Job ID: 1749333
OA Reference: mrnewaccountscsr
Job Title: New Accounts Customer Service Representative
Great Pay to $27.50/hr.
Location: Fremont CA.
Immediate need for a New Accounts Customer Service Representative seeking to work for a local bank.
The position is required to be knowledgeable and skilled in opening new consumer and complex business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations.
Responsibilities:
-Effectively interviews and profiles customers to recommend appropriate banking products and services
-Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed
-Generates new business to assist in meeting bank profitability and branch goals
-Open and support consumer and business checking, savings, CDs & IRAs
-Maintains thorough knowledge of bank products and services
-Maintains knowledge and stays abreast of applicable procedures, proper account titling, and required documentation
-Ensures all documentation is approved and uploaded in the core system
-Processes teller transactions as needed and maintains an excellent balancing record
-Responds to client inquiries and requests regarding account
-Adheres to Banking regulations, including but not limited to Bank Secrecy Act
-Provide expedient and courteous service to all clients both in person and on the phone
-Actively listens to customers and maintains a friendly, positive, professional attitude
-Proactively identify and retain "at-risk" customers
Skills and Experience:
-A minimum of 2 years banking teller experience is required
-Experience with opening consumer accounts and basic business accounts is required
-Minimum of two years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner
-Possesses working knowledge of basic banking regulations such as BSA and Information Security
-Must possess excellent judgment and the ability to accept responsibility and handle confidential information
-Must be proficient in using Word, Excel, and Outlook applications and banking programs
Don't miss out on this New Accounts Customer Service Representative Opportunity. Banking and Consumer Lending company. Great benefits. Apply for this great position as a New Accounts Customer Service Representative today!
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.
(none specified)