| New Accounts Representative I Job Description |
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| The following is a full job description for New Accounts Representative I. Here are the requirements and responsibilities for New Accounts Representative I along with statistics. If after reading this page you determine that New Accounts Representative I is not the position you are looking for, you may want to try one of these similar titles: New Accounts Representative III, New Accounts Representative II, Accounts Payable Analyst I, Accounts Receivable Analyst I, Accounts Payable/Receivable Analyst I, Accounts Payable/Receivable Clerk I, Sales Representative I, Accounts Payable Clerk I, Accounts Receivable Clerk I |
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| Requirements and Responsibilities For New Accounts Representative I |
| 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. Provides information and answers questions regarding interest rates, fees, and bank policies. May complete process to transfer accounts for customers. Makes appropriate referrals to cross-sell a variety of bank services. May require an associate degree. Typically reports to a supervisor or manager. 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. |
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| Also referred to as: Entry New Accounts Representative, New Customer Accounts Onboarding Representative I |
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| Similar Jobs: New Accounts Representative III, New Accounts Representative II, Accounts Payable Analyst I, Accounts Receivable Analyst I, Accounts Payable/Receivable Analyst I, Accounts Payable/Receivable Clerk I, Sales Representative I, Accounts Payable Clerk I, Accounts Receivable Clerk I |
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| Level of Education: New Accounts Representative I Salaries with a High School Diploma or Technical Certificate, New Accounts Representative I Salaries with an Associate's Degree, New Accounts Representative I Salaries with a Bachelor's Degree, New Accounts Representative I Salaries with a Master's Degree or MBA, New Accounts Representative I Salaries with a JD, MD, PhD or Equivalent |
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| Industries: Aerospace & Defense, Biotechnology, Business Services, Chemicals, Construction, Edu., Gov't. & Nonprofit, Energy & Utilities, Financial Services, Healthcare, Hospitality & Leisure, Insurance, Internet, Media, MFG Durable, MFG Nondurable, Pharmaceuticals, Retail & Wholesale, Software & Networking, Telecom, Transportation | |
