New Accounts Representative Floater

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  • Location:

    Costa Mesa

  • Job type:


  • Job ref:


  • Published:

    10 months ago

  • Expiry date:


  • Startdate:


New Accounts Representative Floater, Senior

Location: Based out of Costa Mesa

Salary: $50,000-52,000/year

Permanent Position with Retail Banking institution

Are you a dynamic banking professional with a flair for creating great experiences? Join our team as a Customer Accounts Specialist and help clients embark on their financial journey with a smile!

Role Snapshot:

  • Expertly open consumer and basic business accounts.

  • Promote our banking solutions while ensuring exceptional customer service.

  • Collaborate across departments to maximize sales opportunities.

  • Create positive client relationships and boost the bank's success.


  • Guide customers through selecting suitable banking products and services.

  • Seize sales opportunities by introducing bank offerings to new and existing clients.

  • Foster growth, aligning with bank profitability and branch goals.

  • Collaborate effectively across different business lines.

  • Handle a variety of accounts, from checking to IRAs and Trust & Estate Accounts.

  • Stay updated on our comprehensive product lineup.


  • Minimum 2 years of banking teller experience.

  • Proficient in opening consumer and basic business accounts.

  • Strong customer relations skills with a cooperative and positive attitude.

  • Excellent judgment and discretion with confidential information.

  • Comfortable with Word, Excel, Outlook, and banking software.

Physical and Mental Engagement:

Your daily role will involve writing, typing, speaking, listening, and other typical office activities. You'll occasionally lift and carry up to 10 pounds, requiring a mix of sitting, standing, and walking. Your adaptability to various tasks, multitasking, and handling interruptions will shine.


  • Occasional local and out-of-area travel may be required, primarily during business hours.

Let's create financial magic together! Your expertise will shape memorable banking experiences for our clients. Join us now and embark on a fulfilling career journey. Apply today!

Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.

Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit to learn more.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

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