New Accounts

1 month ago


Sacramento, United States Vaco Staffing Full time
Essential Duties and Responsibilities include the following:
New Accounts/Sales Activities
  • Effectively interviews and profiles customers to recommend appropriate banking products and services
  • Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed
  • Generates new business to assist in meeting bank profitability and branch goals
  • Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience
  • Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts
  • Maintains thorough knowledge of bank products and services

Branch Operations Activities
  • Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation
  • Ensures all documentation is approved and uploaded in in FSP
  • Processes teller transactions as needed and maintains an excellent balancing record
  • Responds to client inquiries and requests regarding account
  • Adheres to Banking regulations, including but not limited to Bank Secrecy Act
  • As assigned may gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.)

Service Activities
  • Provide expedient and courteous service to all clients both in person and on the phone
  • Consistently models exemplary customer service
  • Actively listens to customers and maintains a friendly, positive, professional attitude
  • Proactively identify and retain "at-risk" customers
  • Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special

Qualifications
  • A minimum of 2 years banking teller experience is required
  • Experience with opening consumer accounts and basic business accounts is required
  • Minimum of two years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner
  • Must possess excellent judgment and the ability to accept responsibility and handle confidential information
  • Must be proficient in using Word, Excel, and Outlook applications and banking programs

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