Customer Service Representative - New Accounts 

Full Time

Oak Valley Community Bank

125 N. Third Ave. Oakdale, CA 95361
Phone: (209) 844-7500


Oak Valley Community Bank is seeking applicants for a CSR – New Accounts position for our TracyBranch location who will be accountable for opening, maintaining and closing of all account types, explains and processes all new account transactions, promotes business for the bank by maintaining good customer relations and other clerical functions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


Essential Duties and Responsibilities include the following:

Distributes all necessary disclosures to customer prior to opening account.

Interviews customers to obtain information and explain available financial services such as savings and checking accounts, Individual Retirement Account, Certificates of Deposit, and securities.

Cross-selling the bank’s products and services.

Rents safe deposit boxes.

Builds customer relationships by tracking personal information and following up in the appropriate manner through use of an efficient tickler and follow-up system.

Types account information obtained from customer on application, and accurately enters into computer.

Answers customer questions and investigates and corrects errors, following customer and establishment records.

Presents funds received from customer to Teller for deposit, and obtain receipt for customer.

Refers customer to appropriate staff for other bank products and services.

Obtains clearance from Chex Systems.

Processes check orders online.

Admits customers to safe deposit vault.

Executes wire transfers of funds.

Places new account uncollected funds on hold and issues notice to customer.

Receive checks and cash for deposit.

Cash checks and pay out money after verification of signatures and customer balances.

Desired candidates will possess a High School diploma or equivalent, or one to two years related experience and/or training; or equivalent combination of education and experience.


Medical, Dental, Vision, Life Insurance, 401(k) and Vacation.

How to Apply

Oak Valley Community Bank is an Equal Opportunity Employer and offers a complete competitive compensation package including, Health Insurance, 401(k) and Life Insurance.

Employment applications may be picked up at any Oak Valley Community Bank location.

Resumes may be submitted to:
Oak Valley Community Bank
Attn: Human Resources
125 N. Third Ave.
Oakdale, CA 95361



  • Location: San Joaquin County
  • Category: Financial Services (Banking, Loans, Insurance)
  • Job Title: Customer Service Representative - New Accounts
  • Salary: Determined on Experience