What are the responsibilities and job description for the New Accounts Representative position at US Metro Bank?
Job Description
Job Description
POSITION OVERVIEW
The New Account Representative is responsible for selling financial products and services to customers.
POSITION RESPONSIBILITIES
- Opens all types of accounts offered by the Bank.
- Secures all needed documentation relative to the type account that is being opened
- Prepares new signature cards, etc., when an account has a change of authorized signatures
- Accepts and processes change of address request
- Uncover customer’s needs and recommend best products and services to meet their needs
- Processes new account and changes input to the computer
- Files signature cards and check file dividers
- Processes check orders and billing on check orders
- Orders endorsement stamps
- Pulls signature cards and checks file dividers on closed accounts
- Additional duties assigned by management
- Comply fully with all Bank policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Anti Money Laundering, Code of Conduct, and etc.). Must complete all required training
SKILLS / QUALIFICATIONS
EDUCATION / EXPERIENCE
