New Accounts Representative Category Banking/loans Location Century City, Ca
Xtended Resources
Century City, Ca, USA
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Business formation documents
Due diligence
New accounts regulations
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Xtended Resources is seeking a New Accounts Representative in Century City, CA, who will manage the opening of new accounts and assist customers with related inquiries. The ideal candidate should be familiar with business formation documents, regulatory requirements, and possess a solid understanding of banking services.
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Job Summary
Opens new accounts and assists both internal and external customers with account questions as needed.
Reviews complex business documentation prior to account opening.
Quotes rates, terms and fees on all consumer products and services and provides product disclosures to clients as required.
Matching Summary
Match Score: 75
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Xtended Resources is seeking a New Accounts Representative in Century City, CA, who will manage the opening of new accounts and assist customers with related inquiries. The ideal candidate should be familiar with business formation documents, regulatory requirements, and possess a solid understanding of banking services.
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Skills & Requirements
Must-have
business formation documents
due diligence
new accounts regulations
bank services and products
BSA knowledge
Nice-to-have
customer assistance
product knowledge
interdepartmental communication
Key Requirements
Knowledgeable with business formation documents
Knowledgeable in all new accounts regulations
Knowledgeable in all of the Banks services and products