Accounts Representative- Manteca, CA

New Accounts Representative - Manteca, CA

Position Title:

New Accounts Representative

Department:
Retail Banking Group

Reports To:

Customer Service Manager

FLSA Status:
Non-Exempt

Location:

Manteca, CA

$19.71/hr – $26.44/hr (good‑faith estimate upon hire)

Employees may be considered for annual performance‑based salary increases; eligibility and amount are determined by individual performance and business needs.

• Health, dental, and vision insurance
• 401(k) with employer match
• Paid vacation, sick leave, and holidays
• Life and disability coverage
• Other benefits (e.g., tuition reimbursement, wellness programs)

This position complies with the California Equal Pay Act and SB 642 requirements. Compensation decisions are based on experience, skills, and business needs, without regard to sex, gender identity, gender expression, race, or any other protected characteristic.

As a New Accounts Representative, you will play a pivotal role in our branch, ensuring seamless account management and exceptional customer service.

• Account Expertise:
  Handle opening, maintenance, and closure of various account types.
• Customer Relations:
  Build strong relationships, explain financial services, and guide through account setup.
• Sales Enthusiast:
  Cross‑sell bank products and manage safe deposit boxes.
• Detail‑Oriented:
  Accurately record account information and address inquiries.
• Compliance Champion:
  Obtain necessary clearances and adhere to procedures.

• Provide disclosures before opening an account.
• Interview customers and tailor solutions.
• Track personal information and follow up promptly.
• Accurately enter account details into systems.
• Refer customers to staff and obtain clearances.
• Manage check orders and safe deposit vaults.
• Place uncollected funds on hold and notify customers.
• Process teller transactions and fulfill customer service duties.
• Handle cashing checks and disbursing funds with authentication measures.

We value diversity and inclusivity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Entry level

Full-time

Finance and Sales