New Accounts Representative Branch Banking Operations x2

Axiom Path, Inc.; Brea (CA); On-site; USD 42,000 - 62,000; Full time

Job summary

Axiom Path is assisting a global financial organization seeking a New Accounts Representative at our Brea, CA branch. The role focuses on opening and servicing consumer and business deposit accounts, maintaining accuracy, and delivering responsive service in a high-volume environment.

You will interview customers, verify documentation, process transactions, and provide guidance on banking products while ensuring regulatory compliance and strong risk management.

Qualifications

• 3+ years of new accounts, branch operations, financial-services sales, or related banking customer-service experience.
• Strong knowledge of consumer and business deposit accounts.
• Familiarity with fiduciary and corporate account documentation.

Responsibilities

• Open and service consumer and business deposit accounts such as checking and savings.
• Interview customers, verify ID, review requirements, and establish new accounts.
• Process account maintenance, transfers, and servicing requests.
• Operate a teller drawer and process deposits and withdrawals accurately.
• Identify opportunities to refer customers to additional banking products and services.
• Support branch controls, daily certifications, and audit-related activities.

Skills

New Accounts

Branch Operations

Financial Services Sales

Customer Service

Education

Associate degree in Business

Tools

Banking platforms

Spreadsheets

Word Processors

Job description

New Accounts Representative Branch Banking Operations x2

Brea, United States |

Axiom Path is an AI-first recruiting and staffing firm delivering RPO, MSP, and direct-hire solutions to enterprise clients across the U.S. Our team of experienced recruiters, supported by purpose-built automation, moves faster and communicates better so clients get qualified talent sooner and candidates get a clear, responsive process from first contact to start date.

Job Description

Be Part Of A High-Performing Team

Join a global financial organization built around long-term client relationships, integrity, customer service, and disciplined banking operations. The organization emphasizes a customer-first approach, collaboration, accuracy, compliance, and delivering high-quality financial solutions while maintaining strong risk-management standards.

This branch-based team supports both consumer and business banking customers with account servicing, transaction processing, problem resolution, and financial product support. The environment is highly customer-facing and requires professionals who can balance service, operational accuracy, regulatory compliance, and appropriate identification of additional banking needs.

What's In Store For You

• Engagement: W2 only (no C2C/1099).
• Full-time schedule of approximately 40 hours per week.
• Onsite opportunity in Brea, California.
• Exposure to consumer and commercial branch banking operations, including new accounts, teller transactions, audit support, customer service, and financial products.
• Opportunity to serve as an experienced branch resource while providing guidance to other branch service representatives.

How You Will Make An Impact

• Open and service consumer and business deposit accounts, including checking, savings, certificates of deposit, IRAs, and other account types.
• Interview customers, verify identification and required documentation, review references or account-opening requirements, and accurately establish new accounts.
• Process account maintenance, account changes, transfers, and related servicing requests.
• Operate a teller drawer and accurately process deposits, withdrawals, night-drop items, courier transactions, mail transactions, and other branch activity.
• Resolve customer questions, transaction discrepancies, and account servicing issues within established authority.
• Identify appropriate opportunities to introduce customers to additional banking products and services.
• Support branch operational controls, daily certifications, reporting, documentation, callbacks, recordkeeping, and audit-related activities.
• Follow applicable banking regulations, internal operational policies, security procedures, dual-control requirements, and teller standards.
• Provide day-to-day guidance to less-experienced branch service staff and communicate training or service concerns to branch leadership.

Requirements

Do You Bring Proven Success in New Accounts and Branch Banking Operations?

• 3+ years of new accounts, branch operations, financial-services sales, or related banking customer-service experience.
• Strong hands-on knowledge of opening and servicing consumer and business deposit accounts.
• Experience handling documentation for more complex account ownership structures, such as fiduciary and corporate accounts.
• Working knowledge of retail and commercial banking products, terminology, operating procedures, and applicable banking regulations.
• Teller experience with the ability to accurately count and balance currency, coin, and negotiable instruments.
• Ability to calculate account balances and interest and identify routine transaction or mathematical discrepancies.
• Comfortable using account-opening systems, banking platforms, spreadsheets, word-processing applications, and other branch technology.
• Strong interpersonal and customer-service skills, including the ability to resolve challenging or non-standard customer situations.
• Effective organizational and time-management skills with the ability to work independently under general supervision.
• Associate degree in Business or comparable professional experience.