New Accounts Representative- Roseville, CA Branch
About The Position
Are you ready to take the next step in your banking career? Oak Valley Community Bank is excited to open a new branch in Roseville, CA, and we’re looking for a motivated New Accounts Representative to join our team. This is a great opportunity for current Tellers or New Accounts staff who are passionate about customer service and eager to grow within the organization. As a New Accounts Representative, you’ll be the face of the bank for new customers, helping them open and manage accounts, cross-sell products, and build lasting relationships. You’ll also perform teller transactions and support the branch team in delivering exceptional service.
Requirements
- High school diploma or GED
- 1+ year of experience in banking, or financial operations
- Basic knowledge of banking regulations and compliance
- Intermediate computer and typing skills
- Strong math and cash handling abilities
- Excellent verbal and written communication skills
- Ability to work independently and manage time effectively
Nice To Haves
- Experience as a Teller or New Accounts Representative
- Familiarity with ChexSystems and online check ordering
- Proven ability to cross-sell financial products
- Knowledge of general office practices and banking software systems
Responsibilities
- Open, maintain, and close various account types (checking, savings, IRAs, CDs, etc.)
- Interview customers to understand their financial needs and recommend appropriate services
- Cross-sell bank products and services, including safe deposit boxes
- Process check orders, verify customer information, and maintain accurate records
- Perform teller duties including cash handling, deposits, and withdrawals
- Ensure compliance with bank policies and federal regulations (including BSA)
- Provide excellent customer service and follow up on customer inquiries
- Maintain a positive, solutions-oriented attitude and take initiative daily
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
