New Accounts Representative

Description

10-6 Position 

Be an effective information source for our customers in the lobby/telephone. Assist customers with a wide variety of services and advise them as to how to best utilize company products and services in order to meet personal financial goals while providing the highest quality customer service. 

Requirements

EXPERIENCE Six months to two years of similar or related experience, including time spent in preparatory positions. 

EDUCATION/CERTIFICATIONS/LICENSES A high school degree or GED is required. 

INTERPERSONAL SKILLS A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. Indepth dialogues, conversations and explanations with customers, direct and indirect reports and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating and/or advising others on matters of significance. 

PHYSICAL REQUIREMENTS Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 25 lbs. Must be capable of climbing/descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance.

WORKING CONDITIONS Must be able to routinely perform work indoors in climate-controlled shared work environment with moderate noise. 

MENTAL AND/OR EMOTIONAL REQUIREMENTS Must be able to perform job functions independently and with limited supervision. Must work effectively as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to perform basic financial calculations with accuracy. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under stress of deadline, requirements for extreme accuracy and quality and/or fast pace. Must be capable of exercising highest level of discretion on confidential matters