CONSUMER PORTFOLIO SERVICES, INC. New Accounts Representative III Salary in the United States

New Accounts Representative III 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 III provides information and answers questions regarding interest rates, fees, and bank policies. May complete process to transfer accounts for customers. Additionally, New Accounts Representative III 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 III works independently within established procedures associated with the specific job function. Has gained proficiency in multiple competencies relevant to the job. To be a New Accounts Representative III typically requires 3-5 years of related experience. (Copyright 2024 Salary.com)

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