New Account Representative

3 weeks ago

Reno, United States Heritage Bank of Nevada Full time

About the Role:

SUMMARY

New Account Representatives maintain a high level of customer relations service by opening accounts, service and maintenance to existing accounts, and explaining and processing financial services offered by the bank. May also, perform routing teller and bank transactions.

DUTIES AND RESPONSIBILITIES:

  • Ensure professional, prompt, efficient and courteous service is provided to new and existing customers.
  • Interviews customers to obtain information and explain available financial services such as savings and checking accounts, online banking, mobile banking, Individual Retirement Accounts, Certificates of Deposit,
  • Opens new accounts and enters information into system.
  • Adheres to all applicable compliance requirements.
  • File maintenance on accounts. Answers customer questions and investigates and corrects errors, following customer and establishment records. Exercises discretion, judgment and initiative regarding transaction problems and inquiries.
  • Presents funds received from customer to Teller for deposit, and obtains receipt for customer.
  • Ensure prompt, efficient and courteous service in renting of and granting access to safe deposit boxes. Admits customers to safe deposit vault.
  • My provide guidance to other new accounts representatives or tellers.
  • May act as backup teller when needed.
  • Ability to deal effectively and tactfully in situations with customers.
  • Ability to cross-sell bank products and services.
  • Process check orders.
  • Complete onboarding process for new and existing customers
  • Process new account "Thank you" letters.
  • Processes wire transfers.
  • Process Reg DD disclosure statements to appropriate maturing Certificate of Deposit customers.
  • Knowledgeable about bank security.
  • Understands policies and procedures of operations department.
  • Responsible for protecting bank from fraud at new accounts.
  • Responsible for ensuring accurate and complete documentation received on new accounts


About You:

QUALIFICATIONS:

  • One year certificate from college or technical school; or minimum of six months related experience and/or training; or equivalent combination of education and experience.
  • Must have prior financial industry experience.

KNOWLEDGE, SKILL, ABILITY:

  • Proficiency in computer applications.
  • Ability to understand and follow written and oral instructions.
  • Detail orientated
  • Must have the ability to work in a professional and confidential manner

WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually quiet.

PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is frequently required to stand; use hands to operate a computer, and talk or hear. The employee is occasionally required to walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.

Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Must be capable of climbing / descending stairs in an emergency situation. The employee must occasionally lift and/or move up to 20 pounds.

Specific vision abilities required by this job include: The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes.

What We Offer:

COMPENSATION & BENEFITS: Starting salary is dependent upon relevant experience and may vary based on the geographic location of the position. We offer an extensive benefits package that includes, but is not limited to medical, dental, vision, and life insurance, a health savings account option, an Employee Assistance Program (EAP), a health rewards program, a 401(k) retirement savings plan, discounts on banking products and services, Paid Time Off (PTO) and holidays. Visit our website for more details

COMPANY OVERVIEW: We are a family of banks whose unique local presence reflects the communities we serve. We welcome the opportunity to grow and change as our customers and communities do the same. Read our story, learn about our banks, and experience life at Glacier Bancorp, Inc. all from our website. Check it out

We are an Equal Opportunity Employer and qualified applicants or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state or local laws.

Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the US.

No Recruiters or unsolicited agency referrals please.

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