Account Representative

Officeteam Santa Rosa , CA 95404

Posted 2 months ago

Growing Company Seeks Customer Service Representative! One of our clients located in Santa Rosa is in need of an Account Representative to join their team on a temp to hire basis.

If you are ready to take the next step in your career, this is the position for you! Duties: Provides professional greetings and service to all customers, both in person and via the telephone. ?Ensures that all transactions are performed within the internal guidelines and federal regulations. ?Knowledge of various types of accounts including certificate of deposits, money market savings accounts, checking, IRA accounts, internal construction accounts and BIS accounts. ?Maintains complete knowledge of account types, products and services and necessary disclosures. ?Provides assistance with titling of accounts. ?Maintains knowledge of vesting types, assist with FDIC coverage and limits. ?Knowledge of IRA accounts and IRS requirements. ?Ability to write professional letters and communicate effectively both orally and written. ?Maintains confidentiality of customer account information. ?Adheres to and demonstrates a commitment to all applicable banking and compliance regulations, including but not limited to BSA, Fair Lending, and privacy laws. ?Other duties may be assigned.


Requirements: ? MINIMUM ONE YEAR OF BANKING EXPERIENCE ?High school diploma or general education degree (GED); ?Intermediate knowledge of banking transactions, bank policies and services, strong customer service skills; basic math and cash handling skills; have knowledge of Word Processing software If you meet the requirements and would like to hear more about this excellent opportunity please give us a call today, or send an updated version of your resume to

Employment Type: Temporary-to-full-time

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Account Representative