New Accounts

New Accounts

Florida - Midland, TX 79701

Position Type Full Time Category Banking

General Summary

Under general supervision, but in line with established policies & procedures, provide a variety of service functions for customers. Answer customers' questions and explain available products and services to best meet the needs of the customer.

Principal Responsibilities and Duties

• Responsible for staying up to date on and complying with all applicable banking laws and regulations as well as CNB policies and procedures.
• Provide customers with an explanation of different account options and ownership type.
• Keep up to date on CNBs product knowledge and provide detailed explanations of all bank products and services.
• Ensure all new accounts are properly processed by preparing all the paperwork and assisting customers in signing the necessary documents.
• Open IRA and make customer aware of the various legal requirements.
• Process check orders.
• File copies of signature cards, death certificates, and corporate papers.
• Update and process all account maintenance such as name, address, and account signer changes.
• Initiate order for debit cards, and process documents for lost, closed, or stolen debit cards.
• Check customer information with the OFAC list.
• Process customers through CIP program.
• Maintain regular and punctual attendance.
• Work cooperatively with others.
• Work overtime as needed.
• Performs other duties as required or assigned which are reasonably within the scope of the duties in the job classification.

Skills and Abilities

Required

• Ability to establish and maintain cooperative working relationships with co-workers and the public.
• Ability to work on computer and 10-key, as well as answer phones.
• Ability to count large sums of money.
• Make appropriate job decisions following standard office policies and past precedents.
• Ability to adapt to technological changes and apply new knowledge to responsibilities.

Working Conditions

• Exposed to a potentially hazardous condition-robbery.
• Perform a variety of duties, often changing from one task to another of a different nature.
• Considerable effort and eyestrain from continued accuracy verification of all work completed.

Physical Requirements

• Move office equipment, and files weighing 10+ pounds.
• Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
• Must be able to remain in stationary position 80% of the time to process work and assist customers.