New Accounts Representative jobs in Texas
New Accounts Representative opens a variety of new accounts for customers including checking, IRA, CD and others. Collects required information from new account customers and completes account set up process including data input, verifying references, and documentation. Being a New Accounts Representative provides information and answers questions regarding interest rates, fees, and bank policies. May complete process to transfer accounts for customers. Additionally, New Accounts Representative makes appropriate referrals to cross-sell a variety of bank services. May require an associate degree. Typically reports to a supervisor or manager. The New Accounts Representative possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. May require 0-1 year of general work experience. (Copyright 2024 Salary.com)
Recently Added New Accounts Representative jobs
Comptroller - Customer Service Representative (Tyler)
- Texas Comptroller of Public Accounts
-
Tyler, TX
FULL_TIME
-
Applications must be filed at
https://capps.taleo.net/careersection/304/jobdetail.ftl?job=00042465&tz=GMT-05:00&tzname=America/Chicago
Are you ready to grow, make a positive impact? If you are seeking to gain knowledge, build your career, and network among goal-oriented professionals, this is the place for you!
Innovation, collaboration, and a commitment to excellence best describes the culture here at the Comptroller’s Office. We take pride in the work we do serving as Texas' accountant, tax collector, treasurer, and much more! The Comptroller’s office serves virtually every citizen in the state. As Texas’ chief tax collector, accountant, revenue estimator, treasurer and purchasing manager, the agency is responsible for writing the checks and keeping the books for the multi-billion-dollar business of state government.
Our agency workforce is as diverse as the people of Texas we serve. We value our employees and take very seriously our collective commitment to public service. Personal development opportunities are strongly encouraged through available workshops, teambuilding exercises, and on the job training. We offer flexible scheduling that helps employees maintain a healthy work-life balance.
ABOUT THE Division
Join the Enforcement Division team as a Customer Service Representative! Work involves performing funds control functions as office cashier, disseminates information, responds to public inquiries for information, and maintains filing systems. This job is a position of public trust and requires a high degree of confidentiality in handling taxpayer records, information, and payments. Employees at this level may also assist others in performing job duties of greater complexity.
Qualifications
Minimum Qualifications- Graduation from an accredited high school or successful completion of the General Educational Development test (GED).
- 2 years of experience performing clerical office and/or administrative support work.
- 2 years of experience using Microsoft Word and Excel.
- 2 years of experience using a multi-line telephone.
- 1 year experience handling cash and non-cash transactions.
- 1 year experience preparing bank deposits for a business.
- Past workforce history or Career and Technical Education (CTE) experience or Career Pathway Program Experience.
- Education requirement may be substituted with up to four (4) years of related experience.
- Thirty semester hours from an accredited college oruniversity.College credit may substitute for one year of the administrative support or clerical work experience requirement ona year-for-year basis with a maximum substitution of two years.
- A valid Texas (or state of residency) driver’s license and a satisfactory driving record are a condition of employment. Applicants offered an interview must present the following documents at or before the interview: A state issued driving record for the last 36 months; valid Texas driver’s license (or state of residency driver’s license); and current proof of automobile insurance.
Knowledge of:- Microsoft Office email software, internet, and mainframe functions to research, prepare management reports, complete forms, and letters, and perform mail merges.
- Multi-line telephone system.
- Standard office practices and procedures involved in providing professional administrative services.
- Records retention policies and procedures.
- Using a personal computer in a Windows environment to support office staff; access agency and division databases, systems, and mainframe functions; and access Microsoft Word and Excel to create various business documents.
- Maintaining established office filing, inventory, and supply systems.
- Documenting payments on an automated and/or mainframe system.
- Answer and route calls in a timely, polite, and professional manner.
- Take complete, accurate and thorough messages.
- Adhere to approved work schedule and maintain attendance and punctuality.
- Work in a complex, high-volume, and confidential business environment.
- Develop and maintain accurate and comprehensive files/records in accordance with state and divisional retention schedules.
- Develop and implement administrative procedures and to evaluate their effectiveness and to interpret rules, regulations, policies, and procedures.
- Use various office equipment, such as a copier, fax, and/or calculator.
- Learn new concepts and apply knowledge appropriately.
- Attend and participate in special projects and mandatory training located in local and/or out-of-town locations.
At the Comptroller's office, we know potential employees are looking for more than just a paycheck. The agency offers a strong benefits package for you and your family. Insurance, retirement plans, and a flexible work schedule are just the start. See our benefits offering
If you are seeking to gain knowledge, build your career, and network among goal-oriented professionals, this is the place for you!
MILITARY PREFERENCE
To receive MILITARY PREFERENCE, you are required to provide proof by attaching the necessary documentation to this job application.
Military Occupational Specialty (MOS) codes that may correspond to the state classification title for this position are listed on State Auditor’s Office Job Descriptions .
https://hr.sao.texas.gov/CompensationSystem/JobDescriptions
click on the occupational category for the position
Additional MOS can be found at the State Auditor’s Office,
Military Crosswalk Guide .
https://tvc.texas.gov/ provides helpful employment information
For assistance translating your military experience and training courses into civilian job terms, qualifications/requirements and skill sets click on following links,
Skills
O*NET
Careeronestop
Applications submitted through Work In Texas:
Work In Texas (WIT) applicants must complete the supplemental questions to be considered for the posting. To complete the supplemental questions please go to CAPPS Recruit to register or login and access your profile.
The Comptroller’s Office is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity. - 4 Days Ago
Comptroller - Customer Service Representative (Tyler)
- COMPTROLLER OF PUBLIC ACCOUNTS
-
Tyler, TX
FULL_TIME
- This job offer is not available in your country. Comptroller - Customer Service Representative (Tyler)(00042465) Organization COMPTROLLER OF PUBLIC ACCOUNTS Primary Location Texas-Tyler Work Locations...
- 5 Days Ago
New Accounts Representative I
- North Alamo Water Supply Corporation
-
Edinburg, TX
FULL_TIME
- Job DescriptionDescription of Duties:Provides superior quality customer service and a positive experience for all North Alamo Water Supply Corporation customers and visitors. Explains privileges and o...
- 8 Days Ago
New Accounts Representative
- Citizens Bank
-
Kountze, TX
FULL_TIME
- Responsible for opening new checking, savings, certificates of deposits and safe deposit accounts for individuals, businesses, and organizations. Will also be responsible for updating and making chang...
- 17 Days Ago
Accounts Examiner III (00040267)
- Texas Comptroller of Public Accounts
-
Austin, TX
FULL_TIME
- Applications must be filed at https://capps.taleo.net/careersection/304/jobdetail.ftl?job=00040267&tz=GMT-05:00 About the Comptroller’s Office Innovation, collaboration, and a commitment to excellence...
- 2 Months Ago
Accounts Payable Manager (Partial Remote) - Accounts Payable
- Accounts Payable - UTMB Health Careers
-
Galveston, TX
FULL_TIME
- Minimum Qualifications: Bachelor’s degree in accounting, business, or equivalent and six years of related experience. Job Summary: The Accounts Payable Manager is responsible for managing all AP and P...
- 21 Days Ago
New Accounts Representative jobs at Popular Companies
New Account Representative
- First Security Bank Bozeman
-
Bozeman, MT
- About the Role: Passionate, warm, inspiring? Raise your hand if that's you! First Security Bank is hiring an Accounts Sp...
- 6/11/2024 12:00:00 AM
Float Teller/New Accounts Representative
- Altabank
-
American Fork, UT
- About the Role: Altabank, Division of Glacier Bank, is looking for a part-time Float Relationship Banker to embody our V...
- 6/11/2024 12:00:00 AM
Insurance Account Representative - State Farm Agent Team Member
- Cameron Garcia - State Farm Agent
-
Hondo, TX
- Job Description Job Description Benefits: Salary Plus Commission Health Stipend 401(k) matching Paid time off Signing bo...
- 6/11/2024 12:00:00 AM
New Accounts Representative
- National Company
-
Tulsa, OK
- Job Description Job Description We are seeking a New Account Representative to help our growing office! Hours are Monday...
- 6/9/2024 12:00:00 AM
Teller/New Accounts Representative
- Altabank
-
Preston, ID
- About the Role: Altabank, Division of Glacier Bank, is looking for a Part-time Teller/New Accounts Representative for ou...
- 6/8/2024 12:00:00 AM
New Accounts Representative
- City Connect LLC
-
Beaverton, OR
- Job Description Job Description As a Booking Acquisition specialist or New Accounts Representative, your role is to help...
- 6/8/2024 12:00:00 AM
New Accounts Representative
- Nelson Connects
-
Vallejo, CA
- Job Description Job Description As a New Accounts/CSR III, you'll be the go-to expert in opening new consumer and basic ...
- 6/7/2024 12:00:00 AM
Sales Manager
- Maria F Alawi State Farm Agency Cor
-
Wayne, NJ
- Job Description Job Description Job description Our very successful State Farm Insurance Agency is rapidly growing and n...
- 6/7/2024 12:00:00 AM
About Texas
Texas (/ˈtɛksəs/, locally /ˈtɛksɪz/; Spanish: Texas or Tejas Spanish pronunciation: [ˈtexas] (listen)) is the second largest state in the United States by both area and population. Geographically located in the South Central region of the country, Texas shares borders with the U.S. states of Louisiana to the east, Arkansas to the northeast, Oklahoma to the north, New Mexico to the west, and the Mexican states of Chihuahua, Coahuila, Nuevo León, and Tamaulipas to the southwest, while the Gulf of Mexico is to the southeast.
Houston is the most populous city in Texas and the fourth largest in the...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for New Accounts Representative jobs
$35,552 to $43,965
Most Popular Cities in Texas for New Accounts Representative Jobs
What does a New Accounts Representative do?
New Accounts Representative in Canton, OH
New accounts clerks interview people who want to open accounts in financial institutions.
December 28, 2019
New Accounts Representative in Appleton, WI
New accounts representatives work with clients interested in opening accounts with financial institutions, such as banks or credit unions.
December 29, 2019