New Accounts Representative jobs in Mississippi
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
FT Loan Support/New Accounts
- First State Bank
-
Meridian, MS
FULL_TIME
-
Full-Time Loan Support/ New Accounts Representative
801 22nd Avenue
Meridian, MSBENEFITS INCLUDE
Qualifications - ONLY THOSE WHO MEET MINIMUM QUALIFICATIONS WILL BE CONSIDERED FOR EMPLOYMENT
*Starting pay $15.00 PH ($31,200) to $17.00 PH ($35,360)
*84% employee medical paid
*51% employee dental paid
*401(k) matching contributions
*Two bank-paid life plans, one with dependent coverage
* Bank-paid long-term disability
*Financial Savings Account (FSA) for pre-tax deductions to reimburse yourself for benefit expenses not covered by insurance
*Dependent Savings Account (DC) for pre-tax deductions to reimburse yourself for some child or adult daycare expenses
*Four weeks paid maternity/paternity/adoption leave
*401(k) Safe Harbor dollar-for-dollar matching contributions on 1st 3%, then 2% up to 5%. Employees are 100% vested in personal contributions.
*11 Paid holidays. Floating holidays offered if a holiday falls on a weekend.
*Paid vacation and sick time that may be used for immediate family members
*4 weeks Paid Parental Leave (maternity/paternity/adoption)
*3 days Grandparents Leave (maternity/paternity/adoption)
*Paid time off for annual Healthy You appointments
*Continuing education opportunities
*Subsidized gym memberships
*Annual performance bonus based on Bank earnings and employee tenure
*Advancement opportunities
* Banking experience in loan support or new accounts is preferred although other banking experience would be considered based on longevity in the position and job performance. Experiences requiring similar
skills are paralegal, insurance or with the appraisal process. Most important is a steady work history and at least one year customer service experience from any industry.;
* Knowledge of Bankway would be ideal;
* Essential skills moderate computer skills including a working knowledge of Word and Excel and math and reasoning abilities;
* Necessary skills include organizational, multi-tasking, prioritization, initiative, communications (verbal, written and interpersonal), the ability to work independently according to Bank policy and procedures,
the ability to meet deadlines, to offer assistance to others in a helpful manner and the ability to focus on a task in an open environment with the expectation of interruptions.
*Learned skills will be knowledge of Bank products and services to evaluate customer needs and assist with questions.
Primary Objective - To take care of the customer's banking needs with concern and knowledge of Bank products and services according to practice and procedure in a team-oriented environment.
A Loan Support/New Accounts Representative has a dual role in supporting a lender and customers throughout the lending process from start to finish and assisting customers with their new account (checking, savings, CD, IRAs) needs. The successful person embraces the challenges of the many responsibilities and performs them with confidence. Loan support serves as the liaison between the lender and customer and instills confidence in the Bank by being informed of the process and completing the many required documents correctly. The most successful loan support person is or becomes knowledgeable of the process to the level that they can handle the loan from start to finish with minimal oversight. The New Accounts role requires knowledge of the Bank's products and services to discern the customer's needs and provide efficient service.
Primary Responsibilities – To prepare or complete loan applications, renewal agreements and transaction tickets; assist or be responsible for clearing exceptions in compliance with regulatory guidelines; correspond with insurance companies to verify coverage; process credit reports and prepare adverse action notices; proof documents and verify all information before the loan is forwarded to Loan Operations or is closed; accept loan payments, transfer funds; responsible for customer and other correspondence and communications; assist customers by phone or in person with loan, new account, IRA and CD needs or by directing customers to the department that can best assist them; daily scan paperwork into the system; order checks, take debit card applications, perform account maintenance, and to speak knowledgeably about Online Banking, Bill Pay and Mobile Banking. New Accounts responsibilities include assisting customers with their new account (checking, savings, CDs, IRAs) needs by following established procedures, clearing exceptions (i.e. errors made during the opening process) in compliance with regulatory guidelines, ordering checks, creating debit cards, scanning paperwork, answering phones and assisting co-workers as needed.
Expectations are to perform all job duties and other responsibilities as assigned and to follow all safety rules and regulations.
Regular attendance according to the work schedule is necessary and essential as is receiving detailed information verbally, in person and by telephone. Extensive reading and computer use is expected the majority of the time.EEO/AAP/F/M/Disabled/Veteran - 23 Days Ago
Teller II, New Accounts - Ruleville, MS
- Southern Bancorp
-
Ruleville, MS
FULL_TIME
- Who We AreSouthern Bancorp is a different kind of bank. As a Community Development Financial Institution (CDFI), a special certification designated for institutions that serve predominantly underserve...
- Just Posted
Market Specialist Representative - MUSH Accounts
- Southern Company
-
Gulfport, MS
OTHER
- The MUSH (Municipal, Universities, Schools, Hospitals) Market Specialist position provides leadership in the system-wide development of strategies that drive positive sales, customer value, and extern...
- 23 Days Ago
Outside Sales Representative - New Albany, MS
- CSB
-
Albany, MS
FULL_TIME
- Come join our growing life insurance company. We are currently seeking outside sales representatives to join our final expense division! Our company provides seniors with the most well rounded insuran...
- 30 Days Ago
Patient Access Representative 1 New Roads Clinic
- St Dominic-Jackson Memorial Hospital
-
Jackson, MS
OTHER
- Job Title : Patient Access Representative 1 - Clinic Job Summary :Responsible for accurately registering patients in EMR including validating patient information, verification of insurance coverage, c...
- 14 Days Ago
Customer Service Representative - Retail - New Albany
- MaxxSouth Broadband
-
Albany, MS
FULL_TIME
- JOB SUMMARY The Customer Service Representative (CSR) is responsible for directly servicing the needs of the MaxxSouth residential customers with general information, billing, and promoting and sellin...
- 16 Days Ago
New Accounts Representative jobs at Popular Companies
New Accounts Representative
- Axelon Services Corporation
-
Islandia, NY
- Job Title: New Accounts Representative (Hybrid/ 4 days onsite) Location: Islandia, NY Shift: Mon - Fri, 8 AM to 5 PM Pay...
- 6/1/2024 12:00:00 AM
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...
- 6/1/2024 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...
- 5/30/2024 12:00:00 AM
Teller/New Accounts Representative
- Glacier Bancorp
-
Torrington, WY
- About The Role As a primary contact for bank customers, Tellers/New Accounts Reps are responsible for developing and ret...
- 5/30/2024 12:00:00 AM
Teller/New Accounts Representative
- Glacier Bancorp
-
Spanish Fork, UT
- About The Role Altabank, Division of Glacier Bank, is looking for a Part-time Teller/New Accounts Representative for our...
- 5/30/2024 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...
- 5/29/2024 12:00:00 AM
New Account Representative
- Glacier Bancorp, Inc.
-
Bozeman, MT
- About The Role Passionate, warm, inspiring? Raise your hand if that's you! First Security Bank is hiring an Accounts Spe...
- 5/29/2024 12:00:00 AM
New Accounts Representative I
- North Alamo Water Supply Corporation
-
Edinburg, TX
- Job Description Job Description Description of Duties: Provides superior quality customer service and a positive experie...
- 5/29/2024 12:00:00 AM
About Mississippi
Mississippi is bordered to the north by Tennessee, to the east by Alabama, to the south by Louisiana and a narrow coast on the Gulf of Mexico; and to the west, across the Mississippi River, by Louisiana and Arkansas.
In addition to its namesake, major rivers in Mississippi include the Big Black River, the Pearl River, the Yazoo River, the Pascagoula River, and the Tombigbee River. Major lakes include Ross Barnett Reservoir, Arkabutla Lake, Sardis Lake, and Grenada Lake with the largest lake being Sardis Lake.
Mississippi is entirely composed of lowlands, the highest point being Woodall Mountai...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for New Accounts Representative jobs
$32,320 to $39,964
Most Popular Cities in Mississippi 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