New Accounts Representative- Full-Time

Job Description

Job Description

Join Our Team as New Accounts Representative!

Position Title: New Accounts Representative
Department: Retail Banking Group
Reports To: Customer Service Manager
FLSA Status: Non-Exempt- Full-Time
Location: Patterson, CA

Salary Range: $19.71 – $26.44 per hour (good-faith estimate upon hire)

Additional Compensation: This position includes eligibility for quarterly incentives and employees may be considered for annual performance-based salary increases; eligibility and amount are determined by individual performance and business needs

Total Compensation: In addition to base pay, this position may be eligible for quarterly incentive compensation, including performance-based salary increases. Oak Valley Community Bank also offers a comprehensive benefits package that includes medical, dental, vision, retirement savings with employer match, paid time off, and other voluntary benefits. Final compensation will be based on skills experience, and internal equity.

Join Our Team as New Accounts Representative!

Are you ready to embark on a rewarding journey in banking? As a New Accounts Representative, you'll play a pivotal role in our branch, ensuring seamless account management and exceptional customer service.

Position Highlights:

• Account Expertise: You'll handle the opening, maintenance, and closure of various account types. From savings and checking accounts to Individual Retirement Accounts (IRAs) and Certificates of Deposit (CDs), you'll be the go-to person for our customers.

• Customer Relations: Building strong relationships is your forte. You'll engage with customers, explain financial services, and guide them through the account setup process.

• Sales Enthusiast: Cross-selling our bank's products and services will be second nature to you. Plus, you'll manage safe deposit boxes, ensuring our clients' valuables are secure.

• Detail-Oriented: Accuracy matters. You'll meticulously record account information, address customer inquiries, and rectify any errors.

• Compliance Champion: Navigating regulatory requirements is part of your skill set. You'll obtain necessary clearances and adhere to established procedures.

Essential Duties:

1. Disclosure Distribution: Before opening an account, you'll provide customers with all necessary disclosures.

1. Customer Interviews: You'll interview customers, explaining available financial services and tailoring solutions to their needs.

1. Efficient Follow-Up: By tracking personal information, you'll build lasting relationships and follow up promptly.

1. Accurate Data Entry: Account details obtained from customers will be accurately entered into our systems.

1. Referrals and Clearances: When customers seek additional services, you'll refer them to the right staff and obtain necessary clearances.

1. Check Orders and Safe Deposit Vaults: Managing check orders and admitting customers to safe deposit vaults will be part of your routine.

1. Uncollected Funds: You'll place new account uncollected funds on hold and notify customers.

1. Teller Transactions: Fulfilling Customer Service Representative duties, including processing teller transactions, will be part of your role.

1. Cash Handling: Verifying signatures and ensuring authentication measures are met when cashing checks or disbursing funds.

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This position complies with the California Equal Pay Act and SB 642 requirements. Compensation decisions are based on experience, skills, and business needs, without regard to sex, gender identity, gender expression, race, or any other protected characteristic.