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SECURE RPO LLC

New Accounts Representative

Pay: $60,320/yr

Posted: 8 weeks ago

Location: San Gabriel, CA (Onsite)

Last Updated: 1 week ago

Hours: Full-Time

Expires: 10/5/2026

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Based on California data

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What they do

An Account Representative manages existing customer accounts to ensure sales retention and growth. Develops and maintains communication with clients, promotes sales and services, and works to resolve problems. Accounts may be for product sales, advertising or marketing services or financial services such as banking.

$48,777 / year median in California

-13% projected decline

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Job Description

Job Overview Location:

San Gabriel, CA / Hacienda Heights, CA (Onsite) We are seeking a New Accounts Representative with 1+ years of retail banking experience to join a leading financial institution. The ideal candidate will have hands-on experience opening new consumer deposit accounts, providing exceptional customer service, and cross-selling banking products.

Key Requirements:

1+ years of experience as a New Accounts Representative, Universal Banker, Personal Banker, or similar role in a financial institution. Experience opening and servicing checking, savings, CDs, and other deposit accounts. Knowledge of KYC/CIP procedures and account documentation. Excellent customer service, communication, and sales skills. Fluent in Mandarin and English (Required). Basic PC proficiency and strong attention to detail.

Pay:

$26.00 - $32.00 per hour

Benefits:

401(k) 401(k) matching Paid time off

Experience:

Banking:

1 year (Preferred)

KYC:

1 year (Preferred)

Language:

Mandarin (Required) Ability to

Commute:

San Gabriel, CA 91778 (Preferred)

Work Location:

In person