New Accounts

COMMUNITY NATIONAL BANK•Midland, TX

3d•Onsite

About The Position

General Summary Under general supervision, but in line with established policies & procedures, provide a variety of service functions for customers. Answer customers’ questions and explain available products and services to best meet the needs of the customer. Principal Responsibilities and Duties Responsible for staying up to date on and complying with all applicable banking laws and regulations as well as CNB policies and procedures. Provide customers with an explanation of different account options and ownership type. Keep up to date on CNBs product knowledge and provide detailed explanations of all bank products and services. Ensure all new accounts are properly processed by preparing all the paperwork and assisting customers in signing the necessary documents. Open IRA and make customer aware of the various legal requirements. Process check orders. File copies of signature cards, death certificates, and corporate papers. Update and process all account maintenance such as name, address, and account signer changes. Initiate order for debit cards, and process documents for lost, closed, or stolen debit cards. Check customer information with the OFAC life. Process customers through CIP program. Maintain regular and punctual attendance. Work cooperatively with others. Work overtime as needed. Performs other duties as required or assigned which are reasonably within the scope of the duties in the job classification.

Requirements

Ability to establish and maintain cooperative working relationships with co-workers and the public.
Ability to work on computer and 10-key, as well as answer phones.
Ability to count large sums of money.
Make appropriate job decisions following standard office policies and past precedents.
Ability to adapt to technological changes and apply new knowledge to responsibilities.

Responsibilities

Provide a variety of service functions for customers.
Answer customers’ questions and explain available products and services to best meet the needs of the customer.
Responsible for staying up to date on and complying with all applicable banking laws and regulations as well as CNB policies and procedures.
Provide customers with an explanation of different account options and ownership type.
Keep up to date on CNBs product knowledge and provide detailed explanations of all bank products and services.
Ensure all new accounts are properly processed by preparing all the paperwork and assisting customers in signing the necessary documents.
Open IRA and make customer aware of the various legal requirements.
Process check orders.
File copies of signature cards, death certificates, and corporate papers.
Update and process all account maintenance such as name, address, and account signer changes.
Initiate order for debit cards, and process documents for lost, closed, or stolen debit cards.
Check customer information with the OFAC life.
Process customers through CIP program.
Maintain regular and punctual attendance.
Work cooperatively with others.
Work overtime as needed.
Performs other duties as required or assigned which are reasonably within the scope of the duties in the job classification.