| New Accounts Representative II Job Description |
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| The following is a full job description for New Accounts Representative II. Here are the requirements and responsibilities for New Accounts Representative II along with statistics. If after reading this page you determine that New Accounts Representative II 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 I, Accounts Receivable Analyst II, Accounts Payable Analyst II, Accounts Payable/Receivable Analyst II, Accounts Payable Clerk II, Accounts Payable/Receivable Clerk II, Sales Representative II, Accounts Receivable Clerk II |
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| Requirements and Responsibilities For New Accounts Representative II |
| 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. Works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. Typically requires 1-3 years of related experience. |
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| Also referred to as: Intermediate New Accounts Representative, New Customer Accounts Onboarding Representative II |
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| Similar Jobs: New Accounts Representative III, New Accounts Representative I, Accounts Receivable Analyst II, Accounts Payable Analyst II, Accounts Payable/Receivable Analyst II, Accounts Payable Clerk II, Accounts Payable/Receivable Clerk II, Sales Representative II, Accounts Receivable Clerk II |
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| Level of Education: New Accounts Representative II Salaries with a High School Diploma or Technical Certificate, New Accounts Representative II Salaries with an Associate's Degree, New Accounts Representative II Salaries with a Bachelor's Degree, New Accounts Representative II Salaries with a Master's Degree or MBA, New Accounts Representative II 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 | |
