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)
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:
Accounts Receivable:
Process Improvement and Compliance:
Education:
Experience:
Skills:
Job Type: Full-time
Pay: From $35,000.00 per year
Benefits:
Schedule:
Ability to Commute:
Ability to Relocate:
Work Location: In person