New Accounts Clerk

Summary/Objective: Under general supervision, the New Accounts Clerk interviews persons desiring to open, transfer or cancel accounts. Explain account services available to customers and assist them in preparing applications. Answers customers’ questions and explains services. Ensures and verifies the completion of the paperwork, to include notary services, filing, scanning, and mailings. All other duties as assigned

Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Interview customers to obtain information needed to open, transfer or cancel accounts.

2. Compile information about accounts, enter account information into computers, and file related forms or other documents.

3. Inform customers of procedures for services needed.

4. Schedules appointments for department

5. Refer customers to appropriate personnel to meet their questions.

6. Process applications.

7. Follow up with members’ on any missing information.

8. Back up other departments as needed.

9. Perform miscellaneous duties such as filing, answering phones, maintaining supplies.

Competencies

1. Self-starter individual

2. Excellent Customer Service Skills

3. Excellent phone etiquette

4. Must posse good written and oral communication

5. Great Organizational skills

6. Good Interpersonal skills

7. Must be proficient in Microsoft Word, Excel, and Outlook

8. Good Math and Calculator skills.

9. Problem Solving/Analysis

Work Environment:

This position operates in a professional office environment.

Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to talk and hear.This position requires long periods of standing, walking, and reaching and occasional bending, kneeling, and stooping throughout the day. The employee must frequently lift and/or move items up to 20 pounds.

Job Type: Full-time

Pay: $13.00 per hour

Benefits:

• Dental insurance
• Employee assistance program
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Microsoft Excel: 1 year (Required)
• Customer service: 1 year (Required)
• Organizational skills: 1 year (Required)
• Microsoft Word: 1 year (Required)

License/Certification:

• Certified Notary Public (Required)

Work Location: In person