New Accounts/CSR III

, | Full-Time Permanent | $20.00 - $28.60

June 3, 2024   |   Job ID: 2182828

Job Summary

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 As a New Accounts/CSR III, you’ll be the go-to expert in opening new consumer and basic business accounts. Your role involves processing all new account transactions, guiding clients in selecting the right accounts and financial services, and actively promoting the Bank’s products and services. You’ll also handle account maintenance and closures, perform essential branch clerical tasks, and foster positive client relationships by referring them to appropriate staff and partners for additional services.


Essential Duties:

– Conduct thorough customer interviews to understand their needs and recommend suitable banking products and services. 

– Proactively seize sales opportunities by cross-selling bank products and services to both new and existing customers, ensuring alignment with their financial goals. 

– Contribute to generating new business to support bank profitability and branch objectives. 

– Collaborate effectively with other bank departments to identify sales prospects and deliver exceptional customer experiences. 

– Assist in the opening and maintenance of various consumer and business accounts, including checking, savings, CDs, IRAs, and Trust & Estate Accounts. 

– Stay updated on bank products, services, and relevant New Account laws and procedures. 

– Ensure accurate documentation approval and upload in the core banking system. 

– Process teller transactions as required while maintaining excellent balancing records. 

-Compile and process various reports as assigned, such as currency transactions, returned items, overdrafts, and callbacks. 



  – Previous experience in a similar banking role preferred. 

– Strong knowledge of banking products, services, and regulations. 

– Excellent communication and interpersonal skills. 

– Proficiency in Microsoft Office applications and banking software. 

– Detail-oriented with a commitment to accuracy. 

– High school diploma or equivalent required; additional education or certifications in banking or finance


Location: Napa, Ca onsite daily

Compensation: $20.00-$28.60

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About Us

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If You’re Looking For A New Opportunity, The Recruiting And Staffing Experts At Nelson Connects Can Help. We Work With Companies Of All Types And Sizes Across All Industries. We Help People Like You Find Exciting Roles With Employers Ranging From Fortune 100, Government, And Nonprofit Organizations To Local Businesses, Industry Leaders, And The Most Agile Start-Ups. The Candidates We Work With Appreciate Our Responsive Approach, Genuine Relationships, And Exceptional Service. With A Commitment To Transparency, Authenticity, And Credibility, We Look Forward To Our Jobs Every Day, And We’re Excited To Help You Find The Job You’ve Been Looking For.

Pay Transparency: Nelson Connects Provides Pay Transparency By Placing Salary Ranges In All Job Postings In Accordance With State And Local Regulations. We Are Committed To Communicating Pay Clearly Throughout The Employment Process.

California Fair Chance Act And Beyond: Qualified Applicants With Criminal Histories Will Be Considered For Employment In Accordance With Applicable Regulations. We Will Consider Qualified Applicants For Employment, Including Those With Criminal Histories, In A Manner Consistent With The Requirements Of Applicable State And Local Laws, Including The City Of Los Angeles’ Fair Chance Initiative For Hiring Ordinance, San Francisco Fair Chance Ordinance, And CA Fair Chance Act.

Temporary Associate Benefits Offered: Weekly Benefits Offered Include Medical, Dental, Vision, HSA, EAP, Life/AD&D, STD, Commuter FSA, + State Mandated Benefits.

EEO Statement: Nelson Connects is an equal-opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other classification protected by law.

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