Oak Valley Community Bank
New Accounts Representative- Sacramento, CA Branch
Oak Valley Community Bank - Sacramento, California, United States, 95828
Work at Oak Valley Community Bank
Overview
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Overview
New Accounts Representative- Sacramento, CA Branch
Join to apply for the
New Accounts Representative- Sacramento, CA Branch
role at
Oak Valley Community Bank New Accounts Representative- Sacramento, CA Branch
3 days ago Be among the first 25 applicants Join to apply for the
New Accounts Representative- Sacramento, CA Branch
role at
Oak Valley Community Bank Oak Valley Community Bank provided pay range
This range is provided by Oak Valley Community Bank. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$24.00/hr - $26.44/hr About The Role
The New Accounts Representative plays a crucial role in the banking sector by facilitating the onboarding of new clients and ensuring a seamless account setup process. This position is responsible for providing exceptional customer service while guiding clients through the various banking products and services available to them. The representative will work closely with clients to understand their financial needs and recommend appropriate solutions that align with their goals. Additionally, this role involves maintaining accurate records and ensuring compliance with regulatory requirements. Ultimately, the New Accounts Representative contributes to the growth of the bank by building strong relationships with clients and enhancing their overall banking experience.
Minimum Qualifications
High school diploma or equivalent. Previous experience in customer service or sales, preferably in a banking or financial services environment. Strong communication skills, both verbal and written.
Preferred Qualifications
Associate's degree in finance, business, or a related field. Experience with banking software and customer relationship management (CRM) systems. Knowledge of banking regulations and compliance requirements.
Responsibilities
Assist clients in opening new accounts by explaining the necessary documentation and procedures. Provide information on various banking products and services to help clients make informed decisions. Ensure all client information is accurately entered into the banking system and maintain up-to-date records. Address client inquiries and resolve any issues related to account setup or banking services. Collaborate with other departments to ensure a smooth transition for new clients and follow up on their satisfaction.
Skills
The required skills for this position include strong communication and interpersonal abilities, which are essential for effectively engaging with clients and understanding their needs. Attention to detail is crucial when entering client information and ensuring compliance with regulations. Problem-solving skills will be utilized daily to address client inquiries and resolve any issues that may arise during the account setup process. Preferred skills, such as familiarity with banking software, will enhance efficiency in managing client accounts and records. Overall, a combination of these skills will enable the New Accounts Representative to provide exceptional service and contribute to the bank's success. Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
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Join to apply for the
New Accounts Representative- Sacramento, CA Branch
role at
Oak Valley Community Bank New Accounts Representative- Sacramento, CA Branch
3 days ago Be among the first 25 applicants Join to apply for the
New Accounts Representative- Sacramento, CA Branch
role at
Oak Valley Community Bank Oak Valley Community Bank provided pay range
This range is provided by Oak Valley Community Bank. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$24.00/hr - $26.44/hr About The Role
The New Accounts Representative plays a crucial role in the banking sector by facilitating the onboarding of new clients and ensuring a seamless account setup process. This position is responsible for providing exceptional customer service while guiding clients through the various banking products and services available to them. The representative will work closely with clients to understand their financial needs and recommend appropriate solutions that align with their goals. Additionally, this role involves maintaining accurate records and ensuring compliance with regulatory requirements. Ultimately, the New Accounts Representative contributes to the growth of the bank by building strong relationships with clients and enhancing their overall banking experience.
Minimum Qualifications
High school diploma or equivalent. Previous experience in customer service or sales, preferably in a banking or financial services environment. Strong communication skills, both verbal and written.
Preferred Qualifications
Associate's degree in finance, business, or a related field. Experience with banking software and customer relationship management (CRM) systems. Knowledge of banking regulations and compliance requirements.
Responsibilities
Assist clients in opening new accounts by explaining the necessary documentation and procedures. Provide information on various banking products and services to help clients make informed decisions. Ensure all client information is accurately entered into the banking system and maintain up-to-date records. Address client inquiries and resolve any issues related to account setup or banking services. Collaborate with other departments to ensure a smooth transition for new clients and follow up on their satisfaction.
Skills
The required skills for this position include strong communication and interpersonal abilities, which are essential for effectively engaging with clients and understanding their needs. Attention to detail is crucial when entering client information and ensuring compliance with regulations. Problem-solving skills will be utilized daily to address client inquiries and resolve any issues that may arise during the account setup process. Preferred skills, such as familiarity with banking software, will enhance efficiency in managing client accounts and records. Overall, a combination of these skills will enable the New Accounts Representative to provide exceptional service and contribute to the bank's success. Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Banking Referrals increase your chances of interviewing at Oak Valley Community Bank by 2x Get notified about new New Account Representative jobs in
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Sacramento, CA $52,000.00-$72,800.00 1 month ago University Investigator (ETHICS AND CMPLNC PROFL 4)
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#J-18808-Ljbffr