New Accounts Representative jobs in the United States

New Accounts Representative opens a variety of new accounts for customers including checking, IRA, CD and others. Collects required information from new account customers and completes account set up process including data input, verifying references, and documentation. Being a New Accounts Representative provides information and answers questions regarding interest rates, fees, and bank policies. May complete process to transfer accounts for customers. Additionally, New Accounts Representative makes appropriate referrals to cross-sell a variety of bank services. May require an associate degree. Typically reports to a supervisor or manager. The New Accounts Representative possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. May require 0-1 year of general work experience. (Copyright 2024 Salary.com)

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Accounts Receivable/Accounts Payable Representative
  • New Vitae Wellness and Recovery
  • Coopersburg, PA FULL_TIME
  • Overview:

    The Accounts Receivable/Accounts Payable Representative is a vital member of our team, supporting the finance and administrative functions with a variety of tasks, including bank deposits, claims entry and management, invoice processing, monthly resident allowance sheet reconciliation, payment posting, and utilizing Excel for financial data management. This role requires an individual with exceptional organizational skills, advanced Excel knowledge, and a strong background in claims management. Additionally, this position demands excellent phone and communication skills to effectively liaise with clients, insurance companies, and internal departments.

    Accounts Payable:

    • Support the current AP representative and act as a backup when necessary.
    • Accurately process vendor invoices, ensuring correct coding and approvals.
    • Prepare deposits.
    • Assist with month-end closing procedures and reporting.

    Accounts Receivable:

    • Generate various types of billing for Mental Health & Traumatic Brain Injury services.
    • Monitor receivables to ensure timely collections and follow up on overdue accounts.
    • Process payments through checks, ACH, and credit card transactions.
    • Reconcile customer statements and address billing issues.
    • Maintain detailed records of customer interactions and transactions.
    • Proactively manage and track overdue accounts.
    • Communicate with customers to resolve pending payment issues.
    • Assist with month-end closing procedures and reporting.

    Process Improvement and Compliance:

    • Identify and recommend improvements to enhance efficiency and accuracy in AP/AR processes.
    • Document process improvements, support audit activities, and help develop and implement accounting policies and procedures.
    • Ensure compliance with internal controls.

    Education:

    • High school diploma or GED required.

    Experience:

    • Previous experience in an administrative or support role within finance or accounting, particularly with responsibilities in claims management.
    • Demonstrated ability to use Excel for financial tasks and data management.
    • Proven track record of effective communication and customer service skills, especially over the phone.

    Skills:

    • Advanced skills in Excel, including formulas, pivot tables, and data visualization.
    • Strong problem-solving, negotiation, and interpersonal skills.
    • Ability to work both independently and as part of a team.
    • Adaptability to changing priorities and new challenges, with a proactive approach to learning and development.

    Job Type: Full-time

    Pay: From $35,000.00 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Health insurance
    • Life insurance
    • Paid time off
    • Vision insurance

    Schedule:

    • 8 hour shift
    • Day shift
    • Evening shift
    • Weekends as needed

    Ability to Commute:

    • Coopersburg, PA 18036 (Required)

    Ability to Relocate:

    • Coopersburg, PA 18036: Relocate before starting work (Required)

    Work Location: In person

  • 1 Day Ago

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Teller/New Accounts Representative
  • Glacier Bancorp, Inc.
  • Preston, ID PART_TIME
  • About The RoleAltabank, Division of Glacier Bank, is looking for a Part-time Teller/New Accounts Representative for our Preston branch. The prime candidate for this position is:Service focused and res...
  • 10 Days Ago

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Teller/New Accounts Representative
  • Altabank
  • Preston, ID FULL_TIME
  • About The RoleAltabank, Division of Glacier Bank, is looking for a Part-time Teller/New Accounts Representative for our Preston branch. The prime candidate for this position is:Service focused and res...
  • 10 Days Ago

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Teller/New Accounts Representative
  • Glacier Bancorp, Inc.
  • Prescott, AZ FULL_TIME
  • About The RoleJoin one of the best banks in Arizona. Foothills Bank has been on the list of Top Companies to Work for in Arizona for 3 years in a row and ranked #1 this year! Learn More About Our Reco...
  • 10 Days Ago

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Teller/New Accounts Representative
  • Method Bank
  • Wyandotte, OK PART_TIME
  • **Job Summary:** We are seeking a dedicated Account Representative to join our team. The ideal candidate will be responsible for managing client accounts, providing excellent customer service, and pro...
  • 11 Days Ago

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New Accounts Representative
  • Heritage Bank
  • Marysville, WA FULL_TIME
  • Base Salary Range: Level I - $18.16 - $22.70 - $27.25 per hour Level II - $19.52 - $24.40 - $29.29 per hour Depending on qualifications and experience, New Accounts Representative I or II may be consi...
  • 14 Days Ago

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Regional Sales Manager
  • Milan Laser Company
  • Columbus, OH
  • About Milan Laser Hair Removal Milan Laser Hair Removal the nation's leading laser hair removal provider. That's because...
  • 5/20/2024 12:00:00 AM

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Business Development Representative
  • Arrive Logistics
  • Columbus, OH
  • Who We Are Arrive Logistics is a leading transportation and technology company in North America, having surpassed $2 bil...
  • 5/19/2024 12:00:00 AM

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Remote Inside Sales Executive
  • The LaSalle Group
  • Columbus, OH
  • LaSalle Network has partnered with a leading provider of high-quality books and digital content to libraries serving sch...
  • 5/19/2024 12:00:00 AM

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Regional Vice President (RVP) Pharmacy (PBM) Account Management - CarelonRX (TPA and Labor/Union)
  • Elevance Health
  • Columbus, OH
  • Description A proud member of the Elevance Health family of companies, CarelonRx (formerly IngenioRx) leverages the powe...
  • 5/19/2024 12:00:00 AM

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Entry Level Business Advisor
  • ProducifyX
  • Columbus, OH
  • Job Description Job Description Benefits: Added Variable Compensation (2-3X Your Pay) Retirement Bonus based on performa...
  • 5/18/2024 12:00:00 AM

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Major Accounts District Manager
  • ADP
  • Columbus, OH
  • ADP is hiring a Sales Representative, Major Accounts. Are you ready to control your financial future with unlimited upsi...
  • 5/16/2024 12:00:00 AM

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Account Representative Seeking Former Athlete
  • ProducifyX
  • Columbus, OH
  • Job Description Job Description Benefits: Added Variable Compensation (2-3X Your Pay) Retirement Bonus based on performa...
  • 5/15/2024 12:00:00 AM

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Account Executive, Ticket Sales - Ohio State University
  • Learfield
  • Columbus, OH
  • Founded in 2011 on the people principles of Character, Capacity and Commitment, LEARFIELD Amplify represents nearly 50 c...
  • 5/15/2024 12:00:00 AM

Income Estimation for New Accounts Representative jobs
$36,233 to $44,802