Oak Valley Community Bank ยท 1 day ago
New Accounts Representative- Roseville, CA Branch
Roseville, CA
Full-time
Onsite
Entry Level
$41K/yr - $55K/yr
1+ years expOak Valley Community Bank is opening a new branch in Roseville, CA, and is seeking a motivated New Accounts Representative to join their team. The role involves assisting new customers with account management, cross-selling products, and performing teller transactions while ensuring exceptional customer service.
BankingCommunitiesFinancial Services
Responsibilities
Open, maintain, and close various account types (checking, savings, IRAs, CDs, etc.)
Interview customers to understand their financial needs and recommend appropriate services
Cross-sell bank products and services, including safe deposit boxes
Process check orders, verify customer information, and maintain accurate records
Perform teller duties including cash handling, deposits, and withdrawals
Ensure compliance with bank policies and federal regulations (including BSA)
Provide excellent customer service and follow up on customer inquiries
Maintain a positive, solutions-oriented attitude and take initiative daily
Qualification
Required
High school diploma or GED
1+ year of experience in banking, or financial operations
Basic knowledge of banking regulations and compliance
Intermediate computer and typing skills
Strong math and cash handling abilities
Excellent verbal and written communication skills
Ability to work independently and manage time effectively
Preferred
Experience as a Teller or New Accounts Representative
Familiarity with ChexSystems and online check ordering
Proven ability to cross-sell financial products
Knowledge of general office practices and banking software systems
Company
Oak Valley Community Bank
Oak Valley Community Bank was founded in 1990 by a group of businessmen with a vision to make local banking available to its community.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
D
Dan Greene
VP Branch Manager
J
John Capri
VP Branch Manager
Recent News
Oak Valley Community Bank
2025-11-05
Oak Valley Community Bank
2025-10-23
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