New Account Representative - San Gabriel, United States - American Plus Bank

Description

DUTIES
Under supervision and following established policies and branch procedures to provide customer service support including the following functional duties:

• Process various new accounts (DDA, SAV, COD and Safe Deposit Box) by ensuring proper documentation and identification according to the bank's operations policy and BSA policy; perform OFAC check and ChexSystem
• maintain existing accounts of all types and close account as needed.
• Ensure customer information are input to Deposit Pro to produce Signature card and disclosures for customers.
• Ensure CIP/CDD forms are completed and input to Navigator and Patriot Officer System.
• Mail out Time Deposit Approaching Renewal Notice two weeks ahead to customers.
• Mail out Renewed Time Deposit after renewal to customers.
• Review "Opened and Closed" of DDA, SAV, COD Account", Reports daily from Director.
• Review "Matured Time Deposit and Automatically Renewed" Reports daily from Director.
• Ensure all new account documents are submitted to Supervisor for call back the next day.
• Accept "Change of Address" request, input to Navigator and update Signature Card.
• Provide "Notice of Hold" on Newly opened accounts to customers and input to Navigator.
• File new account signature and documents after completion.
• Provide quality customer services including servicing existing customers, answering inquires, recommending solutions to customer problems, ordering checks.
• Develop new depository relationship, including business and personal accounts.
• Maintain files on status of accounts and prepare appropriate branch reports.
• Promote and crosssell the Bank's services and products.
• Train Customer Services Representative in opening new accounts and performing all new account desk function.
• Answer inquires and direct customers to the proper department for further bank services.

Accept other duties as deemed appropriate by supervisor.


QUALIFICATIONS

Education:
High school diploma or equivalent with some college business classes helpful.


Experience:2-3 years new account and/or operations experience in a banking environment. Thorough knowledge of Bank products and services.


Skills/ Ability:
PC literate, typing, and ten key proficient. Proficient in math, detail oriented, strong communication skills, and ability to function in a team environment. Bilingual (English/Mandarin or Cantonese) preferred.


Pay:
From $20.00 per hour

Expected hours: 40 per week


Benefits:

• 401(k)
• 401(k)

matching

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Ability to Relocate:

• San Gabriel, CA: Relocate before starting work (required)

Work Location:
In person