Oak Valley Community Bank
New Accounts Representative- Roseville, CA Branch
Oak Valley Community Bank, Roseville, California, United States, 95678
New Accounts Representative – Roseville Branch
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Oak Valley Community Bank is excited to open a new branch in Roseville, CA, and we’re looking for a motivated New Accounts Representative to join our team. This is a great opportunity for current Tellers or New Accounts staff who are passionate about customer service and eager to grow within the organization.
What You’ll Do
Open, maintain, and close various account types (checking, savings, IRAs, CDs, etc.)
Interview customers to understand their financial needs and recommend appropriate services
Cross-sell bank products and services, including safe deposit boxes
Process check orders, verify customer information, and maintain accurate records
Perform teller duties including cash handling, deposits, and withdrawals
Ensure compliance with bank policies and federal regulations (including BSA)
Provide excellent customer service and follow up on customer inquiries
Maintain a positive, solutions-oriented attitude and take initiative daily
Minimum Requirements
High school diploma or GED
1+ year of experience in banking, or financial operations
Basic knowledge of banking regulations and compliance
Intermediate computer and typing skills
Strong math and cash handling abilities
Excellent verbal and written communication skills
Ability to work independently and manage time effectively
Preferred Qualifications
Experience as a Teller or New Accounts Representative
Familiarity with ChexSystems and online check ordering
Proven ability to cross-sell financial products
Knowledge of general office practices and banking software systems
Salary Range: $41,000 – $55,000 annually (non-exempt)
Schedule: Monday–Friday
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Oak Valley Community Bank is excited to open a new branch in Roseville, CA, and we’re looking for a motivated New Accounts Representative to join our team. This is a great opportunity for current Tellers or New Accounts staff who are passionate about customer service and eager to grow within the organization.
What You’ll Do
Open, maintain, and close various account types (checking, savings, IRAs, CDs, etc.)
Interview customers to understand their financial needs and recommend appropriate services
Cross-sell bank products and services, including safe deposit boxes
Process check orders, verify customer information, and maintain accurate records
Perform teller duties including cash handling, deposits, and withdrawals
Ensure compliance with bank policies and federal regulations (including BSA)
Provide excellent customer service and follow up on customer inquiries
Maintain a positive, solutions-oriented attitude and take initiative daily
Minimum Requirements
High school diploma or GED
1+ year of experience in banking, or financial operations
Basic knowledge of banking regulations and compliance
Intermediate computer and typing skills
Strong math and cash handling abilities
Excellent verbal and written communication skills
Ability to work independently and manage time effectively
Preferred Qualifications
Experience as a Teller or New Accounts Representative
Familiarity with ChexSystems and online check ordering
Proven ability to cross-sell financial products
Knowledge of general office practices and banking software systems
Salary Range: $41,000 – $55,000 annually (non-exempt)
Schedule: Monday–Friday
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