What are the responsibilities and job description for the New Accounts Representative Expert position at Jobleads-US?
Company Overview:
Heritage Bank is a leading financial institution that prides itself on providing exceptional customer service and innovative banking solutions.
The Shoreline Branch is seeking a highly skilled New Accounts Representative to join their team. This exciting opportunity will enable the successful candidate to make a real impact in the lives of customers and help them achieve their financial goals.
Job Description:
The New Accounts Representative will play a crucial role in building and maintaining strong relationships with customers and prospective customers through exceptional customer service and sales standards.
Key responsibilities will include opening new accounts, growing and cross-selling business transaction accounts, as well as all bank products and services.
The ideal candidate will possess excellent communication skills, be detail-oriented, and have a solid understanding of core processing systems.
BUILD STRONG RELATIONSHIPS WITH CUSTOMERS AND PROSPECTIVE CUSTOMERS THROUGH ESTABLISHED CUSTOMER SERVICE AND SALES STANDARDS.
OPEN NEW ACCOUNTS IN ACCORDANCE WITH ALL ACCOUNT OPENING AND ACCOUNT OWNERSHIP VERIFICATION PROCEDURES AND COMPLIANCE REQUIREMENTS.
GROW AND CROSS-SELL BUSINESS TRANSACTION ACCOUNTS AS WELL AS ALL BANK PRODUCTS AND SERVICES.
PARTNER WITH OTHER LINES OF BUSINESS TO MEET CUSTOMER NEEDS AND TO ACHIEVE ESTABLISHED PRODUCTION GOALS.
Required Skills and Qualifications:
To succeed in this role, you will need to demonstrate a strong working knowledge of new account documentation and compliance in a financial services industry.
A minimum of 1 years recent new accounts and relationship selling experience is required, with a proven track record of achieving sales targets and building strong customer relationships.
You will also need to possess excellent written and oral communication skills, as well as the ability to read, write, speak, and understand English fluently.
A valid driver's license and access to reliable transportation are also essential for this role.
Benefits:
As a valued member of the Heritage Bank team, you can expect a competitive salary range, comprehensive benefits package, and opportunities for career growth and development.
We offer a total rewards package that includes base salary based on the role, experience, and skill set, as well as an exceptional benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and generous time off policy.
Full-time team members receive a minimum of 10 paid vacation days annually* and eight hours of paid sick leave per month*, while also enjoying 11 paid holidays each calendar year, and an annual float day.
*Pro-rated from start date, and/or hours worked.
