New Accounts Representative Branch Banking Operations x2

Be Part Of A High-Performing Team

Join a global financial organization built around long-term client relationships, integrity, customer service, and disciplined banking operations. The organization emphasizes a customer-first approach, collaboration, accuracy, compliance, and delivering high-quality financial solutions while maintaining strong risk-management standards.

This branch-based team supports both consumer and business banking customers with account servicing, transaction processing, problem resolution, and financial product support. The environment is highly customer-facing and requires professionals who can balance service, operational accuracy, regulatory compliance, and appropriate identification of additional banking needs.

What's In Store For You

• Engagement: W2 only (no C2C/1099).
  
• Full-time schedule of approximately 40 hours per week.
  
• Onsite opportunity in Brea, California.
  
• Exposure to consumer and commercial branch banking operations, including new accounts, teller transactions, audit support, customer service, and financial products.
  
• Opportunity to serve as an experienced branch resource while providing guidance to other branch service representatives.
  

How You Will Make An Impact

• Open and service consumer and business deposit accounts, including checking, savings, certificates of deposit, IRAs, and other account types.
  
• Interview customers, verify identification and required documentation, review references or account-opening requirements, and accurately establish new accounts.
  
• Process account maintenance, account changes, transfers, and related servicing requests.
  
• Operate a teller drawer and accurately process deposits, withdrawals, night-drop items, courier transactions, mail transactions, and other branch activity.
  
• Resolve customer questions, transaction discrepancies, and account servicing issues within established authority.
  
• Identify appropriate opportunities to introduce customers to additional banking products and services.
  
• Support branch operational controls, daily certifications, reporting, documentation, callbacks, recordkeeping, and audit-related activities.
  
• Follow applicable banking regulations, internal operational policies, security procedures, dual-control requirements, and teller standards.
  
• Provide day-to-day guidance to less-experienced branch service staff and communicate training or service concerns to branch leadership.
  

Do You Bring Proven Success in New Accounts and Branch Banking Operations?

• 3+ years of new accounts, branch operations, financial-services sales, or related banking customer-service experience.
  
• Strong hands-on knowledge of opening and servicing consumer and business deposit accounts.
  
• Experience handling documentation for more complex account ownership structures, such as fiduciary and corporate accounts.
  
• Working knowledge of retail and commercial banking products, terminology, operating procedures, and applicable banking regulations.
  
• Teller experience with the ability to accurately count and balance currency, coin, and negotiable instruments.
  
• Ability to calculate account balances and interest and identify routine transaction or mathematical discrepancies.
  
• Comfortable using account-opening systems, banking platforms, spreadsheets, word-processing applications, and other branch technology.
  
• Strong interpersonal and customer-service skills, including the ability to resolve challenging or non-standard customer situations.
  
• Effective organizational and time-management skills with the ability to work independently under general supervision.
  
• Associate degree in Business or comparable professional experience.