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Become A New Accounts Representative

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Working As A New Accounts Representative

  • Interacting With Computers
  • Getting Information
  • Evaluating Information to Determine Compliance with Standards
  • Performing for or Working Directly with the Public
  • Identifying Objects, Actions, and Events
  • Deal with People

  • Unpleasant/Angry People

  • Repetitive

  • $108,207

    Average Salary

What Does A New Accounts Representative Do At Square 1 Financial

* Opening new accounts, superseding accounts, ordering checks and notary.
* Prepare documentation for new accounts under the Bank’s CIP/BSA and other Bank policies.
* Input new accounts on ITI and submit complete package.
* Completion of certifications.
* Be a backup to other operational duties including teller and assisting the Branch Operations Supervisor and Branch Operations Manager.
* Provide assistance with end of day closing, to include cash balancing (vault & ATM)
* Assist with processing and scanning of daily teller work.
* Gain a thorough knowledge and understanding of the following key backup duties:
* CTR Input
* Stop Payments
* Hold Notices
* Analysis Charge Input
* Telephone Transfers
* Deepen customer relationships.
* Participate and contribute to the branch’s overall goals.
* Perform other duties as assigned

What Does A New Accounts Representative Do At Valeant Pharmaceuticals

* Work in collaboration with the Institutional Account Managers and the Surgical Regional Business Directors to grow Bausch & Lomb surgical product influence and revenue in Teaching Hospitals, Residency programs and associated Veteran Affairs Hospitals.
* Follow-up on teaching programs leads generated by the Institutional Account Managers and Surgical Representatives.
* Coordinate the resources needed to effectively evaluate Bausch & Lomb surgical products during the evaluation process (SES, RTM, PVM, COS)
* Successfully oversee the implementation of our product adoption and usage after conversion.
* Oversee the usage of Bausch
* Lomb surgical products at VA hospitals with residents from associated teaching programs
* Develop an effective teamwork relationship with other B
* L representatives.
* Support the company's mission of “Providing the World's Most Valuable Ophthalmic Experience” to customers by providing customers with excellent service.
* Effectively utilize and manage expenses, sample accounts, and consignments in a responsible manner according to company policies.
* Perform other related administrative tasks associated with your position according to company policies

What Does A New Accounts Representative Do At Robert Half

* Responsible for efficient and accurate cash handling, including but not limited to, opening and closing IRA's, CDs, checking and savings accounts, and processing deposits/withdrawals;
* Selling company products and services, ensuring customer awareness of all products and services.
* Operates a bank window to serve the Bank's customers by: processing checking, savings IRA's, and CD deposits and withdrawals, verifying cash and endorsements, and providing customers with their receipts;
* Identifying customers and documenting identity; posts loan payments, verifies payment amounts, and provides customer receipts;
* Balances all transactions daily, including cash and checks;
* Assures compliance with all Bank policies and procedures, as well as, all applicable state and federal banking regulations.
* APPLY HERE: Send your resume DIRECTLY to Lindsie McKnight at lindsie.mcknight@officeteam.com
* OfficeTeam is the world's leader in quickly matching skilled administrative professionals with temporary and temporary-to-full-time jobs.
* We offer job opportunities ranging from executive and administrative assistants to customer service representatives, receptionists and general office support.
* Our staffing managers connect with more than 100,000 hiring managers in North America every single week.
* In addition to free job search services, we provide access to free online skills training and a competitive benefits and compensation package.
* Our parent company, Robert Half, once again was named to FORTUNE® magazine's list of "World's Most Admired Companies" and was the highest-ranked staffing firm. (March 1, 2016)
* Contact your local OfficeTeam branch at 888
* or visit roberthalf.com/officeteam to apply for this job now or find out more about other job opportunities.
* All applicants applying for U
* S. job openings must be authorized to work in the United States.
* Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.
* Equal Opportunity Employer M/F/Disability/Vet
* By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.
* Req ID:
* Functional Role:
* Customer Service
* Country:
* State:
* CA
* City:
* San Francisco
* Postal Code:
* Compensation:* $17.00 to $20
* per hour

What Does A New Accounts Representative Do At Unitedhealth Group

Research and resolve written complaints submitted by consumers and physicians / providersEnsure complaint has been categorized correctlyObtain additional documentation required for case reviewReview case to determine if review by clinician is requiredRender decision for non-clinical complaints using sound, fact-based decision makingComplete necessary documentation of final appeals or grievance determination using appropriate templatesCommunicate appeal or grievance information to members or providers and internal / external parties within the required timeframes

What Does A New Accounts Representative Do At Square 1 Financial

* Handles all facets of new accounts including opening new accounts, superseding accounts, ordering checks and notary.
* Sensitive and responsive to the needs and priorities of both internal and external customers; identifies and takes appropriate action based on customer needs; establishes effective working relationships with customers and gains their respect and loyalty.
* Makes suggestions to current or potential customers about other services/products that may be of interest to them

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How To Become A New Accounts Representative

Most tellers have a high school diploma and receive about 1 month of on-the-job training. Some banks do background checks before hiring a new teller.


Tellers usually need a high school diploma or equivalent. Some tellers may take some college courses, but a degree is rarely required for a job applicant to be hired. 


New tellers usually receive brief on-the-job training, typically lasting about 1 month. Normally, a head teller or another experienced teller trains them. During this training, tellers learn how to balance cash drawers and verify signatures. They also learn the computer software that their bank uses and the financial products and services the bank offers.


Experienced tellers can advance within their bank. They can become head tellers or move to other supervisory positions. Some tellers can advance to other occupations, such as loan officer. They can also move to sales positions.

Important Qualities

Customer-service skills. Tellers spend their day interacting with bank customers. They must be friendly, helpful, and patient. They must be able to understand customer needs and explain service options to their customers.

Detail oriented. Tellers must be sure not to make errors when dealing with customers’ money. 

Math skills. Because they count and handle large amounts of money, tellers must be good at arithmetic.

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New Accounts Representative jobs

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New Accounts Representative Demographics


  • Female

  • Male

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • French

  • Mandarin

  • Russian

  • Vietnamese

  • German

  • Cantonese

  • Italian

  • Chinese

  • Armenian

  • Arabic

  • Swedish

  • Portuguese

  • Hindi

  • Greek

  • Japanese

  • Tagalog

  • Polish

  • Gujarati

  • Korean

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New Accounts Representative

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New Accounts Representative Education

New Accounts Representative

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Top Skills for A New Accounts Representative


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Top New Accounts Representative Skills

  1. New Account Transactions
  2. Quality Customer Service
  3. ATM
You can check out examples of real life uses of top skills on resumes here:
  • Processed all new account transactions, following company policies and procedures.
  • Provided high quality customer service to customers while opening new or maintaining current accounts.
  • Opened Visa Accounts and ATM card accounts.
  • Proposed company programs for personal financial needs.
  • Referred bank products and services to specific customers through needs identification and maximizing profitable relationship.

Top New Accounts Representative Employers

New Accounts Representative Videos

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