New Account Representative
2 weeks ago
At Hometown Bank, we are seeking a highly skilled and customer-focused New Account Representative to join our team. As a key member of our banking team, you will be responsible for providing exceptional customer service and ensuring a seamless experience for our customers.
Key Responsibilities:- Opening and managing new checking, savings, and other types of accounts
- Providing accurate and timely information to customers regarding bank products and services
- Directing customers to the correct departments for assistance
- Maintaining existing accounts and ensuring accurate records
- Operating the switchboard and handling customer inquiries
- Creating folders for business accounts and IRAs
- Knowledge of General Ledger processing and ticket entries
- Providing customer service duties, including stop payments, wire transfers, and account closures
- Assisting the Branch Manager as needed
- High school diploma or equivalent
- Customer service experience
- Banking experience and working in a professional environment (preferred)
- Previous new account experience (preferred)
- Multi-lingual capabilities, including Spanish
- Proficient in Microsoft suite
This role operates in a clerical office setting and requires manual dexterity, the ability to lift files and open filing cabinets. The position also requires bending, stooping, or standing, and sitting as necessary.
Position Type/Expected Hours of Work:This is a full-time position with typical days and hours of work being Monday through Friday, 8:30 a.m. to 6:00 p.m. Must be able to work a Saturday rotation, 8:30 a.m. to 12:00 noon.
Travel:No travel is normally expected for this position. However, temporary placement at other locations may occur due to vacation, illness, or staff shortage.
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