Job Description
Join Oak Valley Community Bank as an Accounts Representative in Stockton, CA. This position focuses on building customer relationships while managing the setup and servicing of diverse banking accounts.
In this full-time role, you'll be instrumental in supporting customers by opening, maintaining, and closing accounts, including savings, checking, IRAs, and more. Your expertise in sales will shine as you cross-sell services and build rapport with clients. Accuracy is paramount; you will handle data entry and compliance with banking standards meticulously.
Key Responsibilities:
• Explain banking services during customer interviews
• Provide accurate account disclosures before opening
• Track client information for prompt follow-up
• Ensure data integrity when entering account details
• Process transactions and manage cash handling
Requirements:
• High school diploma or GED needed
• At least one year in banking or sales roles
• Effective verbal and writte...
In this full-time role, you'll be instrumental in supporting customers by opening, maintaining, and closing accounts, including savings, checking, IRAs, and more. Your expertise in sales will shine as you cross-sell services and build rapport with clients. Accuracy is paramount; you will handle data entry and compliance with banking standards meticulously.
Key Responsibilities:
• Explain banking services during customer interviews
• Provide accurate account disclosures before opening
• Track client information for prompt follow-up
• Ensure data integrity when entering account details
• Process transactions and manage cash handling
Requirements:
• High school diploma or GED needed
• At least one year in banking or sales roles
• Effective verbal and writte...