New Accounts Representative Category Banking/loans Location Century City, Ca

Xtended Resources

Century City, CA, US
**
Knowledge of business formation documents
Understanding of new accounts regulations
Basic bsa knowledge
** Xtended Resources is seeking a New Accounts Representative in Century City, CA, to handle the opening of new accounts and assist customers with inquiries. The ideal candidate should have knowledge of business formation documents and regulations, as well as experience in due diligence processes related to account openings. **

Job Summary

  • The role requires efficiently performing due diligence to reduce risk while opening accounts for the sales team.
  • Candidates must be knowledgeable in all new accounts regulations, bank services, products, and basic BSA requirements.
  • Responsibilities include reviewing complex business documentation and researching out-of-state entity filing requirements.

Matching Summary

Match Score: 75

** Xtended Resources is seeking a New Accounts Representative in Century City, CA, to handle the opening of new accounts and assist customers with inquiries. The ideal candidate should have knowledge of business formation documents and regulations, as well as experience in due diligence processes related to account openings. **

Skills & Requirements

Must-have

  • Knowledge of business formation documents
  • Understanding of new accounts regulations
  • Basic BSA knowledge
  • Experience with complex business documentation

Nice-to-have

  • Ability to assist with training entry level staff
  • Strong communication with internal departments
  • Experience quoting rates and terms

Key Requirements

  • Knowledge of business formation documents
  • Basic BSA knowledge
  • Familiarity with new accounts regulations

Work Rights

Not specified

Tailored Resume

Cover Letter