New Accounts Representative Location:

Brea, CA Duration:

4-month contract

Pay Rate:

$35/hr W2

Job Summary:

The New Accounts Representative supports branch operations by opening and servicing consumer and business accounts, processing teller transactions, resolving customer inquiries, and identifying cross-sell opportunities. The role requires strong knowledge of banking products, new account documentation, branch operations, and applicable banking regulations.

Key Responsibilities:

Open and service checking, savings, IRA, CD, and other consumer/business accounts. Interview customers, verify identification, collect required documentation, and complete account setup. Process account changes, transfers, supersedes, deposits, withdrawals, and other teller transactions. Operate a cash drawer and accurately handle currency, checks, night drops, courier, and mail transactions. Explain interest rates, fees, bank policies, products, and services to customers. Resolve complex customer issues, investigate errors, and provide effective customer service. Identify customer needs and cross-sell appropriate banking products and services. Support daily branch reports, audits, ICRP certifications, callbacks, filing, scanning, and record updates. Follow dual-control, security, operational, and state/federal banking compliance requirements. Provide guidance to BSR staff and communicate training or service concerns to management.

Qualifications:

Associate's degree in Business or equivalent experience. 3+ years of new accounts experience within a bank or financial institution. Background in branch operations, banking sales, or financial customer service. Knowledge of new account documentation, including fiduciary and corporate accounts. Understanding of retail/commercial banking products and state/federal banking regulations. Experience with account-opening systems, mainframe systems, MS Office, and spreadsheets. Strong communication, organizational, mathematical, typing, and problem-solving skills. Ability to handle complex customer situations and work independently with general supervision.

Pay:

$35.00 per hour Expected hours: 40.0 per week

Experience:

Banking:

1 year (Preferred) Ability to

Commute:

Brea, CA 92821 (Preferred)

Work Location:

In person