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New Accounts Representative

CLEAR FORK BANK NATIONAL ASSOCIATION

Abilene, TX Job Details Full-time 3 hours ago Qualifications Customer communication Confidential information handling High school diploma or GED Productivity software Banking regulatory compliance Full Job Description

BASIC FUNCTION SUMMARY

: The role of New Accounts Representative is responsible for the efficient and accurate handling of customer inquiries and transactions related to new account openings at a bank. This role requires strong customer service skills, attention to detail, and a thorough understanding of banking products and services. The representative plays a crucial role in building and maintaining customer relationships by ensuring a positive and welcoming experience for new customers. Adherence to bank policies and state/federal regulations is paramount. The following duties are not intended to serve as a comprehensive list of all duties required in this position. This job description is intended to provide a representative summary of the major duties and responsibilities. This role may not be required to perform all duties listed and may be required to perform additional duties as requested.

ESSENTIAL FUNCTIONS

Duties, Skills, Responsibilities and Expectations:

Assess Customer Needs:

Open or close appropriate retail accounts and IRAs, maintaining all associated records. Guide customers through the account opening process, ensuring all necessary documentation is completed accurately.

Product and Service Promotion:

Provide information about different types of accounts (checking, savings, CDs, etc.) and services offered by the bank, including cross-selling additional products.

Customer Service and Relationship Management:

Provide excellent customer service by addressing inquiries, resolving issues, and following up with new customers to ensure satisfaction and encourage loyalty.

Account Maintenance:

Receive and process new client accounts and changes to existing accounts, such as name changes, address changes, and product changes.

Safe Deposit Box Management:

Rent safe deposit boxes to customers, manage access with maximum protection, and maintain records of boxes and renters.

Transaction Processing:

Process transactions, including deposits, withdrawals, payments, and check orders, accurately and efficiently.

Record Keeping and Documentation:

Maintain accurate and organized records of customer interactions, transactions, and account-related documentation.

Compliance and Security:

Adhere to all bank policies and procedures, as well as federal and state regulations. Maintain customer confidentiality and report suspicious activities as required.

End-of-Day and Special Projects:

Perform end-of-day balancing, reconciliation, and oversee year-end reporting and special projects such as safe deposit box audits.

Clerical and Administrative Duties:

Complete daily logs, organize records for easy review, and perform related clerical duties as needed.

Team Support and Branch Operations:

Assist with branch operations and support other team members, participating in training sessions and staying updated on new products, services, and regulatory changes. Must comply with all bank policies and procedures that are job related and/or consistent with business necessity.

WORKING CONDITIONS

: Air-conditioned office environment

PHYSICAL DEMANDS

Sitting for extended periods of time. Walk, stand, bend, squat, twisting and reaching.

MINIMUM REQUIREMENTS

: Proficient in computer (Word and Excel) and general office skills High-level professionalism and ability to maintain customer confidentiality. High attention to detail and accuracy. Excellent organizational and prioritizing skills Excellent verbal & written communication skills. Flexibility to deal with interruptions, changing priorities, and deadlines. Ability to read and understand regulations, policies, and procedures. Interpersonal skills including courtesy, tact, and diplomacy as giving and obtaining information may require some discussion of a sensitive or personal nature.

Required Education:

High School diploma or GED with relevant experience Associate degree in finance, business administration a plus Previous bank lending experience is strongly preferred.