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New Accounts Representative Jobs (NOW HIRING)

Mega Bank

New Accounts Representative

San Gabriel, CA · On-site

$21 - $23/hr

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 ...

Heritage Bank

New Accounts Representative

Puyallup, WA · On-site

$25.62 - $30.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Canyon Rd Branch is seeking a new accounts representative to help customers meet their financial goals by providing exceptional customer service, opening new accounts, and actively participating ...

HERITAGE BANK

New Accounts Representative

Sumner, WA · On-site

$25.62 - $30.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Sumner Branch is seeking a n ew accounts representative to help customers meet their financial goals by providing exceptional customer service, opening new accounts, and actively participating in ...

New

HERITAGE BANK

New Accounts Representative

Sequim, WA · On-site

$25.62 - $30.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Sequim Branch is seeking a n ew accounts representative to help customers meet their financial goals by providing exceptional customer service, opening new accounts, and actively participating in ...

Heritage Bank

New Accounts Representative

Sumner, WA · On-site

$25.62 - $30.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Sumner Branch is seeking a new accounts representative to help customers meet their financial goals by providing exceptional customer service, opening new accounts, and actively participating in ...

New

HERITAGE BANK

New Accounts Representative

Puyallup, WA · On-site

$25.62 - $30.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Canyon Rd Branch is seeking a n ew accounts representative to help customers meet their financial goals by providing exceptional customer service, opening new accounts, and actively participating ...

HERITAGE BANK

New Accounts Representative

Kingston, WA · On-site

$25.62 - $30.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Kingston Branch is seeking a new accounts representative to help customers meet their financial goals by providing exceptional customer service, opening new accounts, and actively participating ...

HERITAGE BANK

New Accounts Representative

Marysville, WA · On-site

$25.62 - $30.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Marysville Branch is seeking a new accounts representative to help customers meet their financial goals by providing exceptional customer service, opening new accounts, and actively participating ...

Heritage Bank

New Accounts Representative

Sequim, WA · On-site

$25.62 - $30.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Sequim Branch is seeking a new accounts representative to help customers meet their financial goals by providing exceptional customer service, opening new accounts, and actively participating in ...

Glacier Bancorp, Inc.

Teller/New Accounts Representative

Durango, CO · On-site

$19 - $23/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Tellers/New Account Representatives are often the first point of contact for customers at Bank of the San Juans, setting the tone for the overall banking experience. The primary responsibilities of a ...

RNB State Bank

New Accounts Representative-Banking

Rawlins, WY · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

RNB State Bank is looking for a New Accounts Representative to join our team at our Rawlins, WY location! RNB State Bank is a locally managed independent community bank founded in 1899, offering an ...

RNB State Bank

New Accounts Representative-Banking

Rawlins, WY · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Description RNB State Bank is looking for a New Accounts Representative to join our team at our Rawlins, WY location! RNB State Bank is a locally managed independent community bank founded in 1899 ...

RNB State Bank

New Accounts Representative-Banking

Rawlins, WY · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

RNB State Bank is looking for a New Accounts Representative to join our team at our Rawlins, WY location! RNB State Bank is a locally managed independent community bank founded in 1899, offering an ...

Glacier Bancorp, Inc.

Teller/New Accounts Representative

Durango, CO · On-site

$19 - $23/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Tellers/New Account Representatives are often the first point of contact for customers at Bank of the San Juans, setting the tone for the overall banking experience. The primary responsibilities of a ...

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All JobsNew Accounts Representative Jobs

New Accounts Representative information

See salary details

$30.5K

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How much do new accounts representative jobs pay per year?

As of Aug 15, 2026, the average yearly pay for new accounts representative in the United States is $40,062.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,000.00 and $43,000.00 per year, depending on experience, location, and employer.

What is a new accounts representative?

New Accounts Representatives are professionals who work primarily in banks or financial institutions to assist customers with opening new accounts, such as checking, savings, or business accounts. They guide clients through the account setup process, explain different account features and requirements, and ensure all necessary documentation is collected and verified. Additionally, they may provide basic information about the institution’s products and services, answer customer inquiries, and maintain accurate records. Their role is vital for ensuring a positive first impression and helping customers start their banking relationship smoothly.

What is the difference between New Accounts Representative vs Customer Service Representative?

AspectNew Accounts RepresentativeCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; sales or financial certificationsHigh school diploma or equivalent; customer service training
Work EnvironmentOffice setting, sales-focused, client-facingCall center, office, or remote, client interaction
Employer & Industry UsageFinancial institutions, banks, insurance companiesRetail, telecom, banking, service industries
Search & Comparison IntentUnderstanding sales roles, client acquisitionCustomer support, issue resolution

While both roles involve client interaction, a New Accounts Representative primarily focuses on acquiring new clients and opening accounts, often in financial or banking sectors. In contrast, a Customer Service Representative handles ongoing customer inquiries and support. The roles share similar credentials and work environments but differ in their core responsibilities and employer usage.

What are some common challenges a new accounts representative faces when onboarding new clients?

New Accounts Representatives often encounter challenges such as ensuring complete and accurate documentation, navigating regulatory compliance requirements, and managing multiple client requests simultaneously. Building rapport with new clients while maintaining attention to detail is crucial, as errors can delay account opening or create compliance issues. Effective communication and organizational skills help representatives address these challenges, ensuring a smooth onboarding experience for clients and the financial institution.

What are the key skills and qualifications needed to thrive as a new accounts representative?

To thrive as a New Accounts Representative, you need strong knowledge of banking products and procedures, attention to detail, and typically a high school diploma or equivalent. Familiarity with financial software, customer relationship management (CRM) systems, and compliance regulations is often required. Excellent interpersonal skills, active listening, and problem-solving abilities help you build trust and effectively assist customers. These skills are crucial for ensuring accurate account setup, regulatory compliance, and delivering a positive client experience.

Is being a New Accounts Representative a good job?

A New Accounts Representative typically handles opening new customer accounts, requiring strong communication and customer service skills. The role often involves sales targets and administrative tasks, with work environments varying from retail to financial services. Job satisfaction depends on individual preferences, company culture, and compensation structure.

How do I become a new accounts representative?

To become a new accounts representative, candidates typically need a high school diploma or equivalent, strong communication skills, and customer service experience. Some employers prefer candidates with a bachelor's degree or relevant certifications, and training is often provided on the job to familiarize new hires with company products and sales processes.

Who are the top companies hiring for New Accounts Representative jobs?

The top employers for New Accounts Representative jobs are:

What states have the most New Accounts Representative jobs?

States with the most job openings for New Accounts Representative jobs include:

What are popular job titles related to New Accounts Representative jobs?

For New Accounts Representative jobs, the most frequently searched job titles are:

New Accounts Representative jobs near you
Infographic showing various New Accounts Representative job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 15% Part Time, and 1% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $40,062 per year, or $19.3 per hour.

New Accounts Representative

MetaOption, LLC

San Gabriel, CA • On-site

Full-time

Re-posted 6 days ago

Job description

New Accounts Representative 
San Gabriel, CA and Hacienda Heights, CA
Job Summary
The client is seeking a New Accounts Representative who will be 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 accounts, order checks, assist customers in all aspects of opening, using, and closing the safe-deposit boxes.
Job Duties
  • Provide courteous and patient explanations of various types of accounts and services that the Bank providers to best accommodate customer needs.
  • Establish proper identification of the new customer. Verify 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 noninterest bearing accounts and safe deposit boxes.
  • Properly order checks and other related supplies for customers.
  • 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.
  • Promptly follow up on pending documentation and maintain all accounting logs and files.
  • Perform other duties as needed and assigned by management.

Qualifications
  • 1 year or more experience as a New Accounts Representative at a financial institution.
  • Bilingual in Mandarin and English.
  • Excellent customer service and sales skills.
  • Basic PC knowledge.
  • Attention to detail and mathematical skills.
  • Strong written, verbal and collaboration skills.

 

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