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Accounts Representative Jobs
Company | SoFi |
Address | Live Oak, CA, United States |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services |
Expires | 2023-10-13 |
Posted at | 8 months ago |
Employee Applicant Privacy Notice
- Handle incoming phone calls and respond to customer inquiries daily.
- Develop level of product knowledge to recognize sales/cross-sales opportunities.
- Adhere to bank policies and support Management decisions and goals in a positive, professional manner.
- Assist with opening and closing of the branch.
- Perform other duties as assigned.
- Accept and process deposits, including checking, savings, certificates of deposit, individual retirement accounts and federal taxes.
- Assist with outgoing wire transfer requests.
- Order and redeem U.S savings bonds, cashiers checks and travelers’ checks; collect applicable service charges.
- Open new accounts and input new account information.
- Assist with the branch monthly certifications.
- Position requires compliance with all Federal and State law. The employee will complete required training and will be accountable for compliance with all Federal and State laws related to their job description.
- Represent Golden Pacific Bank with a high level of integrity and professionalism.
- Process payments and stop payments requests.
- Cash checks and make withdrawals for checking and savings customers within limits set forth on cashing limit card.
- Ability to take initiative and prioritize tasks; good time-management, organization, problem-prevention and problem-solving skills.
- Excellent customer service skills with the ability to respond to inquiries or complaints effectively and timely.
- Basic word processing and computer database skills with accurate typing/keyboarding skills (50 wpm).
- Strong analytical ability with active listening skills.
- Good written and oral communication skills; ability to communicate effectively and projects a professional image when giving and taking information in writing, in person and over the phone.
- Ability to work accurately with close attention to detail.
- Effective interpersonal skills with the ability to work with individuals and groups at all organization levels; ability to work independently and as part of a team.
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