New Accounts Position
2 months ago
Alliance Bank Central Texas currently has a full time New Accounts Representative position available in Georgetown, Texas. The ideal candidate must be able to provide excellent client service by originating both business and individual banking accounts and cross-selling other bank services. Responsible for promoting and selling retail products and services. Can provide dedicated customer service and can develop strong multiple product relationships with clients. The ideal candidate must be well organized, self-motivated, have the ability to negotiate, can take initiative and will assist customers' awareness with education of bank capabilities, tools, and resources. Position is Monday through Friday 8:00 am - 5:00 pm.
New Accounts Responsibilities:
- Originate new consumer and business depository accounts and safe deposits.
- Responsible for the origination of cash management solutions such as Treasury Management, Merchant Services and ACH.
- Provide technical assistance and troubleshooting for the bank's electronic services: Mobile App, Bill Pay, e-Statements, and eBanking.
- Cancel/re-issue lost/stolen/damaged cards, raise daily limits, unblock cards (due to fraud block) and assist customer with debit card disputes and questions.
- Assist customers with wire transfer instructions, complete wire forms, route to Treasury Management for processing.
- Print checks and deposit slips for customers.
- Process customer information changes.
- Collaborate with other areas of the bank to meet customer's banking needs.
- Assist with various operational functions, including daily reports and special projects, as assigned.
- Marketing the Alliance Bank Central Texas brand through positive interactions with customers and the community.
Skills and Qualifications:
- At minimum two years bank experience in a new accounts or customer service environment.
- One year of experience in developing current and new customer relationships.
- Have a basic knowledge of FDIC Deposit Insurance and BSA compliance rules.
- Bilingual a plus.
- Sales experience a plus.
- Strong Proficiency in Microsoft Word & Excel.
- 10-key by touch and accurately type 40 wpm.
- Strong analytical, conceptual and problem-solving skills; reviews work thoroughly and responds in a timely matter. Strong communication skills both verbal and written required.
- Organizational skills with strong attention to detail, ability to multi-task and work efficiently to meet required deadlines.
- Takes initiative, displays positive attitude, seeks collaboration when needed, not afraid to ask questions and take ownership. Team player that can also work independently.
- Strong orientation to personal service and professionalism (both conduct and appearance).
- High school diploma or GED required.
About us:
Alliance Bank Central Texas is committed to helping families and businesses meet their financial goals. Established in 2007 after acquiring a bank with a century-long tradition of providing personalized banking service beginning with approximately $35 million dollars in assets, the bank has grown to $950 million dollars in assets in 2024.
Independently owned by more than 175 shareholders, the bank is governed by a local, diverse board of the community's most talented business leaders. Our team of highly skilled banking professionals value building relationships with their customers, and actively partnering to support and improve the communities where we live, work, and serve.
Our headquarters is in Woodway, Texas. We have other locations in Waco, Jewett, Donie, Temple/Belton and Georgetown. We offer a personal banking relationship augmented with technology to provide efficiency and convenience, and we strive to make banking easy. We look forward to sharing our brand of concierge banking with you and becoming Your Bank
All applicants must be able to prove work authorization for the United States, be able to pass a pre-employment criminal background check and are subject to periodic drug testing. Alliance Bank Central Texas is an Affirmative Action and Equal Opportunity Employer; all individuals have an equal opportunity for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran class.
In order to provide the best customer service possible for our customers, employment related phone calls will not be accepted.
Job Posted by ApplicantPro
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