New Account Specialist jobs in United States
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Park City Credit Union · 2 days ago

New Account Specialist

Park City Credit Union is seeking a New Account Specialist to join their team. The role involves opening new accounts and memberships, handling member debit card items, and performing account maintenance for members, while ensuring high levels of customer service and satisfaction.

BankingFinanceFinancial Services

Responsibilities

Open new accounts and memberships – including business, fiduciary, and personal
Handle member debit card items
Perform account maintenance for members
Handle complex member inquires and needs
Expand member share of wallet, and ensure strong e-service adoption
Handle all in-person member requests that are not performed on the teller line, except loan applications
Back-up the teller line
Create Raving Fan Experiences with every member helped!

Qualification

Customer service experienceSales goals achievementComplex transaction handlingAttendance recordPositive attitude

Required

Strong attendance record
Minimum of 1 year customer service experience
Proven ability to complete complex transactions and forms accurately
Positive attitude
Ability to achieve set sales goals
Willingness to go above and beyond service expectations for our members

Company

Park City Credit Union

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Park City Credit Union provides banking and financial products and services to its members in North Central Wisconsin.

Funding

Current Stage
Growth Stage

Leadership Team

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Val Mindak
CEO/President
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Shawn Achterberg
Chief Financial Officer
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Company data provided by crunchbase