Senior New Accounts/CSR

Company:  Workway
Location: Folsom
Closing Date: 03/11/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description

Workway BancForce is a premier national staffing firm that places qualified job-seeking candidates across the nation in direct hire, temp-to-hire, and temporary positions across a variety of specialized fields. We pride ourselves in offering a candidate-centric model to assist job seekers in finding their next career opportunity.
We are looking for a Senior New Accounts/CSR responsible for the specific duties listed below.
Your specific duties will include:

  • Effectively interviews and profiles customers to recommend appropriate banking products and services.
  • Generates new business to assist in meeting bank profitability and branch goals.
  • Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience.
  • Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts.
  • Support business clients with essential Treasury Services, i.e., RDC (Check Scanner), Armored, and Courier Service.
  • Maintains thorough knowledge of bank products and services.
  • Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation.
Specific qualifications for the position include :
  • A minimum of three years of banking teller experience is required.
  • Advanced experience with opening consumer accounts and complex business accounts is required.
  • Minimum of three years of strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative and positive manner.
  • Possesses strong knowledge of basic banking regulations such as BSA and Information Security.
  • Must possess excellent judgment and the ability to accept responsibility and handle confidential information.
  • Must be proficient in using Word, Excel, and Outlook applications and banking programs.
Pay Rate Range : $20.00- $28.60 per hour DOE
Compensation may vary outside of this range depending on a number of factors, including a candidate's qualifications, skills, competencies and experience, and location. Employees have access to healthcare benefits including medical, dental, and vision as well as a 401(k) plan.
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!
Workway, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable laws, regulations, and ordinances. For our complete EEO & Pay Transparency statement, please visit To receive state and federal compliance posters, e-mail or call 972.514.1515.
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