New Accounts Specialist - Banking & Customer Service

Course Advisor, Inc.; United States; On-site; USD 30,000 - 50,000; Full time

Job summary

Course Advisor is looking for a New Accounts Clerk to interview individuals desiring to open accounts, explain available account services, and assist with applications. The ideal candidate will possess strong communication skills, exceptional understanding of financial services, and proficiency with various software tools. Responsibilities include compiling account information, answering customer queries, and ensuring customer satisfaction. This is an essential role for maintaining service standards in a financial institution.

Qualifications

• Understanding account services and assisting customers in applications.
• Ability to explain complex financial services clearly.
• Proficient in data entry and using related software.

Responsibilities

• Interview prospective customers wanting to open accounts.
• Compile and enter information about new accounts.
• Refer customers to appropriate bank personnel.

Skills

Active Listening

Speaking

Reading Comprehension

Service Orientation

Critical Thinking

Social Perceptiveness

Tools

Microsoft Excel

Microsoft Word

Microsoft Office

Microsoft PowerPoint

Email software

Accounting software

Job description

Course Advisor is looking for a New Accounts Clerk to interview individuals desiring to open accounts, explain available account services, and assist with applications. The ideal candidate will possess strong communication skills, exceptional understanding of financial services, and proficiency with various software tools. Responsibilities include compiling account information, answering customer queries, and ensuring customer satisfaction. This is an essential role for maintaining service standards in a financial institution.