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Senior New Accounts Rep

Company: Heritage Bank of Commerce
Location: Danville
Posted on: June 21, 2022

Job Description:

Senior New Accounts Rep
Posting Date: 05/09/2022
Location: Danville, CA
Department: Branch Operations


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. High school diploma or general education degree (GED); or three to five years related experience and/or training; or equivalent combination of education and experience.

Primary Responsibilities:

Provide exceptional customer service to all clients, prospective clients and Bank employees, in person, by electronic mail, and on the phone. Interact and establish rapport with all clients that conduct business in the branch. Display outstanding interpersonal skills and maintain a professional image at all times. Maintain a working knowledge of banking operations as it applies to the position. Follow proper procedures to mitigate risk to the bank. Follow bank policies and banking regulations. Conduct daily reviews of specified reports as required. Complete operations work accurately and efficiently.


The Senior New Accounts Representative is the employee in the branch who is primarily responsible for opening new accounts, and responding to client inquiries. This person is expected to maintain a superior knowledge of New Accounts and changing regulatory requirements. The Senior New Accounts/Client Service Representative may be involved in special projects related to systems upgrades, training and support of the regional staff. This person may be responsible for assisting clients with their depository transactions (cash and non-cash teller transactions).

Benefits include competitive salary, bonus plan, medical, dental, group life & long term care insurance, vision care reimbursement, 401(k), and tuition reimbursement program, and a health club allowance.

Keywords: Heritage Bank of Commerce, Danville , Senior New Accounts Rep, Other , Danville, California

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