New Accounts Representative jobs in United States
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Mega Bank · 3 months ago

New Accounts Representative

positionHacienda Heights, CA
timeFull-time
remoteOnsite
seniorityEntry Level
money$21/hr - $23/hr
date1+ years exp

Mega Bank is seeking a New Accounts Representative who will be primarily responsible for explaining to prospective and existing customers the various types of depository products and services that the Bank offers. The ideal candidate will assist customers in all aspects of opening, using, and closing safe-deposit boxes and handle incoming telephone inquiries.

BankingCommercial Real EstateFinancial Services

Responsibilities

Establish proper identification of the new customer. Verify with Chex System, or equivalent to determine if the customer is eligible to open accounts with us. Consult with supervisor for approval if further approval is needed to open or refuse to open new accounts
Must maintain a good working knowledge of bank's existing, new products and services offered
Comply with all Bank policies in handling/opening all accounts including all interest and non-interest bearing accounts and safe deposit boxes
Answer all inquiries regarding interest rate, depository accounts, and other services that Bank offers. New Accounts Representative is also responsible to redirect all loan inquiries to the branch loan department
Filing new account reports, new/closed signature and new accounts documentation and information sheet
Perform other duties as needed and assigned by management

Qualification

Customer service skillsBanking experienceBilingual in ChineseAttention to detailBasic PC knowledgeMathematical skillsWritten communication skillsVerbal communication skillsCollaboration skills

Required

1 to 3 years of experience as a New Accounts Representative
Bilingual in Chinese and English
Excellent customer service and sales skills
Proven working experience in banking, personal banking, retail banking or financial services
Basic PC knowledge
Attention to detail and mathematical skills
Strong written, verbal and collaboration skills

Company

Mega Bank

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Mega Bank serves with deposit products, commercial real estate loans, construction loans, and commercial & industrial loans.
dateFounded in 2008
location
San Gabriel, California, USA
people-size51-200 employees
web-link
https://www.megabankusa.com

Funding

Current Stage
Growth Stage

Leadership Team

J
Julian Fong
CEO and President
Company data provided by crunchbase