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New Accounts Representative-SJ

Company: Heritage Bank of Commerce
Location: Milpitas
Posted on: June 20, 2022

Job Description:

New Accounts Representative
Posting Date: 05/02/2021
Location: San Jose, CA
Department: Branch Operations


Our banks thrive on developing strong customer relationships. We are seeking individuals with excellent customer service skills to assist clients with deposits, transfers, check cashing and financial transactions. The successful candidate must be able to interact with clients in a courteous and professional manner; perform arithmetic calculations quickly and accurately; operate banking equipment; use personal computers and related software; and maintain financial records.

Primary Responsibilities:

Provide exceptional customer service to all clients, prospective clients and Bank employees, in person, by electronic mail, and on the phone. Interact and establish rapport with all clients that conduct business in the branch. Display outstanding interpersonal skills and maintain a professional image at all times. Maintain a working knowledge of banking operations as it applies to the position. Follow proper procedures to mitigate risk to the bank. Follow bank policies and banking regulations. Conduct daily reviews of specified reports as required. Complete operations work accurately and efficiently. All other duties and responsibilities as assigned.


The New Accounts Representative is the employee in the branch who is primarily responsible for opening new accounts, handling customers' depository transactions (non-cash teller transactions), and responding to client inquiries.

Benefits include competitive salary, bonus plan, medical, dental, group life & long term care insurance, vision care reimbursement, 401(k), and tuition reimbursement program, and a health club allowance.

Keywords: Heritage Bank of Commerce, Milpitas , New Accounts Representative-SJ, Other , Milpitas, California

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