Account Opening Officer

Position Overview:

The Account Opening Officer (AO) is a key member of the branch team, responsible for supporting the efficient processing of account openings and providing essential administrative support. Success in this role is driven by meeting goals set in collaboration with the supervisor, with ongoing monitoring, coaching, and feedback to foster continuous improvement. The AO primary responsibilities include processing account applications accurately and on time, maintaining high standards of customer service, and assisting with other administrative tasks. The AO will also collaborate with branch staff to enhance operational efficiency and ensure compliance with regulatory requirements. 

Through daily interactions with customers and colleagues, the AO will contribute to delivering excellent service, meeting branch objectives, and supporting its overall success. Performance will be evaluated based on quality, timeliness, customer satisfaction, and personal development. 

Key Responsibilities:

• Opening new accounts. 
• Facilitate onboarding for corporate & individual clients. 
• Creation of Sand Dollar Wallets. 
• Provide service to the Branch Team. 
• Interact with customers and team members in a professional manner. 
• Open deposit solutions for customers, based on an initial assessment of the customer’s needs/profile. 
• Ensure adherence to Regulatory Compliance, Anti-Money Laundering (AML), Anti-Terrorist Financing (ATF) regulations, and Bank policies and procedures for all products, services and customer transactions. 
• Ensure personal referral targets are met. 
• Achieve sales referral targets including Fixed Term Deposit, Consumer and Mortgage loans etc.
• Other various tasks related to Casa New Account Report (Daily), Casa Closed (Daily), Dormant and Inactive Account Report (Daily). 

Minimum Qualifications & Experience:

• Associates degree, or Institute of Financial Services Certificate. 
• In-depth knowledge of specific branch and/or Bank policies, procedures and Bank services.
• Basic knowledge of Bank operations. 
• Core accounting/math skills. 
• Proficient in using computers to access the bank’s network, generate reports, enter data, prepare materials, create correspondence (e.g., MS Office), and manage emails. 
• Excellent verbal and written communication skills. 
• Ability to operate a variety of office equipment, including computers, calculators, printers, fax machines, and photocopiers. 

Why Join Us?

• Be part of a high-performing team that values innovation and excellence. 
• Competitive salary, performance-based incentives, medical insurance (including life, dental, and vision), and a robust pension plan. 
• Be part of a team that values your expertise and invests in your success!