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New Account Specialist

Job Description - New Account Specialist


We have an exciting opportunity for you – join the New Account Specialists Team and take your journey to new heights! We encourage you to apply if you are interested in being considered for the position, and meet the outlined standards of the role.

  • Open new accounts and memberships – including business, fiduciary, and personal
  • Handle member debit card items
  • Perform account maintenance for members
  • Handle complex member inquires and needs
  • Expand member share of wallet, and ensure strong e-service adoption
  • Handle all in-person member requests that are not performed on the teller line, except loan applications
  • Back-up the teller line
  • Create Raving Fan Experiences with every member helped!

Requirements

  • Strong attendance record
  • Minimum of 1 year customer service experience
  • Proven ability to complete complex transactions and forms accurately
  • Positive attitude
  • Ability to achieve set sales goals
  • Willingness to go above and beyond service expectations for our members

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