New Accounts Representative - Sacramento, CA: Beal Service Corporation

Beal Bank

New Accounts Representative

Are you looking for a non-traditional banking opportunity?

Beal Bank, one of the most successful privately owned banks in the nation, is growing and seeking a New Accounts Representative for our new retail branch in Sacramento, CA. We are a wholesale bank with a focus on deposits and related services. Our branch product lines are limited to money market accounts, certificates of deposit (including individual retirement accounts) and statement savings accounts. Loan origination experience is not necessary and there are no sales requirements.

The Retail Banking Specialist is part of a small hands-on team and will work directly with customers. Responsibilities include but are not limited to:

• Greeting customers as they enter the bank lobby.
• Open and process documentation for new accounts, including IRA’s.
• Process deposits and/or withdrawals.
• Complete verification of deposits and date of death valuations for estates & executers.
• Assist with opening daily mail in dual custody.
• Complete Currency Transaction Reports and forward to appropriate area for processing.
• Sell cashiers checks, initiate wire transfers and issues temporary checks to customers.
• Maintain cash drawer, adhering to bank policies & procedures.
• Assist in balancing the vault weekly.
• Assist customers in account maintenance (renewals, re-styling, and address changes).
• Assist customers and/or prospective customers with inquiries via the telephone.
• Perform account research as requested by customers.
• Process daily mail deposits and or file maintenance.
• Accept and process stop payment orders.
• General filing (sorting, scanning, indexing, filing & preparation of documents for offsite storage).
• Community involvement for CRA service credit.
• Additional duties as may be assigned.

This position requires 1-3 years banking experience and 2-4 years customer service experience. Strong interpersonal/customer service skills are required. Working knowledge of retail bank operations and regulatory compliance is needed. Proficiency in Microsoft Word, Excel and Internet navigation is also required.

If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you.

Note: no relocation is provided; local candidates need only to apply.