New Customer Accounts Onboarding Representative II Salary in Wisconsin

The New Customer Accounts Onboarding Representative II collects required information from new account customers and completes account set up process including data input, verifying references, and documentation. Opens a variety of new accounts for customers including checking, IRA, CD and others. Being a New Customer Accounts Onboarding Representative II may complete process to transfer accounts for customers. Provides information and answers questions regarding interest rates, fees, and bank policies. In addition, New Customer Accounts Onboarding Representative II makes appropriate referrals to cross-sell a variety of bank services. May require an associate's degree. Typically reports to a supervisor or manager. Being a New Customer Accounts Onboarding Representative II gains or has attained full proficiency in a specific area of discipline. Works under moderate supervision. Working as a New Customer Accounts Onboarding Representative II typically requires 1-3 years of related experience or may have 0 years of experience with additional training, or certification. (Copyright 2024 Salary.com)

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