New Accounts Representative- Full-Time

Oak Valley Community Bank; Sonora (CA); On-site; USD 28,000 - 40,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Retirement with employer match

Paid time off

Job summary

Oak Valley Community Bank is seeking a New Accounts Representative in Sonora, CA to deliver exceptional service and comprehensive banking support. The role focuses on opening and maintaining consumer deposit accounts, guiding customers through options, and building lasting relationships.

The position requires a high school diploma or GED and at least one year in a financial, customer-service, sales, or operations role, with strong communication and math skills.

Qualifications

• High school diploma or GED required, with at least one year of experience in a financial institution, customer service, sales, or operations role.
• Ability to communicate effectively with customers and coworkers in writing and speech.
• Working knowledge of banking operations and basic math to balance accounts and handle cash.

Responsibilities

• Open, maintain, and service consumer deposit accounts, including checking, savings, CDs, and IRAs.
• Guide customers through account options and recommend banking products and services that meet their needs.
• Build strong customer relationships by providing responsive, knowledgeable, and personalized service.
• Accurately process account transactions and maintain customer records in line with bank policies.
• Perform teller transactions, including deposits, withdrawals, payments, and cash handling.
• Process check orders, assist with safe deposit box access, and coordinate referrals to banking specialists.
• Ensure compliance with regulatory requirements and bank policies while safeguarding customer information.

Skills

Customer service

Communication skills

Sales ability

Cash handling

Math proficiency

Banking operations

Education

High school diploma or GED

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

New Accounts Representative- Full-Time

Sonora, CA, US

Salary Range: $20.67 To $28.85 Hourly

Join Our Team as New Accounts Representative!

Position Title: New Accounts Representative
Department: Retail Banking Group
Reports To: Customer Service Manager
FLSA Status: Non-Exempt- Full-Time
Location: Sonora East, CA

Salary Range:$20.67 – $28.85 per hour (good-faith estimate upon hire)

Additional Compensation: This position includes eligibility for quarterly incentives and employees may be considered for annual performance-based salary increases; eligibility and amount are determined by individual performance and business needs

Total Compensation:In addition to base pay, this position may be eligible for quarterly incentive compensation, including performance-based salary increases. Oak Valley Community Bank also offers a comprehensive benefits package that includes medical, dental, vision, retirement savings with employer match, paid time off, and other voluntary benefits. Final compensation will be based on skills experience, and internal equity.

Join Our Team as New Accounts Representative!

Are you ready to embark on a rewarding journey in banking? As a New Accounts Representative , you'll play a pivotal role in our branch, ensuring seamless account management and exceptional customer service.

• Open, maintain, and service consumer deposit accounts, including checking, savings, CDs, and IRAs.
• Guide customers through account options and recommend banking products and services that best meet their needs.
• Build strong customer relationships by providing responsive, knowledgeable, and personalized service.
• Accurately process account transactions and maintain customer records in accordance with bank policies and procedures.
• Perform teller transactions, including deposits, withdrawals, payments, and cash handling activities.
• Process check orders, assist with safe deposit box access, and coordinate referrals to banking specialists when appropriate.
• Ensure compliance with regulatory requirements, bank policies, and security procedures while safeguarding customer information.
• Education and Relevant Experience
  High school diploma or GED required, with at least one year of experience in a financial institution, customer service, sales, or operations role—or an equivalent combination of education and experience.
• Customer Communication and Problem‑Solving Skills
  Demonstrated ability to communicate effectively with customers and coworkers, both verbally and in writing, and to apply common sense and judgment when handling non‑routine situations or customer issues.
• Basic Banking and Math Proficiency
  Working knowledge of banking operations and policies, basic math skills including the ability to calculate interest, balance accounts, and accurately count cash and negotiable instruments.

Preferred Requirements:

• Experience Opening and Servicing Deposit Accounts
  Prior experience opening consumer deposit accounts (e.g., checking, savings, IRAs, CDs), distributing required disclosures, placing Reg CC holds, processing check orders, and completing documentation in accordance with bank policies.
• Sales, Cross‑Selling, and Relationship‑Building Skills
  Demonstrated ability to identify customer needs, cross‑sell bank products and services, make appropriate referrals, and build long‑term customer relationships through effective follow‑up and service excellence.
• Cash Handling and Teller Operations Experience
  Working knowledge of teller functions including processing deposits and withdrawals, cashing checks, verifying signatures and authentication, admitting customers to safe deposit vaults, and balancing cash in a high‑volume environment.

This position complies with the California Equal Pay Act and SB 642 requirements. Compensation decisions are based on experience, skills, and business needs, without regard to sex, gender identity, gender expression, race, or any other protected characteristic.