New Accounts

AMERISTATE BANK • Atoka, OK

1d • Onsite

About The Position

As a New Accounts Representative, you will be the first point of contact for potential customers. Your role is essential in building lasting relationships and ensuring that our clients feel valued and understood. You will be responsible for opening new accounts, providing exceptional customer service, and supporting our banking products and services.

Requirements

• Strong communication, problem-solving, and organizational skills.
• Ability to work independently and as part of a team.
• Accuracy in handling customer information and transactions is critical.
• Familiarity with banking software and ability to quickly learn new technology platforms.
• High school diploma or equivalent required

Nice To Haves

• Prior experience in banking, customer service, or retail is preferred, but not required. We will train the right candidate.
• Some college or related coursework in business or finance is a plus.

Responsibilities

• Greet customers warmly, listen to their banking needs, and provide personalized solutions.
• Assist customers in opening various types of accounts (checking, savings, certificates of deposit, etc.) and guide them through the process efficiently and accurately.
• Stay informed about the bank's products and services (e.g., loans, credit cards, online banking) to make recommendations based on customers' needs.
• Ensure all customer documents are properly completed, adhering to bank policies, procedures, and regulatory requirements.
• Address customer inquiries and resolve issues regarding account management, account features, or services.
• Identify opportunities to refer customers to other departments for additional products or services, such as mortgages, personal loans, or business banking solutions.
• Participate in community events and develop relationships with local businesses to promote the bank’s presence and offerings.

What This Job Offers

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