New Account Representative



Advert ID




Job Type




Salary Range

Up to USD10.00/hr

No. of Openings


Branch Information

Nacogdoches, TX - (USA) 531 E. Main TX Nacogdoches , TX - 75961 Phone : 936-559-1220



Job Description

**Must have a minimum of 1 year banking experience

Assists consumer and business customers in their selection of various accounts, products and financial services available from the Bank; ensures cross-sell opportunities are presented in accordance with The Bank's Customer Service Standards.

Interviews customers to obtain information; establishes proper identification of new customers; determines need and extent of reference investigation.

Makes decisions regarding the opening of new accounts; assigns account numbers; completes forms requiring customer signature(s); checks credit history; accepts initial deposits; prepares all documents and items pertaining to checking accounts, savings accounts and certificates of deposit for processing.

Operates computer terminal or personal computer to process account activity, determine balances, and resolve problems within given authority.

May represent The Bank in various community, civic, and community reinvestment functions to further enhance the Bank's image and develop additional business.

Maintain confidentiality of all customer records, accounts and transactions.

Answer telephone promptly, following established Bank Telephone Courtesy Standards.

Input all new account information and changes accurately and in a timely manner.

Accept and process customer wire transfers, stop payments, and name and address changes.

Provide support for safe deposit area.

Assist customers in the set up and processing of contract collections and escrow accounts.

Assist customers in balancing checking and savings accounts.

Respond to and research customer inquiries in a timely manner, keeping customer informed of progress.

Participate in on-going training to improve product knowledge and service ability.

Participate in internal promotions for specific products and services.

Contribute to Excellent customer service and effective branch operations by offering new ideas that improve on current methods.

Interact with customers, co-workers, managers and supervisors, using effective listening and speaking skills.

Accept instructions and follow directions promptly and thoroughly.

Actively support and atmosphere of teamwork and enthusiasm.

Complete Certifications, Reconciliations and Branch Tests as assigned.

Participate in Service Plus Training as scheduled.

May back-up in Teller Operations as required.

Perform other duties as assigned by Management.