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Accounts Specialist - Banking Services

Job in Long Beach, Los Angeles County, California, 90801, USA
Listing for: Sharp Decisions
Full Time position
Listed on 2026-11-01
Job specializations:
  • Finance & Banking
    Banking & Finance, Bank Customer Service
  • Customer Service/HelpDesk
    Banking & Finance, Bank Customer Service
Salary/Wage Range or Industry Benchmark: 52000 - 68000 USD Yearly USD 52000.00 68000.00 YEAR
Job Description & How to Apply Below
Position: New Accounts Specialist - Banking Services

Sharp Decisions is seeking a New Accounts Representative to manage opening and servicing of new customer accounts in our California branch. You will collect information, verify references, input data, and ensure proper documentation for checking, IRA, CD accounts and more.

You will provide information on rates and policies, handle customer inquiries, process transactions, and support cross-sell opportunities while adhering to bank policies and regulatory requirements.

This is a great opening to take on the New Accounts Specialist
- Banking Services role at Sharp Decisions.

As a New Accounts Specialist
- Banking Services, you will play an important part at Sharp Decisions in CA, United States.

We invite applications for the New Accounts Specialist
- Banking Services position located in CA, United States.

The following opportunity is for a New Accounts Specialist
- Banking Services with Sharp Decisions.

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