New Accounts Representative jobs in Great Falls, MT

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)

D
New Accounts Associate
  • D.A. Davidson Companies
  • Great Falls, MT FULL_TIME
  • Job Description:


    D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics and delivering outstanding service to our clients and each other. We support a friendly, open, and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities-and giving back is one of our core values.

    Summary:
    This position is responsible for opening and maintaining client accounts. This role requires organization, accuracy, and attention to detail. The qualified applicant will be capable of working independently and as a team member.
    Experience and Skills:

    Qualifications:
    • Communicate verbally and in writing in a clear and effective manner
    • Organizational and time management skills to be able to work under pressure
    • Computer proficiency: knowledge of Microsoft Outlook, Word, and Excel
    • Will need to employ critical thinking and operational improvement skills to find opportunities and trends while providing direction or solutions for more effective and efficient processing
    • Capability to adapt to constantly evolving work environment and quickly develop the vital skills or knowledge to address a new process or procedure
    • Detail oriented and possess good follow-up skills
    Duties:
    • Support branch associates on all aspects of new account processing and maintenance
    • Open client accounts, maintains new account master and process updates to account records
    • Reviews and approve supporting legal documentation
    • Participate in operational advancement for workflow software and testing for improvements or new processes.
    • Processes and follows up on documentation
    • Execute any other duties that are assigned!

    What we offer:
    Competitive salary plus excellent benefits and perks including, but not limited to:
    • Medical, Dental and Vision
    • Company 401(k)and ESOP contribution
    • Generous sick, vacation, and maternity/parental leave
    • Paid holidays
    • Professional Development Opportunities
    • Tuition Reimbursement ($15,000 lifetime cap)
    • Discounted personal insurance including home, auto and recreational vehicles
    • Charitable gift-matching program
    • Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work.

    We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
    From: D.A. Davidson Companies

  • 2 Days Ago

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Director of Student Accounts
  • University of Providence
  • Great Falls, MT FULL_TIME
  • Director of Student Accounts POSITION SUMMARYThe Director of Student Accounts position aligns with the Mission of the University in that this role will provide the financial statements, billing detail...
  • 9 Days Ago

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Central Accounts Payable
  • Torgerson's, LLC
  • Great Falls, MT FULL_TIME
  • Torgerson's Equipment in Great Falls Montana is looking to fill a Central Accounts Payable position. Come join our corporate team! Salary commensurate with experience. We offer benefits including a ma...
  • 4 Days Ago

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Accounts Payable Clerk
  • Lewistown School District 1
  • Lewistown, MT PART_TIME
  • Lewistown Public Schools Job Description Job Title: RECEIVING/ACCOUNTS PAYABLE CLERK Classification: PURCH/REC Reports To: Business Manager/Clerk and Superintendent FLSA Status: Non-exempt/Classified ...
  • 1 Month Ago

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New Construction Cleaning
  • Inside Out Services
  • Kalispell, MT FULL_TIME,PART_TIME
  • We (Inside Out Services) are hiring for new construction cleaning in Kalispell and Whitefish, MT. Days are primarily Monday through Friday (30-40 hours per week).We clean thoroughly and do GREAT work ...
  • 24 Days Ago

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RN - New Graduates
  • Northern Montana Hospital
  • Havre, MT FULL_TIME
  • Job Posting RN - New Graduates Northern Montana Health Care takes seriously its position as the premier hospital in North-Central Montana, serving several rural communities as well as two Native Ameri...
  • 1 Month Ago

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0 New Accounts Representative jobs found in Great Falls, MT area

U
Student Services Specialist
  • University of Providence
  • Great Falls, MT
  • Job Description Job Description POSITION SUMMARY The Student Services Specialist serves as a guide for students in a var...
  • 4/18/2024 12:00:00 AM

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Customer Service Rep
  • Hiring Now!
  • Great Falls, MT
  • Patterson isn't just a place to work, it's a partner that cares about your success. One of the distinguishing marks of o...
  • 4/18/2024 12:00:00 AM

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Chief Executive Officer
  • Central Plumbing, Heating, Excavation
  • Great Falls, MT
  • About Us: Central Plumbing, Heating, Excavation (Central) is a highly respected commercial contractor for excellence in ...
  • 4/17/2024 12:00:00 AM

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Compliance Officer
  • Great Falls Pre-Release Center
  • Great Falls, MT
  • Job Description Job Description Great Falls Pre-Release Services, Inc. Position: Compliance Officer Job Classification: ...
  • 4/17/2024 12:00:00 AM

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Customer Service Rep - Full Health Benefits
  • Patterson
  • Great Falls, MT
  • Patterson isn't just a place to work, it's a partner that cares about your success. One of the distinguishing marks of o...
  • 4/16/2024 12:00:00 AM

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Customer Service Rep - Tuition Reimbursement
  • Hiring Now!
  • Great Falls, MT
  • Patterson isn't just a place to work, it's a partner that cares about your success. One of the distinguishing marks of o...
  • 4/16/2024 12:00:00 AM

H
Customer Service Rep - 401(k) Matching
  • Hiring Now!
  • Great Falls, MT
  • Patterson isn't just a place to work, it's a partner that cares about your success. One of the distinguishing marks of o...
  • 4/16/2024 12:00:00 AM

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Field Service Engineer (Medication Management) - Great Falls, Montana
  • Swisslog Healthcare
  • Great Falls, MT
  • Swisslog Healthcare Field Service Engineers are critical to our customer care and support initiatives. Our Field Service...
  • 4/16/2024 12:00:00 AM

Great Falls is a city in and the county seat of Cascade County, Montana, United States. The 2017 census estimate put the population at 58,638. The population was 58,505 at the 2010 census. It is the principal city of the Great Falls, Montana Metropolitan Statistical Area, which encompasses all of Cascade County and has a population of 82,278. Great Falls was the largest city in Montana from 1950 to 1970, when Billings surpassed it. Great Falls remained the second largest city in Montana until 2000, when it was passed by Missoula. Since then Great Falls has been the third largest city in the st...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for New Accounts Representative jobs
$32,133 to $39,736
Great Falls, Montana area prices
were up 3.1% 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.
December 28, 2019