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Mega Bank · 8 hours ago

New Account Representative (Bilingual Chinese)

Hacienda Heights, CA

Full-time

Onsite

Entry Level

1+ years exp

Mega Bank is seeking a New Account Representative who is bilingual in Chinese and English. The role involves establishing customer identification, maintaining knowledge of bank products, and complying with bank policies while assisting customers with inquiries and account openings.

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

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

Banking experienceBilingual in ChineseCustomer service skillsSales skillsMathematical skillsBasic PC knowledgeMicrosoft OfficeAttention to detailCollaboration skills