New Accounts Specialist, banking

New Accounts Specialist, banking
In Rolling Hills Estates, California 90274

Job Description

Workway is a professional staffing firm, working with organizations across the country to place exceptional candidates. We are looking for a New Accounts Specialist, banking responsible to consult with customer and prospects about their financial goals and needs, and identify and promote Bank products and services to best meet those needs.

Your specific duties will include:

  • Actively cross-sell Bank products by leveraging sales opportunities in assigned branch and by referring clients to other Bank departments for additional needs
  • Address and resolve customer concerns to maintain valued customer relationships.
  • Collect and review all account documentation and assumes responsibility for its proper completion.


Specific qualifications for the position include

  • High school diploma or equivalent
  • Minimum 1-2 years of Bank Teller experience 
  • 2+ years of Customer Service/Sales experience

Let one of our recruiters assist you in finding and preparing for interviews with our clients. Whether you are interested in a direct hire, temp-to-hire, or temporary position, Workway can help you to put your best foot forward. Contact us today! 

Apply Now
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Cydney McFarlan