New Accounts Representative
Company: Mega Bank
Location: San Gabriel
Posted on: February 13, 2026
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Job Description:
Job Description Job Description Salary Negotiable Depending on
Experience Job Summary Mega Bank is seeking a New Accounts
Representative who will be primarily responsible for explaining to
prospective and existing customers the various types of depository
products and services that the Bank offers. The ideal candidate can
retain knowledge gained, obtain necessary documents and
verification prior to open personal and business accounts, order
checks, assist customers in all aspects of opening, using, and
closing the safe-deposit boxes, as well as answer incoming
telephone calls and taking down messages. Job Duties Establish
proper identification of the new customer. Verify with Chex System,
or equivalent to determine if the customer is eligible to open
accounts with us. Consult with supervisor for approval if further
approval is needed to open or refuse to open new accounts. Must
maintain a good working knowledge of bank's existing, new products
and services offered. Comply with all Bank policies in
handling/opening all accounts including all interest and
non-interest bearing accounts and safe deposit boxes. Answer all
inquiries regarding interest rate, depository accounts, and other
services that Bank offers. New Accounts Representative is also
responsible to redirect all loan inquiries to the branch loan
department. Filing new account reports, new/closed signature and
new accounts documentation and information sheet. Perform other
duties as needed and assigned by management. Qualifications 1 to 3
years of experience as a New Accounts Representative REQUIRED.
Bilingual in Chinese and English. Excellent customer service and
sales skills. Proven working experience in banking, personal
banking, retail banking or financial services. Basic PC knowledge.
Attention to detail and mathematical skills. Strong written, verbal
and collaboration skills. Mega Bank is an Equal Opportunity
Employer. All qualified applicants will receive consideration for
employment without regard to race, color, religion, sex, sexual
orientation, age, national origin, disability, protected veteran
status, gender identity or any other factor protected by applicable
federal, state, or local laws.
Keywords: Mega Bank, South Gate , New Accounts Representative, Accounting, Auditing , San Gabriel, California
