1st Century Bank, a division of MidFirst Bank, is a full service bank with a vision of unparalleled client service in Los Angeles. The Bank’s core principles are flexibility, responsiveness, and the ability to create tailored solutions, coupled with its commitment to provide exceptional client service. Our bankers work in a team effort to develop a deep understanding of their clients, and work with and on their behalf to develop solutions tailored to meet their needs. Nothing is overlooked. Everything is considered.
A New Accounts Representative must be knowledgeable with business formation documents and requirements. This person will efficiently perform the necessary due diligence to reduce risk and open accounts for the sales team in a timely manner. In addition, must be knowledgeable in all new accounts regulations, all of the Banks services and products, and basic BSA knowledge.
Opens new accounts and assists both internal and external customers with account questions as needed.
Reviews complex business documentation prior to account opening.
Research out of state established entities for business filing requirements.
Assists with training for entry level New Account Representatives.
Quotes rates, terms and fees on all consumer products and services and provides product disclosures to clients as required.
Interacts and communicates with corresponding departments on maturing accounts, new account follow-ups and other prospecting opportunities as needed.
Position Requirements:
1-3 years of experience in a new accounts role
Sense of urgency
Excellent computer knowledge (including a good understanding of excel)
Strong written and verbal communications skills
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)