New Account Representative
HOMETOWN BANK NA•Friendswood, TX
•Onsite
About The Position
First contact for new customers to the bank and the contact for existing customers, making changes and opening additional accounts. Informs potential customers and existing customers of the bank's products and services. Directs customers and potential customers to the correct departments for assistance.
Requirements
- High school diploma or equivalent.
- Customer service experience.
Nice To Haves
- Banking Experience and working in Professional Environment of 2 years.
- Previous New Account experience.
- Multi-lingual capabilities, including Spanish, are a plus.
- Proficient in the Microsoft suite.
Responsibilities
- Opening Checking, Savings, Safe Deposit Boxes, CD’s, and IRA Accounts
- Learns all New Account documentation, disclosures, and software programs
- Learns HomeTown Bank's Policy, Procedure, Products & Services
- Learns federal regulations and state laws
- Scans documents
- Order Checks
- Maintains existing accounts
- Operate phone system
- Knowledge of General Ledger- processing ticket entries
- Customer Service Duties (including but not limited to) stop payments, wire transfers, closing accounts, debit card disputes
- Responsible for following the Code of Ethics policy
- Responsible for reporting any Code of Ethics/ Internal fraud violations
- Assist the Branch Manager and Lobby Services Managers
- All other duties as assigned
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
