SILVERCREST ASSET MGT Intermediate New Accounts Representative Salary in the United States

The Intermediate New Accounts Representative 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 an Intermediate New Accounts Representative may complete process to transfer accounts for customers. Provides information and answers questions regarding interest rates, fees, and bank policies. In addition, Intermediate New Accounts Representative 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 an Intermediate New Accounts Representative gains or has attained full proficiency in a specific area of discipline. Works under moderate supervision. Working as an Intermediate New Accounts Representative 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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