/2024 12:00:00 AM

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Account Executive
  • FieldClock
  • Fresno, CA
  • Job Description Job Description ** Must live in California Central Valley, preferably between Fresno and Bakersfield ** ...
  • 3/28/2024 12:00:00 AM

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Sales Representative, WFH, Part-Time Welcome
  • NKH Agency
  • Fresno, CA
  • Organization Description: Already working a 9-5 and looking for additional income? Or are looking for the right opportun...
  • 3/28/2024 12:00:00 AM

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Route Sales Professional
  • The Judge Group
  • Fresno, CA
  • Route Sales Professionalreq38051Employment Type: RegularLocation: FRESNO,CAHave you ever enjoyed Arnold, Brownberry or O...
  • 3/28/2024 12:00:00 AM

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Healthcare Marketer and Business Development Rep.
  • West Coast Wound & Skin Care
  • Fresno, CA
  • West Coast Wound & Skin Care, a California-based leading wound and skin care provider is seeking a Marketing Representat...
  • 3/27/2024 12:00:00 AM

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Mid Market Account Executive
  • ADP
  • Fresno, CA
  • ADP is hiring a Sales Representative, Human Resources Outsourcing (HRO). Are you ready for your next best job where you ...
  • 3/25/2024 12:00:00 AM

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Account Executive
  • BRMS
  • Fresno, CA
  • Summary: The Account Executive-Fresno, CA builds and maintains contacts with account decision makers, will work with the...
  • 3/25/2024 12:00:00 AM

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Senior Account Executive
  • Aspire Partners USA
  • Fresno, CA
  • Aspire Partners seeks current or former Business Professionals, Executives, B2B Sales reps, Finance executives, CFOs, CO...
  • 3/25/2024 12:00:00 AM

Fresno (/ˈfrɛznoʊ/ FREZ-noh; Spanish for "ash tree") is a city in California, United States, and the county seat of Fresno County. It covers about 112 square miles (290 km2) in the center of the San Joaquin Valley, the southern portion of California's Central Valley. Named for the abundant ash trees lining the San Joaquin River, Fresno was founded in 1872 as a railway station of the Central Pacific Railroad before it was incorporated in 1885. The city has since become an economic hub of Fresno County and the San Joaquin Valley, with much of the surrounding areas in the Metropolitan Fresno regi...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for New Accounts Representative jobs
$36,234 to $44,806
Fresno, California area prices
were up 2.7% from a year ago

New Accounts Representative in Appleton, WI
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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