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New accounts representative skills for your resume and career

Updated January 8, 2025

5 min read

New accounts representative example skills

Below we've compiled a list of the most critical new accounts representative skills. We ranked the top skills for new accounts representatives based on the percentage of resumes they appeared on. For example, 15.1% of new accounts representative resumes contained customer service as a skill. Continue reading to find out what skills a new accounts representative needs to be successful in the workplace.

15 new accounts representative skills for your resume and career

1. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how new accounts representatives use customer service:

Provided an excellent customer service experience by maintaining the highest degree of courtesy, confidentiality and professionalism.
Provide exceptional customer service experiences and maintain the confidentiality of end consumer and their accounts.

2. Bank Products

Those products which a bank offers to its customers are called bank products. There a variety of services that a bank offers to attract customers. Some of the banking products/ services are: giving loans, overdrafts, check payments, exchange of foreign currency, consultancy services credit, debit and ATM cards, home and online banking.

Here's how new accounts representatives use bank products:

Referred bank products and services to specific customers through needs identification and maximizing profitable relationship.
Job duties: Contact approved new mortgagees, cross sell bank products and services, approve for equity loans.

3. Cross-Sell

Cross-selling is the activity of selling various products or services to a consumer to add the sale value.

Here's how new accounts representatives use cross-sell:

Reviewed existing accounts and initiated contacts by telephone and mail to cross-sell additional services.
Maintained current knowledge of all company products and services in order to successfully cross-sell the features and benefits to every customer.

4. Financial Services

Financial services are economic services that are offered by the finance sector, which includes banks, financial institutes credit-card agencies, insurance companies, accountancy firms, and others that handles assets. Organizations in the financial services sector are concerned with money and risk management.

Here's how new accounts representatives use financial services:

Opened and processed new accounts; presented financial services to new and existing customers; assisted branch manager in daily operation.
Provided a full range of financial services to clients based on evaluation of their financial needs.

5. Credit Card

A type of card issued by banks and other financial institutions, that enable users to manage and borrow their finances is called a credit card. The funds borrowed from a financial institution through a credit card are meant to be paid back along with certain amounts of interest imposed by the bank.

Here's how new accounts representatives use credit card:

Determined customer credit worthiness and verified customer employment to issue customer a credit card.
Processed online applications with potential customers for Small Business Credit Cards.

6. Loan Payments

Here's how new accounts representatives use loan payments:

Tell her receiving business and personal deposits, entering loan payments and cashing checks, while working with Microsoft Windows.
Assisted customers with daily transaction such as deposits, withdrawals, cashing checks, loan payments, certificates of deposits.

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7. Savings Accounts

Here's how new accounts representatives use savings accounts:

Assisted personal and business customers with various needs, such as opening new checking/savings accounts and ordering of various account products.
Opened new checking and savings accounts, ordered supplies for all accounts, and opened IRA's and Lines of Credit.

8. ATM

ATM (Automated Teller Machine) refers to an electronic banking system that enables the customers to initiate and complete transactions without queuing for aid from the teller within the branch.

Here's how new accounts representatives use atm:

Initiated and processed Consumer Loans * Processed all aspects of new account setup * Assisted customers with ATM transactions and online banking
Balanced cash vault every night, balanced and maintained the ATM and the cash flow log for the ATM daily.

9. Product Knowledge

Product knowledge is the skill of having better information and knowledge about the product you are selling. Product knowledge is essential for the employees of the companies so they can communicate and inform the customers about the product. Having great product knowledge is essential for a better sales pitch and to give the customer a better and complete idea of the product that will influence him to buy the product eventually.

Here's how new accounts representatives use product knowledge:

Developed and maintained account relationships with current customers and resolved customer problems by providing solutions through quality service and product knowledge.
Assisted interview processing, organized weekly meetings demonstrating additional training and further product knowledge to staff.

10. Bank Secrecy Act

Here's how new accounts representatives use bank secrecy act:

Maintain Bank Secrecy Act compliance procedures for credit union and correspond with the appropriate agencies on a biweekly and monthly basis.
Maintained records in accordance with the Bank Secrecy Act, filing Currency Transaction Reports, Suspicious Activity Reports and Federal Auditing Regulations

11. Check Orders

Here's how new accounts representatives use check orders:

Assisted customer with check orders, stop payments, wire transfers, ordering of debit cards and any account inquiries.
Assist with teller transactions, customer deposits, withdrawals, payments, check orders, etc.

12. Bank Policies

Here's how new accounts representatives use bank policies:

Gathered information and educated account holders on bank policies.
Comply with company and Federal requirements to complete online training for bank policies, procedures and regulations.

13. Inbound Calls

Here's how new accounts representatives use inbound calls:

Handled high volume inbound calls, resolving purchase, delivery, and repair issues with high level of accuracy and efficiency.
Receive inbound calls from new customers or store associates from Best Buy or Home Depot to complete application processing.

14. Debit Cards

Here's how new accounts representatives use debit cards:

Opened new accounts for customers - Back up teller duties - Ordered debit cards - Processed daily overdrafts - Processed deposit errors
Open new safe deposit boxes, order debit cards, close existing accounts ensuring all necessary paperwork is filed and scanned.

15. Account Maintenance

Account maintenance is a practice in accounting that ensures that all transactions and accounting records are per the general principles of accounting and applicable laws. The accounts should be maintained enough to permit the annual audit and clear the inspection of financial statements.

Here's how new accounts representatives use account maintenance:

Performed account maintenance to further customer relations.
Provided daily support of account maintenance & operational services for Front End Traders/ Brokers using internal system Pershing NETEX.

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List of new accounts representative skills to add to your resume

The most important skills for a new accounts representative resume and required skills for a new accounts representative to have include:

Customer Service
Bank Products
Cross-Sell
Financial Services
Credit Card
Loan Payments
Savings Accounts
ATM
Product Knowledge
Bank Secrecy Act
Check Orders
Bank Policies
Inbound Calls
Debit Cards
Account Maintenance
Customer Inquiries
CDS

Wire Transfers
Customer Problems
Account Types
Customer Accounts
Business Accounts
Iras
Individual Retirement Accounts
Customer Relations
Outbound Calls
Computer System
Customer Complaints
Bank Services
Financial Transactions
Loan Applications
Savings Bonds
Quality Customer Service
Bank Accounts

Notary
Customer Transactions
Retirement Accounts
Address Changes
FDIC
Customer Issues
Credit Reports
ACH
Cash Drawers
Cashier Checks
PowerPoint
Financial Products
Signature Cards
Credit Applications
Account Transfers
Anti-Money Laundering

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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