What are the responsibilities and job description for the Account representative position at Royal Business Bank?
JOB SUMMARY
Under general supervision and following established policies and procedures, provides new account services and customer assistance.
Complies with all regulations which apply within the scope of the position, including Bank Secrecy Act.
DUTIES
- Processes various new accounts transactions by ensuring proper documentation and identification; maintains existing accounts of all types and closes account as needed.
- Provides quality customer services including servicing existing customers, answering inquiries, recommending solutions to customer problems, ordering checks.
- Maintains files on status of accounts and prepares appropriate branch reports.
- Promotes and cross-sells the Bank's services and products.
- Trains Customer Services Representative in opening new accounts and performing all new account desk functions.
- Backs up supervisor duties as needed.
QUALIFICATIONS
EDUCATION : High school graduate or equivalent; some college business classes preferred but not mandatory.
EXPERIENCE : 2-3 years branch operations experience in a banking environment; thorough knowledge of Bank products and services.
SKILLS / ABILITIES
- PC literate
- Organized and detail-oriented
- Strong communication skills
- Bilingual (English / Spanish) may be required
WHY WORK FOR US?
Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, New York, New Jersey, Chicago and Hawaii.
We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to :
- Excellent management and communication skills
- Both written and verbal
- Ability to travel
- Ability to work effectively with all levels of management
- End-users and vendors.
Royal Business Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policies (GLBA Privacy Notice, California Consumer Privacy Act and Online Privacy) at our website .
Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.
Last updated : 2024-10-20
