Senior New Accounts Rep
Company: Heritage Bank of Commerce
Location: Danville
Posted on: June 21, 2022
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Job Description:
Senior New Accounts Rep
Posting Date: 05/09/2022
Location: Danville, CA
Department: Branch Operations
Qualifications:
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.
Summary:
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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