Senior New Accounts Representative Jobs

The Senior New Accounts Representative collects required information from new account customers and completes account set up process including data input, verifying references, and documentation. Opens a variety of new accounts for customers including checking, IRA, CD and others. Being a Senior New Accounts Representative may complete process to transfer accounts for customers. Provides information and answers questions regarding interest rates, fees, and bank policies. In addition, Senior New Accounts Representative makes appropriate referrals to cross-sell a variety of bank services. May re ... quire an associate's degree. Typically reports to a supervisor or manager. Being a Senior New Accounts Representative has gained proficiency in multiple competencies relevant to the job. Works independently within established procedures associated with the specific job function. Working as a Senior New Accounts Representative typically requires 3-5 years of related experience, or may have 2 years experience with additional training or certification. More
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