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New Accounts Representative in Colleyville, TX at Colonial Savings

Date Posted: 5/4/2018

Job Snapshot

Job Description

Company:  Colonial Banking

Job Title: New Accounts Representative 

City: Colleyville State: Texas        

 


New Accounts Representative


 

Job Description

The New Accounts Representative will assist customers in opening and maintaining deposit relationships.

Responsibilities Include:


• Assist customers in opening new accounts.
• Direct customers in matching needs with products.
• Obtain all necessary documentation for opening and maintaining customer accounts.
• Be familiar with procedures, controls, and documentation requirements.
• Process stop payment requests.
• Perform name and address changes using established procedures.
• Maintain and update signature cards.
• Coordinate lobby traffic.
• Order customer checks from printing company.
• Verify all file maintenance on system the next business day for accuracy

 

Job Requirements

• Intermediate to advanced math skills
• Excellent interpersonal skills.
• Demonstrated proficiency handling and balancing cash
• Basic knowledge of computers.
• 10 key by touch.
• 25+ WPM
• Previous Teller experience is required

 

 


 

This position offers a full range of benefits including Health, Dental, and 401k.

Equal Opportunity Employer

M/F/Disability/Vet.

 

Colonial is a national provider of banking, home loans and insurance. Founded in 1952, the company has $1 Billion in assets and is privately held by choice to ensure our focus remains on our customers and not the expectations of Wall Street. Colonial is rated “Five Stars – Highly Recommended” as one of the strongest financial institutions in the country by Bauer Financial, a leading analyst, and has earned Fannie Mae’s Four STAR award for customer service and foreclosure prevention, as well as the highest achieving STAR Performer for best practices in General Servicing, Collections/Loss Mitigation and Neighborhood Stabilization in 2014.

 

Member FDIC | Equal Housing Lender | NMLS ID 401285