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New Accounts Representative

Company: Citizens Bank
Location: Corvallis
Posted on: February 7, 2020

Job Description:

Citizens Bank proudly provides comprehensive banking services to businesses and individuals in 13 Willamette Valley communities, from our 15 branch locations. With our primary focus on small to medium size businesses, agriculture, and professionals, we provide customized loan services as well as a full suite of business and individual banking products.
At Citizens Bank, we believe that our success is directly linked to the overall health of the region we serve. Since 1957, we have committed ourselves to improving the communities in which we live, work, and play. We honor that commitment daily by providing a full range of banking services with a personal, hometown touch; by supporting the continued prosperity of local businesses; and by emphasizing honesty, integrity, and fairness in our relationships with customers, co-workers, and neighbors.
Position: NEW ACCOUNTS REPRESENTATIVE
Position Location / Type / Hours / Rate
Citizens Bank – Main Branch
275 SW 3rd St
Corvallis, OR 97333

Type: Full-Time/Non Exempt
Hours: Mon-Fri, 8:15am-5:15pm
Rate: $13.93 - $19.72/hour

Description:
As a New Accounts Representative at Citizens Bank, you are at the forefront of delivering an exceptional customer experience. You will maintain long-lasting, meaningful relationships with customers, help to resolve customer issues, engage them to understand their financial needs, and provide thoughtful solutions.
New Accounts Representatives are responsible for a variety of tasks including providing excellent customer service and satisfaction selling with bank customers, opening all types of new accounts, cross-selling basic banking services, and be a strong team player who enjoys helping others.
Duties may include, but are not limited to the following:


  • Create a connection and develop rapport with customers to provide outstanding, personalized service.
  • Listen carefully and connect with customers to understand their top financial priorities and to uncover products and solutions that will benefit them.
  • Build, develop, and maintain partnerships with teammates and other departments to maximize effectiveness and to best serve our customers.
  • Open all types of new accounts such as checking, savings, HSA, IRA.
  • Interviews new accounts customers and perform other functions such as setting up records, verifying references, and holding uncollected funds.
  • Answers and obtains credit ratings; answers a variety of customer inquiries and maintains a working knowledge of bank services.
  • Compliance with Bank Secrecy Act and other banking regulations.


    Basic Qualifications

    • High school diploma or equivalent
    • Prior banking experience preferred.
    • Prior customer service experience preferred.
    • Physical requirements: May sit for extended periods of time; may maneuver boxes weighing up to 30 pounds; may use hands for repetitive motion (keyboarding); bend, squat, and reach occasionally


      Desired Attributes

      • Adherence to Citizens Bank Corporate Culture.
      • Be a team player who is energetic and self-motivated with a passion to provide outstanding customer service.
      • Maintain a professional appearance.
      • Possess good time management, organizational skills, accuracy and attention to detail.
      • Ability to multi-task and manage the day to day interruptions in work flow.
      • Confidently help customers in their own environment, if the need arises, by providing teaching or installation of our products.
      • Understanding of all types of new deposit accounts, internet banking, cash management, remote deposit capture (RDC), and/or merchant services, etc.


        Benefits
        Citizens Bank offers competitive compensation and outstanding benefits:

        • Medical, Dental, and Vision Insurance
        • 401(k) with Employer Matching
        • Employee Assistance and Wellness Program
        • Life, Short-term and Long-term Disability
        • Up to 10 Paid Holidays
        • Health and Dependent Care Reimbursement Accounts
        • Paid Time Off
        • Banking Privileges


          Disclaimer
          Citizens Bank is an Equal Opportunity and Affirmative Action employer and is committed to employing a diverse workforce. Qualified applicants will receive consideration without regard to race, color, religion, sex, pregnancy, national origin, age, sexual orientation, gender identity, military or veteran status, or disability.
          All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Citizens Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal Schedule I drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.

Keywords: Citizens Bank, Corvallis , New Accounts Representative, Other , Corvallis, Oregon

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