Seeking Banking Senior New Accounts Representative

2 weeks ago


Henderson, United States Meadows Bank Full time
Job DescriptionJob Description

Summary: Assist in the daily operation of the branch under the supervision of the Operations Manager within the guidance and directives as determined by Branch Administration. The Senior New Accounts Representative responsibilities include, but are not limited to:

Duties and Responsibilities:

1. Engage the client and conduct the new and existing client interview.

2. Provide detailed and accurate product and service information to new and existing clients.

3. Request and review client identification and entity documentation as presented.

4. Process new account and account supersede requests.

5. Prepare all new account and change documentation.

6. Cross sell products and services to new and existing clients as appropriate.

7. Discuss online banking and bill pay services with clients.

8. Discuss cash management products and services with commercial clients.

9. Refer clients to Electronic Banking for cash management service requests.

10. Process check orders for new and existing clients.

11. Process orders for bankcards as requested by consumer and commercial clients.

12. Close DDA, SAV and CD accounts as necessary.

13. Answer and respond to telephone inquiries for new accounts and change requests.

14. Present product knowledge training in monthly staff meetings, as assigned.

15. Provide new account function cross-training to branch employees, as assigned.

16. Provide guidance and review of entity documentation and trusts, as assigned.

17. Back up paying and receiving teller coverage, required in smaller offices.


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