New Accounts Representative jobs in New York
New Accounts Representative opens a variety of new accounts for customers including checking, IRA, CD and others. Collects required information from new account customers and completes account set up process including data input, verifying references, and documentation. Being a New Accounts Representative provides information and answers questions regarding interest rates, fees, and bank policies. May complete process to transfer accounts for customers. Additionally, New Accounts Representative makes appropriate referrals to cross-sell a variety of bank services. May require an associate degree. Typically reports to a supervisor or manager. The New Accounts Representative possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. May require 0-1 year of general work experience. (Copyright 2024 Salary.com)
Recently Added New Accounts Representative jobs
New Accounts Representative
- Axelon Services Corporation
-
Islandia, NY
OTHER
-
Job Title: New Accounts Representative (Hybrid/ 4 days onsite)
Location: Islandia, NY
Shift: Mon – Fri, 8 AM to 5 PM
Pay: 21.19/hr
Job Overview:- The Banking Ops Specialist II supports routine day-to-day operations of consumer and commercial banking.
- Under moderate supervision, this job performs administrative/transactional banking tasks such as assisting with service transactions, supporting multi-channel inbound referrals, verifying daily proofs and processing payments that sometimes require interpretation or deviation from standard procedures.
- Responsible for opening, funding, and performing maintenance for new accounts.
- Sign into systems, check email (throughout day), review workflow for daily assignments, review all operating systems, team huddles, begin daily tasks based on assigned workflow.
- Communicate daily via email, IM, Skype and on phone.
- Opening complex accounts in the EARs system
- Answers service and referral calls and responds to customer questions and assists with service transactions.
- Verifies that daily proofs and reconciliations are compliant with corporate accounting and control policies.
- Validates accuracy of payments, tickets and online entries.
- Provides solutions to customer, branch or bank inquiries and escalates issues as necessary.
- Considers multiple resources and records when investigating customer inquiries.
- Enters transactions into CRT/PC and balances general ledger accounts.
- Ensures work is properly safeguarded and controlled in accordance with banking policies and procedures.
- Assists with subject matter expert project as requested.
- New Account experience working in Branch
- Excellent communication and interpersonal skills
- Attention to detail
- Ability to work independently and with a team
- Fast learner
- Time Management – Ability to prioritize tasks
- Minimum High School Diploma
- Two (2) years branch experience
- Branch (banking) experience. Understand the account opening process.
- Know how to open and fund accounts: such as checking, savings, money market and CDs.
- 7 Days Ago
New Accounts Analyst
- City National Bank
-
New York, NY
FULL_TIME
- NEW ACCOUNTS ANALYST WHAT IS THE OPPORTUNITY?Works with branch and department colleagues on all aspects of the client on-boarding process. Collaborates with Portfolio Management teams to process reque...
- 26 Days Ago
Accounts Receivable Coordinator
- FirstService Residential New York
-
New York, NY
FULL_TIME
- Job Overview:As an Accounts Receivable Coordinator, you'll be responsible for managing the receivables for a designated portfolio of residential buildings. Your Responsibilities:Process a variety of r...
- Just Posted
Accounts Payable Clerk
- New York State Senate
-
Albany, NY
FULL_TIME
- Job Description The New York State Senate is seeking motivated, organized and detail-oriented individuals to fill two Accounts Payable Clerk positions in the Fiscal Office. The professionals in this p...
- 13 Days Ago
Accounts Payable Clerk
- New Visions Central Office
-
New York, NY
FULL_TIME
- Summary We are seeking a detail-oriented Accounts Payable Clerk to join our finance team. The Accounts Payable Clerk will play a crucial role in supporting various accounting and clerical tasks: inclu...
- 19 Days Ago
Temporary Accounts Receivable Specialist- InterContinental Times Square New York
- IC - New York Times Square (NYCHC)
-
New York, NY
TEMPORARY
- DUTIES AND RESPONSIBILITIES: Ensure all departments within the hotel conform to the established guidelines for credit and collection policies and procedures. Work closely and communicating with Sales,...
- 1 Month Ago
New Accounts Representative jobs at Popular Companies
New Accounts Representative
- National Company
-
Tulsa, OK
- Job Description Job Description We are seeking a New Account Representative to help our growing office! Hours are Monday...
- 6/9/2024 12:00:00 AM
New Account Representative
- Glacier Bancorp, Inc.
-
Bozeman, MT
- About The Role Passionate, warm, inspiring? Raise your hand if that's you! First Security Bank is hiring an Accounts Spe...
- 6/8/2024 12:00:00 AM
New Accounts Representative
- City Connect LLC
-
Beaverton, OR
- Job Description Job Description As a Booking Acquisition specialist or New Accounts Representative, your role is to help...
- 6/8/2024 12:00:00 AM
Teller/New Accounts Representative
- Altabank
-
Preston, ID
- About the Role: Altabank, Division of Glacier Bank, is looking for a Part-time Teller/New Accounts Representative for ou...
- 6/8/2024 12:00:00 AM
New Accounts Representative
- Nelson Connects
-
Vallejo, CA
- Job Description Job Description As a New Accounts/CSR III, you'll be the go-to expert in opening new consumer and basic ...
- 6/7/2024 12:00:00 AM
New Account Representative
- First Security Bank Bozeman
-
Bozeman, MT
- About the Role: Passionate, warm, inspiring? Raise your hand if that's you! First Security Bank is hiring an Accounts Sp...
- 6/6/2024 12:00:00 AM
Float Teller/New Accounts Representative
- Altabank
-
American Fork, UT
- About the Role: Altabank, Division of Glacier Bank, is looking for a part-time Float Relationship Banker to embody our V...
- 6/6/2024 12:00:00 AM
Insurance Account Representative - State Farm Agent Team Member
- Cameron Garcia - State Farm Agent
-
Hondo, TX
- Job Description Job Description Benefits: Salary Plus Commission Health Stipend 401(k) matching Paid time off Signing bo...
- 6/6/2024 12:00:00 AM
About New York
New York is a state in the Northeastern United States. New York was one of the original thirteen colonies that formed the United States.
New York covers 54,555 square miles (141,300 km2) and ranks as the 27th largest state by size.[3] The highest elevation in New York is Mount Marcy in the Adirondacks, at 5,344 feet (1,629 meters) above sea level; while the state's lowest point is at sea level, on the Atlantic Ocean.
In contrast with New York City's urban landscape, the vast majority of the state's geographic area is dominated by meadows, forests, rivers, farms, mountains, and lakes. Most of...
Source: Wikipedia (as of 04/17/2019). Read more from Wikipedia
Income Estimation for New Accounts Representative jobs
$38,712 to $47,872
Most Popular Cities in New York for New Accounts Representative Jobs
What does a New Accounts Representative do?
New Accounts Representative in Canton, OH
New accounts clerks interview people who want to open accounts in financial institutions.
December 28, 2019
New Accounts Representative in Appleton, WI
New accounts representatives work with clients interested in opening accounts with financial institutions, such as banks or credit unions.
December 29, 2019