New Account Representative. St.Charles/Geneva locations. 36-40 hours

Job Description

The New account representative role will allow for the right candidate to get the appropriate training and experience in a retail banking environment and lead to a Banker role.

Involved in daily operations of the branch. Responsible for following all bankline and banker procedures when working with a cash drawer and as a retail banker. Complete compliance modules as assigned. Active participation in sales and achievement of financial and branch goals as set by management. Maintain a positive can-do attitude with flexiblity to adjust to the demands of the day to day business needs.


  • Maintain overall knowledge of branch operations to ensure adherence to all policies and procedures.
  • Identify opportunities to generate referrals to other lines of business.
  • Cross sell deposits, loans and services.
  • Ensure prompt, accurate and a positive and professional client experience.
  • Maintain open lines of communication with coworkers and management.
  • Possess skills necessary to establish all type of account relationships within the branch.
  • Prior banking experience as a New Account Representative helpful.



Microsoft Office

FIS/IBS Platforms preferred

Cash handling experience

Client Relationships-development, retention and customizing financial needs.

Prior New Account Experience preferred but not required.

Contact Information