New Account Representative

«out The Role The New Accounts Representative will greet customers with a smile, assess and fill their needs in a professional manner. This person must have the ability to communicate effectively while working quickly and accurately. Employee will have extensive contact with customers, vendors, the general public, and bank staff and will interact in a professional and courteous manner, and conduct him/herself in such relationships in a manner that will enhance the overall efficiency and image of the bank. Essential Functions Opens Basic New Account Types - Single Party, Multiple Party, POD, POA, Minor and Foreign Individual Accounts Opens Advanced New Account Types - CD's, Safe Deposit Box, Health Savings, Medical Savings, Trusts, Estates, Conservatorships, Rep Payee, and VA Benefit Accounts Opens Business New Account Types - Sole Proprietorship, LLC, Corporations, Partnerships, Org/Lodge/Associations, IOLTA, Girl Scout Accounts, CD and Safe Deposit Boxes for businesses Completes Name Changes Adds and Removes Relationships on Business Accounts Removes Relationships on Personal Accounts due to Death Adding Relationships to Personal Accounts Opens IRA's and understands plan types, proper forms, and what to look for Completes Domestic Wire requests Completes Foreign Wire requests Has ability to scan and work documents using Synergy Capture and ability to view documents using Synergy User Client Completes the following documents using Streamline: Deposit Closed Account Document, Customer Information Change Card, Change of Address Form, Affidavit of Unauthorized/Improper ACH, Affidavit of Alteration, Unauthorized RCC Affidavit, Stop Payments, Automatic Funds Transfers, and builds ATM/Debit Cards Has ability to order checks through Harland Clarke Knows how and when to place a hold on a check Has ability to print ATM/Debit cards in CardWizard Has ability to balance and post ATM/Debit cards via CardWizard Knows how to change debit card status from