Oak Valley Community Bank · 1 day ago
New Accounts Representative- Full-Time
Stockton, CA
Full-time
Onsite
Entry Level
$19.71/hr - $26.44/hr
1+ years expOak Valley Community Bank is seeking a New Accounts Representative to join their Retail Banking Group. In this role, you will ensure seamless account management and exceptional customer service while handling various account types and building strong relationships with customers.
BankingCommunitiesFinancial Services
Responsibilities
You'll handle the opening, maintenance, and closure of various account types
You'll engage with customers, explain financial services, and guide them through the account setup process
Cross-selling our bank's products and services will be second nature to you
You'll meticulously record account information, address customer inquiries, and rectify any errors
You'll obtain necessary clearances and adhere to established procedures
Before opening an account, you'll provide customers with all necessary disclosures
You'll interview customers, explaining available financial services and tailoring solutions to their needs
By tracking personal information, you'll build lasting relationships and follow up promptly
Account details obtained from customers will be accurately entered into our systems
When customers seek additional services, you'll refer them to the right staff and obtain necessary clearances
Managing check orders and admitting customers to safe deposit vaults will be part of your routine
You'll place new account uncollected funds on hold and notify customers
Fulfilling Customer Service Representative duties, including processing teller transactions, will be part of your role
Verifying signatures and ensuring authentication measures are met when cashing checks or disbursing funds
Qualification
Required
High school diploma or GED required, with at least one year of experience in a financial institution, customer service, sales, or operations role—or an equivalent combination of education and experience
Demonstrated ability to communicate effectively with customers and coworkers, both verbally and in writing, and to apply common sense and judgment when handling non‑routine situations or customer issues
Working knowledge of banking operations and policies, basic math skills including the ability to calculate interest, balance accounts, and accurately count cash and negotiable instruments
Preferred
Prior experience opening consumer deposit accounts (e.g., checking, savings, IRAs, CDs), distributing required disclosures, placing Reg CC holds, processing check orders, and completing documentation in accordance with bank policies
Demonstrated ability to identify customer needs, cross‑sell bank products and services, make appropriate referrals, and build long‑term customer relationships through effective follow‑up and service excellence
Working knowledge of teller functions including processing deposits and withdrawals, cashing checks, verifying signatures and authentication, admitting customers to safe deposit vaults, and balancing cash in a high‑volume environment
Benefits
Eligibility for quarterly incentives
Annual performance-based salary increases
Comprehensive benefits package
Medical
Dental
Vision
Retirement savings with employer match
Paid time off
Other voluntary benefits
Company
Oak Valley Community Bank
Oak Valley Community Bank was founded in 1990 by a group of businessmen with a vision to make local banking available to its community.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
D
Dan Greene
VP Branch Manager
J
John Capri
VP Branch Manager
Recent News
2026-01-24
2026-01-13
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