New Accounts Representative (salary and exceptional benefits) Company, Female, Male, 9am-5pm, 5 days, Mon-Fri, Assist customer with account needs and general account maintenance. Conduct financial transactions; handle routine customer inquiries both in person and on the telephone. Maintain a high level of customer service. Essential Duties and Responsibilities: • Provide professional greeting to all customers both in person and via the telephone. • Ensure that all transactions are performed within the internal guidelines and federal regulations. • Knowledge of various types of consumer and business accounts including certificate of deposits, money market savings accounts, checking, and IRA accounts. Maintain complete knowledge of account types, products and services and necessary disclosures. • Provide assistance with titling of accounts. Maintain knowledge of vesting types; assist with FDIC coverage and limits. • Knowledge of IRA accounts and IRS requirements. • Ability to write professional letters and communicate effectively both in oral and written communications. • Maintain confidentiality of customer account information. • Adheres to all applicable compliance regulations, including BSA, SPA and Right to Financial Privacy. • Other duties may be assigned. Minimum Requirements • High school diploma or general education degree (GED); or related experience and/or training; or equivalent combination of education and experience. • Requires a minimum of one year of prior banking experience. • To perform this job successfully, an individual should have knowledge of Word Processing software. Pasadena, CA. 818-763-4025 #80 Doing interviews 6/26/2014 ( 9am-4pm) let me know if interested
Posted on: Thu, 26 Jun 2014 00:23:30 +0000
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