New Accounts Representative
1st Century Bank, a division of MidFirst Bank, is a full service community bank catering to small to medium size businesses and professionals in Los Angeles. The Bank’s core principles are flexibility, responsiveness, and the ability to create tailored solutions, coupled with its commitment to provide exception customer service. We tailor financial strategies to meet the unique needs and business demands of our clients. Our clients are real people, with real dreams, and their success is our greatest achievement. For more information, please visit our website at www.1cbank.com.
A New Accounts Representative must be knowledgeable with business formation documents and requirements. This person will efficiently perform the necessary due diligence to reduce risk and open accounts for the sales team in a timely manner. In addition, must be knowledgeable in all new accounts regulations, all of the Banks services and products, and basic BSA knowledge.
Opens new accounts and assists both internal and external customers with account questions as needed.
Reviews complex business documentation prior to account opening.
Research out of state established entities for business filing requirements.
Assists with training for entry level New Account Representatives.
Quotes rates, terms and fees on all consumer products and services and provides product disclosures to clients as required.
Interacts and communicates with corresponding departments on maturing accounts, new account follow-ups and other prospecting opportunities as needed.
Position Requirements:
- 1-3 years of experience in a new accounts role
- Sense of urgency
- Excellent computer knowledge (including a good understanding of excel)
- Strong written and verbal communications skills
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. Stay Connected - Join our Talent Community!
Job ID:10959