New Account Representative
3 weeks ago
As a New Accounts/CSR III, you'll be the go-to expert in opening new consumer and basic business accounts. Your role involves processing all new account transactions, guiding clients in selecting the right accounts and financial services, and actively promoting the Bank's products and services. You'll also handle account maintenance and closures, perform essential branch clerical tasks, and foster positive client relationships by referring them to appropriate staff and partners for additional services.
Essential Duties:
- Conduct thorough customer interviews to understand their needs and recommend suitable banking products and services.
- Proactively seize sales opportunities by cross-selling bank products and services to both new and existing customers, ensuring alignment with their financial goals.
- Contribute to generating new business to support bank profitability and branch objectives.
- Collaborate effectively with other bank departments to identify sales prospects and deliver exceptional customer experiences.
- Assist in the opening and maintenance of various consumer and business accounts, including checking, savings, CDs, IRAs, and Trust & Estate Accounts.
- Stay updated on bank products, services, and relevant New Account laws and procedures.
- Ensure accurate documentation approval and upload in the core banking system.
- Process teller transactions as required while maintaining excellent balancing records.
-Compile and process various reports as assigned, such as currency transactions, returned items, overdrafts, and callbacks.
Qualifications:
- Previous experience in a similar banking role preferred.
- Strong knowledge of banking products, services, and regulations.
- Excellent communication and interpersonal skills.
- Proficiency in Microsoft Office applications and banking software.
- Detail-oriented with a commitment to accuracy.
- High school diploma or equivalent required; additional education or certifications in banking or finance
Location: Napa, Ca onsite daily
Compensation: $20.00-$28.60
-
Accounting -Customer Service Representative
2 months ago
Fairfield, United States The Cincinnati Insurance Companies Full timeMake a difference with a career in insurance At The Cincinnati Insurance Companies, we put people first and apply the Golden Rule to our daily operations. To put this into action, we're looking for extraordinary people to join our talented team. Our Customer Service, Customer Service Representative, Accounting, Technical Support, Representative, Retail,...
-
Accounting -Customer Service Representative
4 weeks ago
Fairfield, United States The Cincinnati Insurance Companies Full timeMake a difference with a career in insurance At The Cincinnati Insurance Companies, we put people first and apply the Golden Rule to our daily operations. To put this into action, we're looking for extraordinary people to join our talented team. Our Customer Service, Customer Service Representative, Accounting, Technical Support, Representative, Retail,...
-
Accounting - Corporate Billing Representative
2 months ago
Fairfield, United States The Cincinnati Insurance Companies Full timeMake a difference with a career in insurance At The Cincinnati Insurance Companies, we put people first and apply the Golden Rule to our daily operations. To put this into action, we're looking for extraordinary people to join our talented team. Our Billing, Accounting, Corporate, Representative, Associate, Account
-
Insurance Account Representative
1 month ago
Fairfield, United States Jason Street - Allegiance Insurance Full timeJob Summary:Seeking an Insurance Producer to drive sales and provide exceptional service to new and existing clients across various insurance accounts. Responsibilities include prospecting, quoting, and maintaining client relationships while meeting set sales objectives.Responsibilities:Identify and develop insurance prospects.Prepare and deliver sales...
-
Insurance Account Representative
1 month ago
Fairfield, United States Jason Street - Allegiance Insurance Full timeJob DescriptionJob DescriptionJob Summary:Seeking an Insurance Producer to drive sales and provide exceptional service to new and existing clients across various insurance accounts. Responsibilities include prospecting, quoting, and maintaining client relationships while meeting set sales objectives.Responsibilities:Identify and develop insurance...
-
Fairfield, New Jersey, United States Phillip Jeffries Full timeDaymaker/Customer Service Representative Opportunity at Customer Happiness Agency in Fairfield, New Jersey - Experienced Candidates Join the team at Phillip Jeffries and contribute to our commitment to exceptional customer service. As a Daymaker/Customer Service Representative, you will play a crucial role in delighting our customers and providing top-notch...
-
Verizon Customer Service Representative
2 weeks ago
Fairfield, United States Response Inc. Full timeJob DescriptionJob DescriptionResponse Inc. is a telecommunication-based consulting sales and marketing firm. We help our client’s popular, household brands maximize their profitability and increase their overall brand exposure through innovative and creative revenue capabilities.We are looking for a self-starter entry-level Verizon Customer Service...
-
Accounting Clerk
2 weeks ago
Fairfield, United States SGS Full time**Company Description** Company Description SGS is the global leader and innovator in inspection, verification, testing and certification services. Founded in 1878, SGS is recognized as the global benchmark in quality and integrity. With over 97,000 employees in 130 countries and operating a network of more than 2,400 offices and laboratories, we provide...
-
Entry Level Account Manager
3 weeks ago
Fairfield, United States LMG Connecticut Full timeJob DescriptionJob DescriptionLimitless Management Group is thriving as a business consulting and sales firm located in Stamford! Our forward-thinking marketing strategies and innovative sales tactics are what attract our reputable clients to us. Now that our clients are expanding, we are looking for entry-level candidates to join our marketing and sales...
-
Entry Level Account Manager
4 weeks ago
Fairfield, United States LMG Connecticut Full timeLimitless Management Group is thriving as a business consulting and sales firm located in Stamford! Our forward-thinking marketing strategies and innovative sales tactics are what attract our reputable clients to us. Now that our clients are expanding, we are looking for entry-level candidates to join our marketing and sales team as an Entry Level Account...
-
Entry Level Account Manager
1 month ago
Fairfield, United States LMG Connecticut Full timeJob DescriptionJob DescriptionLimitless Management Group is thriving as a business consulting and sales firm located in Stamford! Our forward-thinking marketing strategies and innovative sales tactics are what attract our reputable clients to us. Now that our clients are expanding, we are looking for entry-level candidates to join our marketing and sales...
-
Entry Level Account Manager
3 weeks ago
Fairfield, United States LMG Connecticut Full timeJob DescriptionJob DescriptionLimitless Management Group is thriving as a business consulting and sales firm located in Stamford! Our forward-thinking marketing strategies and innovative sales tactics are what attract our reputable clients to us. Now that our clients are expanding, we are looking for entry-level candidates to join our marketing and sales...
-
Western Regional Sales Representative
4 weeks ago
Fairfield, United States Standex-Meder Electronics Full timeWhat You'll Do New Business Process Own the new business process including lead management and qualification. Develops appropriate targeted materials (marketing and otherwise) to help facilitate the new customer/new business process. New Account Planning Apply expertise to implement plans and achieve induvial, team, and organizational sales goals. Ensures...
-
Inside Sales Representative
4 weeks ago
Fairfield, United States Millennium Power Services Full timeMillennium Power Services, a privately held company, is one of the fastest-growing sales and service companies for critical line valves, actuated valves, control valves, safety valves, steam conditioning, and process control equipment on the East Coast. We have been an integral part of the power and pulp and paper industries since 2000 with locations in VA,...
-
Inside Sales Representative
4 weeks ago
Fairfield, United States Millennium Power Services Full timeJob DescriptionJob DescriptionMillennium Power Services, a privately held company, is one of the fastest-growing sales and service companies for critical line valves, actuated valves, control valves, safety valves, steam conditioning, and process control equipment on the East Coast. We have been an integral part of the power and pulp and paper industries...
-
Marketing Representative
3 weeks ago
Fairfield, United States American Family Care Fairfield Full time**Benefits**: - 401(k) - Competitive salary - Health insurance - Opportunity for advancement - Training & development **Benefits/Perks** - Great Health Care Environment - Flexible scheduling - Paid time off, health insurance, dental insurance, retirement benefit, and more! **Company Overview** American Family Care (AFC) is one of the largest primary and...
-
Accounting Manager
4 weeks ago
Fairfield, United States Jelly Belly Full timeJob DescriptionJob DescriptionSalary: 110-125K/DOESummary Supervises and coordinates activities of the Staff Accountants. These positions are engaged in the preparation and analysis of financial statements. Essential Duties and Responsibilities include the following. Other duties may be assigned.Compiles composite reports from individual reports of...
-
Inside Sales Representative
1 month ago
Fairfield, United States Bunzl Full timeR Safety, a division of Bunzl, is seeking an Inside Sales Representative for our office in Fairfield, OH. This position is geared towards an individual that is highly motivated to cultivate new business opportunities within the safety products industry. Your career path has many avenues available for you to succeed. Are you looking to advance at a rate...
-
Service Representative
3 weeks ago
New Fairfield, United States Union Savings Bank - CT Full timeThe Service Representative provides direct customer service satisfying customer banking needs to include accurately handing service transactions (deposits, withdrawals, etc.) in accordance with bank policies and procedures while seeking sales/referral opportunities. **Customer Service** Consistently demonstrate all aspects of the USB Customer Service...
-
Marketing Representative
4 weeks ago
Fairfield, United States American Family Care Fairfield Full timeJob DescriptionJob DescriptionBenefits:401(k)Competitive salaryHealth insuranceOpportunity for advancementTraining & developmentBenefits/PerksGreat Health Care EnvironmentFlexible schedulingPaid time off, health insurance, dental insurance, retirement benefit, and more!Company OverviewAmerican Family Care (AFC) is one of the largest primary and urgent care...