New Accounts Specialist - Open & Explain Banking Services

Bank of Commerce; Rexburg (ID); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of Commerce is seeking a New Accounts Representative to open and maintain customer accounts and to explain available financial services. You will assist customers with savings, checking, IRAs, CDs, and other investments while ensuring records are accurate.

The role requires strong customer service, attention to detail, and the ability to process transactions and answer inquiries accurately. A high school diploma and basic math skills are expected.

Qualifications

• High school diploma or GED; 1–3 months related experience and/or training.
• Ability to read and comprehend simple instructions, short correspondence, and memos.
• Ability to write simple correspondence. Basic math and data-entry skills.

Responsibilities

• Interview customers to obtain information and explain available financial services (savings/checking, IRAs, CDs, savings bonds, and securities).
• Enter account information into computer and maintain accurate customer records.
• Answer customer questions and correct errors in records; investigate discrepancies.
• Present funds for deposit to Teller and obtain receipts.
• Execute wire transfers of funds.

Skills

Customer Service

Interpersonal Skills

Oral Communication

Ethics

Organizational Skills

Attendance/Punctuality

Dependability

Education

High School Diploma

Job description

Bank of Commerce is seeking a New Accounts Representative to open and maintain customer accounts and to explain available financial services. You will assist customers with savings, checking, IRAs, CDs, and other investments while ensuring records are accurate.

The role requires strong customer service, attention to detail, and the ability to process transactions and answer inquiries accurately. A high school diploma and basic math skills are expected.