The function of the New Accounts Representative is to enter all new incoming applications accurately and completely. The New Accounts Representative must create a file for each account including but ...
The function of the New Accounts Representative is to enter all new incoming applications accurately and completely. The New Accounts Representative must create a file for each account including but ...
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 ...
Quick apply
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 ...
The function of the New Accounts Representative is to enter all new incoming applications accurately and completely. The New Accounts Representative must create a file for each account including but ...
The function of the New Accounts Representative is to enter all new incoming applications accurately and completely. The New Accounts Representative must create a file for each account including but ...
New Accounts Representative
Everett, WA · On-site
$25.62 - $30.75/hr
The Everett 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 Accounts Representative
Everett, WA · On-site
$25.62 - $30.75/hr
The Everett 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 Accounts Representative
$25.62 - $30.75/hr
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 ...
New Accounts Representative
$25.62 - $30.75/hr
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 ...
New Accounts Representative
$25.62 - $30.75/hr
The FreelandBranch 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 Accounts Representative
$25.62 - $30.75/hr
The FreelandBranch 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 Accounts Representative
$25.62 - $30.75/hr
The FreelandBranch 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 Accounts Representative
$25.62 - $30.75/hr
The FreelandBranch 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 Accounts Representative
Lacey, WA · On-site
$25.62 - $30.75/hr
The LaceyBranch 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 Accounts Representative
Lacey, WA · On-site
$25.62 - $30.75/hr
The LaceyBranch 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 Accounts Representative
$25.62 - $30.75/hr
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 ...
New Accounts Representative
$25.62 - $30.75/hr
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 ...
New Accounts Representative
$25.62 - $30.75/hr
The Everett 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 Accounts Representative
$25.62 - $30.75/hr
The Everett 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 Accounts Representative
$25.62 - $30.75/hr
The LaceyBranch 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 Accounts Representative
$25.62 - $30.75/hr
The LaceyBranch 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 ...
As a New Accounts Representative, you will be the first point of contact for potential customers. Your role is essential in building lasting relationships and ensuring that our clients feel valued ...
As a New Accounts Representative, you will be the first point of contact for potential customers. Your role is essential in building lasting relationships and ensuring that our clients feel valued ...
New Accounts Representative
Jamestown, ND · On-site
Description Summary/Objective This position is responsible for opening new deposit accounts, providing customer support, cross-selling additional products, and supporting the overall sales efforts of ...
New Accounts Representative
Jamestown, ND · On-site
Description Summary/Objective This position is responsible for opening new deposit accounts, providing customer support, cross-selling additional products, and supporting the overall sales efforts of ...
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New Accounts Representative
Oneida, TN · On-site
$1 - $2/hr
... new checks, replace lost debit cards, transfer money, research transaction errors, counsel clients on the use of online banking or bill pay, advise clients on budgeting and balancing their accounts ...
Quick apply
Be Seen First
New Accounts Representative
Oneida, TN · On-site
$1 - $2/hr
... new checks, replace lost debit cards, transfer money, research transaction errors, counsel clients on the use of online banking or bill pay, advise clients on budgeting and balancing their accounts ...
New Accounts Representative
Caldwell, TX · On-site
$16.56 - $24.84/hr
* Processes all new account transactions * Builds customer relationships * Assists customers in their selection of various accounts and financial services * Opens, maintains and closes all account ...
New Accounts Representative
Caldwell, TX · On-site
$16.56 - $24.84/hr
* Processes all new account transactions * Builds customer relationships * Assists customers in their selection of various accounts and financial services * Opens, maintains and closes all account ...
New Accounts Representative
Granbury, TX · On-site
Open various new accounts, including personal, business and fiduciary accounts. Process necessary information and educate the customers as to services/products available as a result. (For example ...
New Accounts Representative
Granbury, TX · On-site
Open various new accounts, including personal, business and fiduciary accounts. Process necessary information and educate the customers as to services/products available as a result. (For example ...
Open various new accounts, including personal, business and fiduciary accounts. Process necessary information and educate the customers as to services/products available as a result. (For example ...
Open various new accounts, including personal, business and fiduciary accounts. Process necessary information and educate the customers as to services/products available as a result. (For example ...
New Accounts Representative
Granbury, TX · On-site
Open various new accounts, including personal, business and fiduciary accounts. Process necessary information and educate the customers as to services/products available as a result. (For example ...
New Accounts Representative
Granbury, TX · On-site
Open various new accounts, including personal, business and fiduciary accounts. Process necessary information and educate the customers as to services/products available as a result. (For example ...
Teller/New Accounts Representative
$17.50 - $19/hr
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 ...
Teller/New Accounts Representative
$17.50 - $19/hr
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 ...
Teller/New Accounts Representative
Pueblo, CO · On-site
$17.50 - $19/hr
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 ...
Teller/New Accounts Representative
Pueblo, CO · On-site
$17.50 - $19/hr
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 ...
New Accounts Representative information
See salary details
$30.5K - $32K
3% of jobs
$32K - $33.5K
5% of jobs
$33.5K - $35K
5% of jobs
$35K - $36.5K
6% of jobs
$37.3K is the 25th percentile. Wages below this are outliers.
$36.5K - $38K
9% of jobs
$38K - $39.5K
12% of jobs
The median wage is $40.4K / yr.
$39.5K - $41K
16% of jobs
$41K - $42.5K
16% of jobs
$42.8K is the 75th percentile. Wages above this are outliers.
$42.5K - $44K
15% of jobs
$44K - $45.5K
9% of jobs
$45.5K - $47K
4% of jobs
$30.5K
$40.1K
$47K
How much do new accounts representative jobs pay per year?
As of Jun 9, 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 are New Accounts Representatives?
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?
| Aspect | New Accounts Representative | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; sales or financial certifications | High school diploma or equivalent; customer service training |
| Work Environment | Office setting, sales-focused, client-facing | Call center, office, or remote, client interaction |
| Employer & Industry Usage | Financial institutions, banks, insurance companies | Retail, telecom, banking, service industries |
| Search & Comparison Intent | Understanding sales roles, client acquisition | Customer 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, and why are they important?
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.
More about New Accounts Representative jobs
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 job categories do people searching New Accounts Representative jobs look for? The top searched job categories for New Accounts Representative jobs are:
What are popular job titles related to New Accounts Representative jobs? For New Accounts Representative jobs, the most frequently searched job titles are:
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Posted 9 days ago
Job description
The function of the New Accounts Representative is to enter all new incoming applications accurately and completely. The New Accounts Representative must create a file for each account including but not limited to setting up a Checklist and running a credit report, then take the completed file to Underwriting for the approval process. The overall objective is to meet the company time service standards and department turnaround time of getting all new accounts keyed into the system within 1 hour of receiving the application.
- Enter new applications received accurately and completely.
- Create a file and checklist to include the applications and all supporting documents received.
- Review and verify equipment information for PCI compliance.
- Attach all documents into internal database.
- Identify additional documents that require additional set up handling. (IE, holdbacks, deployment forms, supermarket/utility set-up’s etc.)
- Communicate all missing information or inconsistencies on the checklist for the Underwriter to review.
- Update and change the status in the internal database.
- Take on miscellaneous tasks as assigned. Â