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Bank New Accounts Representative
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City National Bank
San Angelo, TX (In Person)
$43,680 Salary, Full-Time
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Job Description
Overview Join our dynamic banking team as a Bank New Accounts Representative/Customer Service Representative, where your enthusiasm and customer-focused mindset will drive success! In this energetic role, you will be the first point of contact for new customers, guiding them through the account opening process with clarity and confidence. Your proactive approach will help build lasting relationships and ensure a seamless banking experience. If you thrive in a fast-paced environment and enjoy helping others, this is the perfect opportunity to make an impactful difference every day! Duties Greet customers warmly and assist them in opening new bank accounts, including checking, savings, and time deposit accounts. Provide customer service through various channels including phone, email, and in-person. Explain banking products and services clearly, additional features or account types to meet customer needs. Verify customer identification and perform necessary fraud prevention checks to ensure security compliance. Process account applications accurately using banking software and perform basic math calculations for deposits, withdrawals, and account balances. Collaborate with team members to promote financial initiatives and enhance customer relationships through personalized service. Qualifications Previous experience in financial sales or customer relationship management is preferred but not required; a strong desire to learn is essential. Demonstrated ability in banking operations such as cash management, cashiering, and basic math skills including retail math and 10 key typing proficiency. Knowledge of financial services, including fraud prevention & detection techniques, loan processing, and relationship management strategies. Excellent customer service skills with a positive attitude and strong communication abilities. Ability to handle sensitive information discreetly while maintaining compliance with security protocols. Familiarity with financial software systems and cash handling procedures is advantageous.