Oak Valley Community Bank · 1 day ago
New Accounts Representative- Full-Time
Patterson, CA, US
Full-time
Onsite
New Grad, Entry Level
$19.71/hr - $26.44/hrOak Valley Community Bank is seeking a New Accounts Representative to join their Retail Banking Group. In this role, you will manage account openings, maintenance, and closures, while providing exceptional customer service and building strong relationships with clients.
BankingCommunitiesFinancial Services
Responsibilities
Disclosure Distribution: Before opening an account, you'll provide customers with all necessary disclosures
Customer Interviews: You'll interview customers, explaining available financial services and tailoring solutions to their needs
Efficient Follow-Up: By tracking personal information, you'll build lasting relationships and follow up promptly
Accurate Data Entry: Account details obtained from customers will be accurately entered into our systems
Referrals and Clearances: When customers seek additional services, you'll refer them to the right staff and obtain necessary clearances
Check Orders and Safe Deposit Vaults: Managing check orders and admitting customers to safe deposit vaults will be part of your routine
Uncollected Funds: You'll place new account uncollected funds on hold and notify customers
Teller Transactions: Fulfilling Customer Service Representative duties, including processing teller transactions, will be part of your role
Cash Handling: Verifying signatures and ensuring authentication measures are met when cashing checks or disbursing funds
Qualification
Required
Handle the opening, maintenance, and closure of various account types
Engage with customers, explain financial services, and guide them through the account setup process
Cross-sell the bank's products and services
Manage safe deposit boxes
Accurately record account information and address customer inquiries
Obtain necessary clearances and adhere to established procedures
Provide customers with all necessary disclosures before opening an account
Interview customers, explaining available financial services and tailoring solutions to their needs
Track personal information to build lasting relationships and follow up promptly
Accurately enter account details obtained from customers into systems
Refer customers seeking additional services to the right staff and obtain necessary clearances
Manage check orders and admit customers to safe deposit vaults
Place new account uncollected funds on hold and notify customers
Process teller transactions as part of Customer Service Representative duties
Verify signatures and ensure authentication measures are met when cashing checks or disbursing funds
Benefits
Eligibility for quarterly incentives
Annual performance-based salary increases
Comprehensive benefits package
Medical
Dental
Vision
Retirement savings with employer match
Paid time off
Other voluntary benefits
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.
Founded in 1990
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
D
Dan Greene
VP Branch Manager
J
John Capri
VP Branch Manager
Recent News
2026-01-13
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