New Accounts Specialist

Join a vibrant team dedicated to efficient banking operations, customer satisfaction, and regulatory compliance. Within an environment that emphasizes collaboration and excellence, this role aids clients by expertly facilitating new account openings and modifications. The team thrives on attention to detail and outstanding service, contributing to the institution's reputation for dependable financial solutions. The mission focusses on seamless integration of banking products to meet diverse customer needs, supported by knowledgeable staff committed to growth and innovation.

What's In Store For You

This position offers opportunities for professional development within a supportive and well-structured work environment. Enjoy the benefit of a collaborative team and exposure to various banking projects and initiatives, setting the stage for career advancement within the financial services industry.

How You Will Make An Impact

• Facilitate the opening and servicing of new customer accounts, including checking, IRAs, and CDs.
• Conduct customer interviews and ensure proper documentation and compliance with state and federal regulations.
• Process teller transactions efficiently, operating within prescribed limits and authority.
• Assist in daily audit certifications and support internal branch campaigns for cross-selling banking products.
• Provide leadership to support staff and communicate effectively with management regarding training and service issues.
• Navigate complex problems and deliver excellent customer service by addressing inquiries and resolving issues promptly.

Do you have the expertise to lead in New Account Management?

• Minimum of 3 years' experience in account management within financial institutions or similar settings.
• Associate Degree in Business or equivalent professional experience.
• Deep understanding of account documentation and experience with retail and commercial banking services.
• Proficiency in using computer software including mainframe systems and word processing/spreadsheet applications.
• Strong communications skills, with the ability to effectively interact with customers and colleagues.
• Solid mathematical skills and ability to manage complex transactions accurately.