New Accounts Representative jobs in Oakland, 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)

N
Experienced Financial Services/ Insurance Professional/ Registered Representative
  • New York Life
  • San Ramon, CA FULL_TIME,PART_TIME
  • Join our dependable team.

    Do you enjoy helping clients identify and achieve their financial goals? Through New York Life, Eagle Strategies, and NYLIFE Securities, our Financial Professionals offer an array of financial products and services as well as exceptional service. Financial strategies may include but are not limited to retirement planning, education funding, business planning, employee benefits, specials needs planning, legacy, and estate planning.

    We are dedicated to your success.

    At New York Life, we offer a comprehensive three-year training program, marketing support, and prospecting and technical assistance. Our programs give you the opportunity to work with highly successful, established agents and managers who assist you in developing a clientele. We also provide the resources and stability you would expect from a Fortune 100 company.

    What makes a good fit?

    We look for motivated, entrepreneurial individuals who are willing to invest their time and energy into creating profitable and rewarding careers. Do you possess uncompromising integrity and ability to communicate complex ideas? Do you have the ability to successfully network and prospect for new clients? If so, we hope you will join us.

    Run your own practice with the support of New York Life New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A ), Standard & Poor’s (AA ), Moody’s Investors Service (Aaa), and Fitch (AAA). For 65 Consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.

    Mission statement and values: Our Mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.

    About New York Life

    As a mutual company, we are accountable only to you.

    That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers. As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interests and priorities. New York Life has been around for over 174 years of industry success. We are a Fortune 100 company and are ranked No. 71 on the Fortune 500 list in 2019. New York Life is the Largest Mutual Insurer in the U.S. We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals. That passion and commitment to protection have continued unabated for nearly two centuries. We’ve seen the nation evolve and events that have affected the lives of Americans: from the Civil War, to the 1906 San Francisco earthquake, to the 1929 stock market crash, to September 11, 2001, to Hurricane Katrina in 2005. What does this mean? It means that New York Life is resilient and able to thrive in all economic conditions. This means we’ll always be there for our policy owners and for future generations.

    New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/General Identity.

    SMRU 1827566 7/1/2020 IND123

  • 14 Days Ago

L
Accounts Payable Specialist
  • LHH Recruitment Solutions
  • Emeryville, CA FULL_TIME
  • LHH Recruitment Solutions is partnering with a client to hire an Accounts Payable Specialist for a contract opportunity in Emeryville, California. In this role, you will provide crucial services and e...
  • 17 Days Ago

B
Accounts Receivable Specialist
  • Bass Privia Management Company of California, LLC
  • Walnut Creek, CA FULL_TIME
  • Description BASS Medical Group seeks an experienced AR Specialist in our Walnut Creek office. This position is ideal for an individual who enjoys working in a fast-paced environment where multi-taskin...
  • 17 Days Ago

B
Accounts Payable Specialist
  • Babylist
  • Emeryville, CA FULL_TIME
  • Who We Are Babylist is the trusted platform for millions of growing families. For over a decade, Babylist has been the technology solution for expecting parents and the community that supports them, e...
  • 19 Days Ago

A
Accounts Receivable and Payable Clerk
  • Aerotech Solutions Inc
  • Richmond, CA FULL_TIME
  • Benefits/Perks Competitive Compensation Paid Time Off Career Growth Opportunities Job Summary We are seeking an Accounts Receivable and Payable Clerk to join our team. In this role, you will be respon...
  • 1 Day Ago

W
Accounts Payable Clerk
  • Webcor Builders
  • Alameda, CA FULL_TIME
  • The Accounts Payable Clerk is responsible for reviewing vendor statements, routing vendor invoices and manage vendor A/P e-mail accounts daily in order to create timely payments and maintain accurate ...
  • 2 Days Ago

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 New Accounts Representative jobs found in Oakland, CA area

S
PT/FT Sales Rep
  • Spieldenner Financial Group
  • Alameda, CA
  • Spieldenner Financial Group is a part of one the fastest-growing insurance organization in the country. Our most importa...
  • 4/23/2024 12:00:00 AM

J
Landscape Vice President, Business Development
  • Jensen Landscape Services
  • Alameda, CA
  • Jensen Landscape Monarch Landscape Companies is a family of successful landscape brands in five states across the centra...
  • 4/23/2024 12:00:00 AM

J
Landscape Business Development Coordinator
  • Jensen Landscape Services
  • Alameda, CA
  • Jensen Landscape Monarch Landscape Companies is a family of successful landscape brands in five states across the centra...
  • 4/23/2024 12:00:00 AM

J
Business Developer
  • Jensen Landscape Services
  • Alameda, CA
  • Jensen Landscape Monarch Landscape Companies is a family of successful landscape brands in five states across the centra...
  • 4/23/2024 12:00:00 AM

J
Landscape Business Development Sales Manager
  • Jensen Landscape Services
  • Alameda, CA
  • Jensen Landscape Monarch Landscape Companies is a family of successful landscape brands in five states across the centra...
  • 4/23/2024 12:00:00 AM

J
Landscape Business Development Specialist
  • Jensen Landscape Services
  • Alameda, CA
  • Jensen Landscape Monarch Landscape Companies is a family of successful landscape brands in five states across the centra...
  • 4/23/2024 12:00:00 AM

J
Landscape Business Development Lead
  • Jensen Landscape Services
  • Alameda, CA
  • Jensen Landscape Monarch Landscape Companies is a family of successful landscape brands in five states across the centra...
  • 4/23/2024 12:00:00 AM

H
Customer Service Sales Associate
  • Hertz
  • Oakland, CA
  • Job Description The Customer Service and Sales Associate consults with customers on their Hertz rental. Maximizing reven...
  • 4/22/2024 12:00:00 AM

Oakland is in the eastern region of the San Francisco Bay. In 1991 the City Hall tower was at 37°48′19″N 122°16′21″W / 37.805302°N 122.272539°W / 37.805302; -122.272539 (NAD83). (The building still exists, but like the rest of the Bay Area, it has shifted northwest perhaps 0.6 meters in the last twenty years.) The United States Census Bureau says the city's total area is 78.0 square miles (202 km2), including 55.8 square miles (145 km2) of land and 22.2 square miles (57 km2) (28.48 percent) of water. Oakland's highest point is near Grizzly Peak Blvd, east of Berkeley, just over 1,760 feet (...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for New Accounts Representative jobs
$44,097 to $54,531
Oakland, California area prices
were up 4.5% 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.
December 29, 2019
New Accounts Representative in Canton, OH
New accounts clerks interview people who want to open accounts in financial institutions.
December 28, 2019