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New Accounts Representative- Roseville, CA Branch

Oak Valley Community Bank - Roseville, CA

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Job Description

New Accounts Representative Roseville Branch Are you ready to take the next step in your banking career? Oak Valley Community Bank is excited to open a new branch in Roseville, CA, and we're looking for a motivated New Accounts Representative to join our team. This is a great opportunity for current Tellers or New Accounts staff who are passionate about customer service and eager to grow within the organization. As a New Accounts Representative, you'll be the face of the bank for new customers, helping them open and manage accounts, cross-sell products, and build lasting relationships. You'll also perform teller transactions and support the branch team in delivering exceptional service. What You'll Do Open, maintain, and close various account types (checking, savings, IRAs, CDs, etc.) Interview customers to understand their financial needs and recommend appropriate services Cross-sell bank products and services, including safe deposit boxes Process check orders, verify customer information, and maintain accurate records Perform teller duties including cash handling, deposits, and withdrawals Ensure compliance with bank policies and federal regulations (including BSA) Provide excellent customer service and follow up on customer inquiries Maintain a positive, solutions-oriented attitude and take initiative daily Minimum Requirements High school diploma or GED 1+ year of experience in banking, or financial operations Basic knowledge of banking regulations and compliance Intermediate computer and typing skills Strong math and cash handling abilities Excellent verbal and written communication skills Ability to work independently and manage time effectively Preferred Qualifications Experience as a Teller or New Accounts Representative Familiarity with ChexSystems and online check ordering Proven ability to cross-sell financial products Knowledge of general office practices and banking software systems

Created: 2026-03-16

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