New Accounts Resume Sample

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Herminio Zulauf
69830 Considine Ways,  Dallas,  TX
+1 (555) 203 4851

Work Experience

New Accounts Associate
02/2017 - PRESENT
Houston, TX
  • Keeping up to date with company and industry regulations; ability to interpret firm policies and procedures and incorporate into daily processes
  • Assists in Risk Mitigation and Quality Control as the Principal's other primary responsibility is oversight of the New Accounts Series 24 report which reviews and signs off on the items processed by the New Accounts at LPL daily
  • Administer the New Accounts email inbox
  • Assign and process tickets
  • Process account changes
  • Assist with opening and closing new accounts
  • Receives client documents and cross references with system information, identifying any exceptions using available resources and verifying the identity of all new clients. All information received is checked for accuracy
New Accounts Analyst
05/2013 - 08/2016
Phoenix, AZ
  • Act with a sense of urgency and a can-do attitude to address business need and accomplish goals
  • Conflict resolution- ability to facilitate discussion; ability to quickly obtain relevant facts to resolve a problem is vital
  • Anticipates customer needs and consistently meets or exceeds their expectations
  • Lead internal and external business reviews covering strategic initiatives
  •  Completes a wide range of responsibilities and processes with minimal supervision or guidance
  •  Anticipates upcoming workflow changes, potential impact to the area, and coordinates accordingly. Adapts to changing workflow demands. Coordinates and collaborates with other work areas
  •  Demonstrates subject matter expertise
New Accounts Administrative Assistant
08/2007 - 02/2013
Houston, TX
  • Identify and escalate priority issues / Redirect problems to appropriate resource
  • Stay current with policies, procedures, and system information, including changes and updates
  • Documents all client account changes in accordance with Company policies
  • Makes customers and their needs a primary focus of one’s actions
  • Interacts with others in a way that gives them confidence in one’s intentions and those of the organization. Focuses and guides self and team members in accomplishing work objectives
  • Establishes proper courses of action to ensure that tasks are completed effectively and on time/within proper time limits, meeting established performance metrics
  • Perform basic teller transaction such as accepting deposits and loan payments, verifying cash and endorsements, cashing checks within limits and obtaining further authorization when necessary, issuing money orders, cashier’s checks and redeeming savings bonds. Perform more complex transactions, with assistance as necessary


Mayville State University
2002 - 2006
Bachelor's Degree in Business

Professional Skills

  • Proven relationship skills with the ability to take ownership and strong follow through skills
  • Professional business acumen, demonstrated through excellent written and verbal communication skills
  • Customer service experience with exceptional listening and relationship building skills is an advantage
  • Relevant Customer service experience with exceptional listening and relationship building skills
  • Strong problem solving skills and inherent decision making abilities are required
  • Excellent organizations skills and capacity for attention to detail
  • Proven experience of delivering ‘above and beyond’ customer service with an understanding of the core Relationship Care principles

How to write New Accounts Resume

New Accounts role is responsible for software, credit, building, listening, microsoft, excel, securities, retail, training, auditing.
To write great resume for new accounts job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For New Accounts Resume

The section contact information is important in your new accounts resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your New Accounts Resume

The section work experience is an essential part of your new accounts resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous new accounts responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular new accounts position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative New Accounts resume experience can include:

  • PC skills with Microsoft and general understanding of software operations
  • Demonstrate ability to be flexible and adaptable while orienting others to effective change management
  • Learn and apply new information or skills
  • MS Outlook and Excel 07 skills
  • MS Outlook and Excel skills
  • Bank customer service experience, good knowledge of Bank’s products and services

Education on a New Accounts Resume

Make sure to make education a priority on your new accounts resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your new accounts experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in New Accounts Resume

When listing skills on your new accounts resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical new accounts skills:

  • Effectively organize and prioritize work while analyzing and assessing client needs
  • Good Analytical Skills With Eye For Details
  • Good PC Skills - MS Windows And MS Access
  • Proper phone etiquette with effective listening skills
  • Strong time management skills; comfortable handling multiple projects simultaneously in a fast-paced environment
  • Strong drive towards providing unsurpassed customer service experience, keeping in mind the legacy of our brand

List of Typical Experience For a New Accounts Resume


Experience For New Accounts Analyst Resume

  • Review cardholder information for validity
  • Manage multiple priorities and projects simultaneously
  • Assists with establishing and enforcing policies and procedures. Recommends and helps implement suggestions to improve workflows, policies and procedures
  • Supports associates with proper recordkeeping/note taking practices to ensure all client requests are documented and completed in a timely fashion
  • Contributes heavily to department projects, documentation, functional analysis and testing as needed
  • Assists in reviewing lower level associates work for accuracy and completeness
  • Compose correspondence/reports for own or manager's signature

Experience For New Accounts Associate Resume

  • Process replies on own initiative or from managers' dictation or notes
  • Fix commitments to maximize manager's time efficiency
  • Take initiative on requests and inquiries
  • Flexibility to travel to other branch locations
  • Accurately create new accounts into 1st Global’s systems
  • Maintain existing accounts by accurately entering advisor and end-client changes into 1st Global’s systems and by requesting the same changes from the product sponsors
  • Responsible for operations budget (New Accounts and TOA), largely expense with some revenue opportunity
  • Execute special projects on time and on budget

Experience For Global New Accounts Resume

  • Lead and serve as a team member on projects. Serve as a liaison between operations departments
  • Research and resolve unique situations. Make or recommend appropriate exceptions to policy. Identify and implement process improvements to enhance performance
  • Troubleshoot production and system problems. Recommend solutions to management
  • Act as escalation point
  • Assist with overflow of New Accounts department
  • Create trackers that define KPI’s that are measureable and quantifiable
  • Establish and maintain new accounts assuring accuracy of information and provide file maintenance of stored account data such as making changes to addresses, government reporting information, funds disposition, settlement instructions, etc

Experience For Spanish Analyst, New Accounts Verification Resume

  • Respond and resolve miscellaneous problems in accounts such as incomplete, incorrect, or missing information. Respond to inquiries from the sales area regarding policy and procedures for new and changing accounts
  • Assist in the review and preparation of daily customer confirmation process
  • Assist other desks as necessary to ensure completion of departmental work
  • Review all new debit card orders
  • Support and interact with other internal departments as needed
  • Ensure that regulatory, legal, bank, and audit requirements are met
  • Interact with staff members and others encountered in the course of work

Experience For New Accounts Verification Assistant Manager Resume

  • Perform detailed work on multiple, concurrent tasks
  • Perform same-day quality review of co-workers’ processed items
  • Personality: Self-confident, able to work independently, extroverted
  • Basic PC knowledge, Internet navigation
  • Quality checking the captured accounts to ensure the correct information has been captured and ensuring the customers has passed the AML/KYC requirements and that we retain all required documentation correctly
  • Communicating with internal and external customers regarding the case status or application status and ensuring all parties are updated of the progression of the set up timely
  • Independently processes and answers questions on moderately complex issues, analyzing and interpreting data to determine appropriate corrective action
  • Understands client needs, identifies root causes of more complex problems and implements pragmatic solutions

Experience For Senior New Accounts Associate Resume

  • Manages basic department workflows to ensure work is completed in a timely manner
  • Processes various advanced regulatory reports and contacts FA’s to resolve account issues
  • Influences a culture where on-the-job training is prevalent. Acts in a mentor capacity to less experienced associates and provides training support for specific functions, under the guidance of the department trainers or leadership
  • Supports the creation and updates to department documentation such as user manuals, quick reference guides, job procedures, RJnet, training materials, and other relevant job aides
  • Provide information to assist in providing feedback to internal and external business partners
  • Answers calls and questions from financial advisors (FA’s) and sales assistants (SA’s) related to account opening and maintenance
  • Establishes new client accounts by utilizing industry registration requirements
  • Review and process new account documentation
  • Document quality issues, performance measures, and quality improvements for management review as required

Experience For New Accounts Banker Resume

  • Provide backup to comparison desks such as working daily comparison reports of transactions that fail to electronically compare, identifying discrepancies and providing appropriate trading desk with accurate details
  • Follow up to ensure outages are resolved and verbally compare and/or exchange trade information with the contra broker dealer
  • Maintain and distribute spreadsheets and various reports obtaining authorized signatures for records and files according to regulation and established procedure
  • Via department workflows, enforces documentation requirements of clients and accounts to meet industry policies and regulations, including Anti Money Laundering and Know Your Client
  • Work in a fast-paced, structured, multinational environment with changing priorities
  • Maintain performance standards, including effectiveness, efficiency and quality
  • Brokerage Account Transition experience

Experience For Analyst, New Accounts Resume

  • General Trust business experience and knowledge
  • Demonstrated KYC knowledge
  • Deliver extraordinary customer care by responding to correspondence concerning Commercial New Accounts
  • Contributes to department projects, documentation, general analysis and testing as needed
  • Processes various basic department related reports and contacts FA’s and SA’s to resolve account issues
  • Reviews daily tasks for accuracy and completeness. Maintains detailed records/notes to ensure all client requests are logged and completed in a timely fashion
  • Monitors, maintains and enhances the activities of the function to ensure that current and prospective customers are satisfied and corporate objectives are being met continually, consistently and efficiently
  • Interact with a diverse group of employees
  • Work both independently and collaboratively on projects

Experience For Team Manager, New Accounts Resume

  • Review, respond and resolve miscellaneous problems in accounts such as incomplete, incorrect, or missing information. Respond to inquiries from the sales area regarding policy and procedures for new and changing accounts
  • Resolves complaints by investigating issues and composing responses
  • Support internal partner requests
  • Document account information clearly
  • Estimated % of time required to travel – 5%

Experience For Manager, New Accounts & Transfer of Assets Resume

  • 10-key by touch; ability to type 40 wpm; ability to work effectively under constant time constraint; ability to diplomatically communicate with a demanding sales staff; ability to work overtime when necessary
  • Operations and New Accounts systems
  • Customer operations and the financial industry
  • Investment concepts, practices and procedures used in the securities industry and as required by New Accounts
  • Operations and New Account systems

List of Typical Skills For a New Accounts Resume


Skills For New Accounts Analyst Resume

  • PC skills, ie, Microsoft Word, Excel, Powerpoint
  • Basic Computer skills mandatory
  • Willingness to co-operate with others and work to the greater good
  • Great communication and guest service skills

Skills For New Accounts Associate Resume

  • Experience with special assets including Real Estate, LLC’s, and Hedge Funds etc
  • Industry experience (preferably in financial services) in Operations, Trading, Compliance and/or Risk Management
  • The ability to speak and write clearly and accurately with demonstrated proficiency in typing and grammar
  • Strong flexibility/ adaptability to manage multiple tasks within stringent time frames while maintaining accuracy
  • Strong ability to analyze, interpret and make decisions working independently

Skills For Global New Accounts Resume

  • Able to work independently and also as a strong team player with a positive can do attitude, working with the team to adhere to daily deadlines
  • Proactively coaches employees and finds both formal and informal opportunities to share experience, expertise and knowledge
  • +2 years of people management experience
  • Account Analysis experience
  • Previous experience with Cash Management, Corporate Actions, and Wire Transfers

Skills For Spanish Analyst, New Accounts Verification Resume

  • Experience in investment management industry
  • Experience with discretionary managed solutions
  • New accounts or related experience
  • Experience with Open Architecture Trustee Platforms
  • Graduate With More Than Year Of Experience In A Related Field

Skills For New Accounts Verification Assistant Manager Resume

  • Self Motivated Individual With A Very Strong Results Orientation
  • Honest, patient, responsive and with good integrated personality
  • Education: Commercial apprenticeship and/or equivalent experience
  • Provides functional support to less experienced associates including resolving client escalations
  • Providing daily management reports to Manager, Senior Manager and Director, capturing work volumes, SLA’s and any backlogged items
  • Processing all new and existing Corporate and/or Consumer accounts set up for new customers for the Nordic markets
  • Liaising with potential prospects Bank’s or Employee’s to perform additional verification as required (Market Specific)

Skills For Senior New Accounts Associate Resume

  • Accounting concepts and principles
  • Completes enrollments by analyzing and auditing documents, researching and resolving processing problems
  • Prepares work to be processed by gathering, sorting, organizing, and recording data, information, and documents
  • Creates a positive and engaged work environment by building trust and empowering and motivating team members
  • Mentors, develops and trains new and existing employees, leading by example and demonstrating best practices
  • Resolve administrative problems by coordinating preparation of reports, analyzing data, and identifying solutions
  •  Focuses on the customer while investigating complex situations, identifying problems, and following through to resolution
  • Tailors coaching and development to employees, providing specific and actionable recommendations

Skills For New Accounts Banker Resume

  • Ensure that the account opening process satisfies the client’s needs via complete and through responses to account opening questions and concerns
  • Develops, promotes, and maintains collaborative working relationships among team members, and proactively addresses potential issues/conflicts
  • +2 year of coaching in a metric driven environment
  • Full service cafeteria featuring Starbucks and many meal options
  • Process administrative tasks for pending applications
  • Basic knowledge of loans and lending processes and procedures
  • Check deadlines on incoming requests and put preliminary work in play
  • Set up "exception reporting" system to handle routines without supervision
  • Responsible for ensuring compliance with regulatory requirements and Written Supervisory Procedures

Skills For Analyst, New Accounts Resume

  • Responsible for meeting client satisfaction (VOTA) goals
  • Develop advanced training materials for New Accounts department
  • Assist in training associates
  • Perform user acceptance and quality control testing
  • Trust Investment knowledge and understanding

Skills For Team Manager, New Accounts Resume

  • General commercial/banking or credit card industry knowledge
  • Multi-tasking capabilities and attention to detail is required
  • Initiate new strategies and make ongoing recommendations for process improvement
  • Allocate and invest assets received via physical check and wire transfer according to the client/rep’s instructions
  • Retains, motivates and recognizes employees
  • Provides regular and scheduled feedback on job performance
  • Rapidly assimilates and integrates new members to the team
  • Performs a variety of transactions on the customer’s behalf such as funds transfers, stop payments, debit card orders, address changes and check orders
  • Possess general knowledge of financial markets

Skills For Manager, New Accounts & Transfer of Assets Resume

  • Proficiency in MS Office – Excel, PowerPoint and Word
  • Work in a flexible work environment
  • Update systems accurately and efficiently
  • Respond quickly and accurately to customer questions and issues over the phone
  • Willingness to work first and/or second shifts
  • Willingness to be flexible and adaptive to business requirements

List of Typical Responsibilities For a New Accounts Resume


Responsibilities For New Accounts Analyst Resume

  • Good phone manner and service attitude
  • Proficiency in Microsoft Office, Business Objects and Access
  • Exceptional command of the German & English language
  • Knowledge of MS Windows
  • Input and interpret data
  • Familiar with New Account processes, workflows, internal applications, and technology requirements (BranchNet, ClientWorks, Oracle, BETA, Documentum), applicable rules and regulations, and be in accordance with LPL stated policies. (Internal Candidates Only)

Responsibilities For New Accounts Associate Resume

  • Work independently in a fast-paced environment on multiple priorities with minimal management oversight for day-to-day work responsibilities
  • Able to communicate verbally and written in English as well as in Nordic language with a variety of audiences
  • Able to communicate verbally and written in English as well as fluency in a Finnish or Swedish with a variety of audiences
  • Able to communicate verbally and written in English as well as fluency in Norwegian with a variety of audiences
  • Knowledge of Corporate and CPS Hierarchy structure required

Responsibilities For Global New Accounts Resume

  • Proficiency in MS Office (Word and Excel), IMS, CAS, Global Limits, and Dun and Bradstreet
  • Fluent in French: Read, spoken, written
  • Exceptional command of the German & English languages
  • Interact with guests and stores with the appropriate branded, friendly, emphatic and professional attitude
  • 3) Manage service levels to meet customer needs in a manner consistent with Scotia’s Service Level Agreement as they pertain to the specific business lines
  • Basic customer operations and the financial industry

Responsibilities For Spanish Analyst, New Accounts Verification Resume

  • Basic investment concepts, practices and procedures used in the securities industry and as required New Accounts
  • Reasonable Risk Orientation
  • Be Punctual and responsible
  • Action plan taken upon management's advice
  • Attendance is critical
  • Adhere to a schedule
  • All Microsoft applications,
  • Series 7 knowledge
  • A college diploma

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