New Accounts Representative - Corona, United States - Chino Commercial Bank, N.A.

Description

:


INTRODUCTION
We welcome you to join our
Chino Commercial Bank Team

We are currently seeking for a
New Accounts Representative who is passionate, driven, collaborative, and solutions minded individual to join our team.

We are dedicated in creating a championing environment where you can grow and thrive.

Our Mission is to provide exceptional customer service to make a difference in the lives of our customers and communities.

SUMMARY

The position of New Accounts Representative is required to be fully knowledgeable and skilled in the areas of New Accounts, teller, vault, safe deposit and branch operations, and is expected to provide leadership, training and support to less experienced tellers and other staff members.

The position of New Accounts Representative is also responsible for performing routine and intermediate branch and customer services duties; accepts retail and commercial checking and savings deposits; processes loan payments; cashes checks and savings withdrawals; assists with night depository duties; promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services.

New Accounts Representative must maintain compliance within audit, internal controls, security, BSA, and CTR standards.


Requirements:


ESSENTIAL DUTIES

• Opens New Accounts by assigning account numbers; completes forms requiring customer signature(s); checks Chexsystem history; accepts initial deposits; prepares all documents and items pertaining to checking accounts, savings accounts and certificates of deposit for processing.
• Receives retail and commercial checking and savings deposits by determining that all necessary deposit documents are in proper form, and issuing receipts.
• Confirms all necessary documents are properly authorized, are in proper form and are within authorized limits; should be able to make decisions when questionable items are presented for cashing; if uncertain, will seek assistance from immediate supervisor.
• Assists with night depository duties; logging bags, processing deposits, making change orders, issuing receipts and returning bags to customers.
• May assist in opening and closing the vault daily; assists in balancing vault currency and coin.
• Operates computer terminal or personal computer to process account activity, determine balances, and resolve problems within given authority.
• Cashes checks, savings withdrawals and makes cash advances; confirms all necessary documents are properly authorized, are in proper form and are within authorized limits; should be able to make decisions when questionable items are presented for cashing; if uncertain, will seek assistance from immediate supervisor.
• Crosssells the Bank's other products and services, referring customers to appropriate staff as indicated.
• Assists with safe deposit duties by opening accounts, controlling access, assisting customers and processing affiliated reports.
• May receive and process stop payment and hold orders.
• May accept loan, installment and collection payments.
• Provides effective customer service and assists in resolving problems within given authority.
• Records, files, microfilms, updates information and sorts mail or reports as required.
• Assists in answering telephones and directs callers to proper Bank personnel.
• May gather data and process various reports (e.g., currency transaction, returned items, overdrafts, callbacks, etc.)
• Processes address changes check and deposit slip orders, endorsement stamp orders. Assists with other operational duties as assigned.
• May type routine letters, reports and forms.
• Maintains files, copies and faxes documents, and may assist in ordering and distributing supplies.

SECONDARY DUTIES
The position of New Accounts Representative performs duties specific to the position and other functions as assigned.


SUPERVISORY RESPONSIBILITY

The position of New Accounts Representative is not responsible for the supervision of any employee(s), however the incumbent is required to provide leadership, training and support to less experienced tellers and other staff members.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.

Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.

The environment for this position is an open office that is mostly clean and comfortable.

The employee is in a non-confined office-type setting in which he or she is free to move about at will.

While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or finger, handle, or feel objects, tools or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms; climb or balanc