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New Accounts Assistant Jobs (NOW HIRING)

Mega Bank

New Accounts Representative

San Gabriel, CA · On-site

$21 - $23/hr

... accounts, order checks, assist customers in all aspects of opening, using, and closing the safe ... Establish proper identification of the new customer. Verify with Chex System, or equivalent to ...

First National Bank

Be Seen First

New Accounts Representative

Oneida, TN · On-site

$1 - $2/hr

Listen to inquiries, assist, when possible, route situations to other staff members appropriately ... accounts, investments, loans, credit, treasury management, etc. * Report any customer service ...

FirstBank

New Accounts

Coalgate, OK · On-site

New Accounts REPORTS TO : Frontline Supervisor JOB SUMMARY: This position is responsible for ... Initiate wire transfers. * Assist customers with address, phone number, and email changes.

AMERISTATE BANK

New Accounts

Atoka, OK · On-site

As a New Accounts Representative, you will be the first point of contact for potential customers ... Account Opening: Assist customers in opening various types of accounts (checking, savings ...

FirstBank

New Accounts

Coalgate, OK

New Accounts REPORTS TO : Frontline Supervisor JOB SUMMARY: This position is responsible for ... Initiate wire transfers. * Assist customers with address, phone number, and email changes.

NewSchool

Student Accounts Assistant

San Diego, CA · On-site

$20 - $25/hr

Student Accounts Assistant Reports to: Executive Assistant to President Department: Bursar ... Ability to learn new systems and processes quickly and efficiently * Detail-oriented, organized ...

NewSchool

Student Accounts Assistant

San Diego, CA · On-site

$20 - $25/hr

Student Accounts Assistant Reports to: Executive Assistant to President Department: Bursar ... Ability to learn new systems and processes quickly and efficiently * Detail-oriented, organized ...

janney

$44K - $60K/yr

As a New Accounts Associate, you will play an integral role within the Account Services team by ... Allocate team resources to support the smooth and timely processing of work items. * Assist with ...

janney

$44K - $60K/yr

As a New Accounts Associate, you will play an integral role within the Account Services team by ... Allocate team resources to support the smooth and timely processing of work items. * Assist with ...

MERITRONICS INC

AP Assistant

Milpitas, CA · On-site

$49K - $62K/yr

... new accounts payable staff. * Assist in various data entry projects completed in a timely and accurate manner. * Assist with accounts payable and bank related audit queries. * Assist with filing and ...

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How much do new accounts assistant jobs pay per hour?

As of Jun 9, 2026, the average hourly pay for new accounts assistant in the United States is $20.31, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $22.60 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a New Accounts Assistant, and why are they important?

To thrive as a New Accounts Assistant, you typically need attention to detail, organizational skills, and a basic understanding of banking or financial processes, usually supported by a high school diploma or equivalent. Familiarity with banking software, data entry systems, and compliance protocols is often required. Strong customer service, communication, and problem-solving abilities set standout candidates apart. These skills are crucial for ensuring accurate account setup, regulatory compliance, and a positive client experience.

What are some common challenges faced by a New Accounts Assistant, and how can they be effectively managed?

A New Accounts Assistant often encounters challenges such as handling a high volume of onboarding requests, ensuring accuracy in customer documentation, and maintaining compliance with regulatory requirements. Effective time management and attention to detail are essential to prevent errors and delays. Building strong communication skills also helps when clarifying information with clients or collaborating with other departments, such as compliance and customer service, to resolve issues quickly and efficiently.

What does a New Accounts Assistant do?

A New Accounts Assistant is responsible for helping customers open new accounts at financial institutions such as banks or credit unions. Their duties typically include verifying customer identification, processing application forms, explaining account options, and ensuring compliance with regulations. They also answer customer inquiries about account features, help resolve issues, and maintain accurate records. This role requires strong attention to detail, customer service skills, and knowledge of banking procedures.
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What are the most commonly searched types of New Accounts jobs? The most popular types of New Accounts jobs are:
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New Accounts Assistant jobs near you
New Accounts Representative

New Accounts Representative

Mega Bank

San Gabriel, CA • On-site

$21 - $23/hr

Full-time

Posted 24 days ago

Job description

Salary Negotiable Depending on Experience

Job Summary

Mega Bank is seeking a New Accounts Representative who will be primarily responsible for explaining to prospective and existing customers the various types of depository products and services that the Bank offers. The ideal candidate can retain knowledge gained, obtain necessary documents and verification prior to open personal and business accounts, order checks, assist customers in all aspects of opening, using, and closing the safe-deposit boxes, as well as answer incoming telephone calls and taking down messages.

Job Duties

  • Establish proper identification of the new customer. Verify with Chex System, or equivalent to determine if the customer is eligible to open accounts with us. Consult with supervisor for approval if further approval is needed to open or refuse to open new accounts.
  • Must maintain a good working knowledge of bank's existing, new products and services offered.
  • Comply with all Bank policies in handling/opening all accounts including all interest and non-interest bearing accounts and safe deposit boxes.
  • Answer all inquiries regarding interest rate, depository accounts, and other services that Bank offers. New Accounts Representative is also responsible to redirect all loan inquiries to the branch loan department.
  • Filing new account reports, new/closed signature and new accounts documentation and information sheet.
  • Perform other duties as needed and assigned by management.


Qualifications

  • 1 to 3 years of experience as a New Accounts Representative REQUIRED.
  • Bilingual in Chinese and English.
  • Excellent customer service and sales skills.
  • Proven working experience in banking, personal banking, retail banking or financial services.
  • Basic PC knowledge.
  • Attention to detail and mathematical skills.
  • Strong written, verbal and collaboration skills.


Mega Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, age, national origin, disability, protected veteran status, gender identity or any other factor protected by applicable federal, state, or local laws.