Position Summary

The New Accounts Representative is responsible for delivering exceptional customer service while assisting clients with opening and maintaining bank accounts. This role involves identifying customer needs, recommending appropriate banking products, and ensuring compliance with all regulatory and internal policies. The ideal candidate is detail-oriented, sales-minded, and skilled in building strong customer relationships.

Key Responsibilities
Open and process new customer accounts, including checking, savings, certificates of deposit (CDs), and other deposit products
Guide customers through account options and recommend products and services based on financial needs
Ensure all account documentation is accurate, complete, and compliant with bank policies and federal regulations (e.g., KYC, CIP)
Verify customer identity and perform due diligence to prevent fraud and mitigate risk
Cross-sell bank products such as credit cards, loans, and digital banking services
Maintain up-to-date knowledge of bank products, services, and promotions
Resolve customer inquiries and account-related issues in a timely and professional manner
Support branch operations, including assisting tellers or handling administrative tasks as needed
Build and maintain strong relationships with new and existing clients to promote customer retention
Qualifications
High school diploma or equivalent required; associate or bachelor’s degree in business, finance, or related field preferred
1–3 years of experience in banking, customer service, or sales environment preferred
Strong understanding of banking products and services
Knowledge of banking regulations (e.g., Anti-Money Laundering, Bank Secrecy Act) is a plus
Excellent communication, interpersonal, and problem-solving skills
Strong attention to detail and organizational skills
Proficiency in Microsoft Office and banking software systems
Key Competencies
Customer-focused mindset with a consultative approach
Sales and cross-selling ability
Accuracy and compliance awareness
Professionalism and integrity
Ability to work in a fast-paced environment
Work Environment
Primarily office/branch setting
May require standing for extended periods and interacting with customers throughout the day
Standard business hours with occasional Saturdays depending on branch operations

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.