New Account Representative- Wills Point, TX

THE CITY NATIONAL BANK • Wills Point, TX

11d • Onsite

About The Position

The New Account Representative collects required information from customers and completes the account set up process in accordance with bank policies and procedures. This process includes data input, verifying documentation, and assisting customers with various account services.

Requirements

• Excellent verbal and written communication skills.
• Ability to use professional telephone etiquette.
• Ability to maintain client confidentiality.
• Ability to multitask and manage interruptions politely.
• Ability to work independently and as part of a team.
• Minimum age 18
• Complete and pass all required training courses as assigned

Nice To Haves

• Bilingual preferred
• High school diploma or equivalent preferred
• Experience in a public office or bank setting preferred.

Responsibilities

• Warmly greets customers.
• Develops, organizes, and maintains files in a confidential manner.
• Enrolling customers and help them understand the various account types, company products, programs, and services.
• Helps customer with online banking and debit cards.
• Establish and maintain a trust-based relationship with customers and prospects.
• Manages risk in every customer interaction to detect fraudulent activity to prevent loss.
• Relieves or assists other new account staff as needed.
• Demonstrates initiative and commitment to continuous learning with the ability to adapt to change.
• Performs other duties as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED