New Accounts Specialist 2

Cornerstone Home LendingSweetwater, TX
Onsite

About The Position

We are searching for a full-time New Accounts Specialist II to join our team! You’ll be on the front end of working for an innovative community bank with commercial lending, a mortgage lending leader, and a digital deposit bank covering over 40 states. Success in this job relies on your time management skills, organization, and positive attitude.

Requirements

  • Strong attention to detail
  • 2-4 years of direct experience as a Personal Banker or similar financial services position.
  • Strong Customer service skills
  • Cash handling experience
  • Intermediate Excel skills (at minimum)
  • Must be a self-starter and able to demonstrate problem-solving and critical-thinking skills
  • Quick learner and adaptable
  • Excellent interpersonal and relationship-building skills
  • Effective oral and written communication skills

Responsibilities

  • Provide retail banking services to clients both in person and over the phone.
  • Using your strong financial acumen, you will provide suggestions and solutions to our clients including account openings, consumer lending, and money market products, while focusing on the client’s financial goals.
  • Demonstrate strong customer service through attentiveness, listening and connecting with customers, and processing transactions quickly and accurately while providing a positive banking environment.
  • Assist customers with debit card maintenance, creating and printing of debit cards.
  • Assist with digital banking needs, answer phones, and provide general financial services information.
  • Act in accordance with all required banking and regulatory requirements.
  • Process all necessary banking transactions including deposits, withdrawals, transfers, loan payments, GL tickets, originate wires, cashier’s checks, savings bonds, etc.
  • Successfully balance teller drawer daily and maintain and balance ATM as necessary.
  • Compile information and documentation for stop pays, account closings, and input information to the system.
  • Perform work under some supervision. Handles moderate issues and problems and refers more complex issues to higher-level staff. Possesses working knowledge of the subject matter.

Benefits

  • competitive salary
  • full benefits package
  • potentially a performance-based bonus

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

No Education Listed

Number of Employees

1-10 employees

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