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New Accounts Specialist

Location: Cheyenne
Posted on: June 7, 2021

Job Description:

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 serviceComfortable 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 preferred.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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