New Accounts Representative Resume

Robert Racine

1111 Broadway Avenue

Johnson City TN 37601



Job Objective Seeking reputable company in which to obtain a New Accounts Representative position.

Highlights of Qualifications:

  • Exceptional knowledge of IRA accounts, IRS requirements, bank services and products
  • Familiarity with account types, products and services and necessary disclosures
  • Thorough knowledge of retail bank operations and regulatory compliance as well as understanding of different accounts
  • Ability to provide assistance with titling of accounts
  • Superior organizational, problem solving and planning skills
  • Sound interpersonal, customer service and leadership skills

Professional Experience:

New Accounts Representative

Prosperity Bank, Johnson City TN

November 2006 – Present

  • Marketed bank products and updated bank’s computer system.
  • Handled account maintenance and evaluated new customer information.
  • Handled closure of bank accounts and coordinated with existing and prospective customers.
  • Managed all compliance documentation and ensured delivery of documents to customers.
  • Complete all account documentation for new & transferred IRA’s.
  • Handled concerns and formulated all account documentation.

New Accounts Representative

Beal Bank, Johnson City TN

February 2001 – October 2006

  • Processed documentation for fresh accounts and executed deposits and withdrawals.
  • Verified deposits and date of death valuations and formulated currency transaction reports.
  • Handled cashiers checks, wire transfers and issued temporary checks.
  • Managed cash drawer and aided to balance the vault weekly.
  • Aided customers in account maintenance and aided customers with inquiries.
  • Formulated daily mail deposits, processed stop payment orders and managed general filing.


Bachelor’s Degree In Business Administration

Winston-Salem State University, Winston-Salem, NC

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  • March 1, 2020Create Date
  • March 1, 2020Last Updated

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