New Accounts Specialist
Company: MERIDIAN TRUST FEDERAL CREDIT UNION
Posted on: June 6, 2021
As a New Accounts and Onboarding Specialist, you are the initial
contact for new members joining Meridian Trust. You will ask
questions to understand what's important to our new members and use
your knowledge of our products and services to determine how we can
help meet their financial needs. When opening accounts, you collect
required information, input and verify data and member information
in multiple systems. You will also assist our existing members with
new sub accounts, electronic services and other account products
and services. As part of the onboarding and new account process,
there may be additional opportunities that may be referred to other
areas of the business (e.g. lending or commercial services).
This job is for you if:
- You are enthusiastic about providing world-class customer
- Comfortable in a PC environment using multiple systems.
- Excellent organizational and follow-up skills.
- You enjoy a fast paced environment.
- Previous Teller/ banking experience with financial institution
- Prior experience in customer service or sales environment.
Keywords: MERIDIAN TRUST FEDERAL CREDIT UNION, Cheyenne , New Accounts Specialist, Other , Cheyenne, Wyoming
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