New Accounts Representative Resume
Here is the New Accounts Representative Resume example:
Robert Racine
1111 Broadway Avenue
Johnson City TN 37601
(555)-555-5555
[email]
Job Objective Seeking reputable company in which to obtain a New Accounts Representative position.
Highlights of Qualifications:
- Exceptional knowledge of IRA accounts, IRS requirements, bank services and products
- Familiarity with account types, products and services and necessary disclosures
- Thorough knowledge of retail bank operations and regulatory compliance as well as understanding of different accounts
- Ability to provide assistance with titling of accounts
- Superior organizational, problem solving and planning skills
- Sound interpersonal, customer service and leadership skills
Professional Experience:
New Accounts Representative
Prosperity Bank, Johnson City TN
November 2006 – Present
- Marketed bank products and updated bank’s computer system.
- Handled account maintenance and evaluated new customer information.
- Handled closure of bank accounts and coordinated with existing and prospective customers.
- Managed all compliance documentation and ensured delivery of documents to customers.
- Complete all account documentation for new & transferred IRA’s.
- Handled concerns and formulated all account documentation.
New Accounts Representative
Beal Bank, Johnson City TN
February 2001 – October 2006
- Processed documentation for fresh accounts and executed deposits and withdrawals.
- Verified deposits and date of death valuations and formulated currency transaction reports.
- Handled cashiers checks, wire transfers and issued temporary checks.
- Managed cash drawer and aided to balance the vault weekly.
- Aided customers in account maintenance and aided customers with inquiries.
- Formulated daily mail deposits, processed stop payment orders and managed general filing.
Education
Bachelor’s Degree In Business Administration
Winston-Salem State University, Winston-Salem, NC
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- March 1, 2024Create Date
- March 1, 2024Last Updated
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