New Accounts

THE BANK OF COMMERCE • Rexburg, ID

2d • Onsite

About The Position

The New Accounts Representative works in the Branch department and opens accounts, explains and processes investments and other financial services, and corrects customer records. The role interviews customers about their needs and available services, processes account information, responds to customer questions, investigates and corrects errors, and handles funds and wire transfers.

Requirements

• High school diploma or GED.
• One to three months of related experience and/or training.
• Ability to read and comprehend simple instructions, short correspondence, and memos; write simple correspondence; and present information effectively in one-on-one and small-group situations.
• Ability to add, subtract, multiply, and divide using whole numbers, common fractions, and decimals.
• Ability to apply common-sense understanding to detailed but uninvolved written or oral instructions and solve problems involving a few concrete variables in standardized situations.
• Demonstrated customer service, interpersonal, oral communication, ethics, organizational support, attendance, punctuality, and dependability competencies.

Responsibilities

• Interview customers to obtain information and explain available financial services, including savings and checking accounts, Individual Retirement Accounts, Certificates of Deposit, savings bonds, and securities.
• Rent safe deposit boxes.
• Type customer account information onto record cards or forms and enter it into the computer.
• Answer customer questions and investigate and correct errors using customer and establishment records.
• Present funds received from customers to the Teller for deposit and obtain a receipt for the customer.
• Execute wire transfers of funds.

What This Job Offers

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