Financial Services Representative at Pacific Western Bank Rancho Santa Fe, CA 92067
As a Financial Services Representative you will represent our bank to the community and make our customers feel welcome.
We are looking for people who are dependable, self-motivated and work well in a team environment.
In this position, you will handle all facets of opening new accounts, and be responsive to the needs of both internal and external customers by introducing bank services/products that may be of interest to them.
This position requires you to be highly organized and detail oriented, with strong multitasking, problem-solving and follow-up skills.
Responsibilities:
Handles all facets of new accounts including opening new accounts, superseding accounts, ordering checks and notary.
Sensitive and responsive to the needs and priorities of both internal and external customers; identifies and takes appropriate action based on customer needs; establishes effective working relationships with customers and gains their respect and loyalty.
Makes suggestions to current or potential customers about other services/products that may be of interest to them.
POSITION REQUIREMENTS:
One to two years of New Accounts experience requiredCross-selling Pacific Western Bank Products and Services.
Completion of certifications.
Prepare documentation for new accounts under the Bank's CIP/BSA and other Bank policies.
Input new accounts on ITI and submit complete package.
Knowledge of Navigator, Director, Word, and Excel preferred.
Assist the teller line when needed.
Provide assistance with end of day closing, to include cash balancing (vault & ATM)Assist with processing and scanning of daily teller work.
Gain a thorough knowledge and understanding of the following key backup duties:
CTR InputStop PaymentsHold NoticesAnalysis Charge InputTelephone TransfersParticipate and contribute to the branch's overall goals.
Excellent written and verbal communication skills.
Perform other duties as assigned.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
We are looking for people who are dependable, self-motivated and work well in a team environment.
In this position, you will handle all facets of opening new accounts, and be responsive to the needs of both internal and external customers by introducing bank services/products that may be of interest to them.
This position requires you to be highly organized and detail oriented, with strong multitasking, problem-solving and follow-up skills.
Responsibilities:
Handles all facets of new accounts including opening new accounts, superseding accounts, ordering checks and notary.
Sensitive and responsive to the needs and priorities of both internal and external customers; identifies and takes appropriate action based on customer needs; establishes effective working relationships with customers and gains their respect and loyalty.
Makes suggestions to current or potential customers about other services/products that may be of interest to them.
POSITION REQUIREMENTS:
One to two years of New Accounts experience requiredCross-selling Pacific Western Bank Products and Services.
Completion of certifications.
Prepare documentation for new accounts under the Bank's CIP/BSA and other Bank policies.
Input new accounts on ITI and submit complete package.
Knowledge of Navigator, Director, Word, and Excel preferred.
Assist the teller line when needed.
Provide assistance with end of day closing, to include cash balancing (vault & ATM)Assist with processing and scanning of daily teller work.
Gain a thorough knowledge and understanding of the following key backup duties:
CTR InputStop PaymentsHold NoticesAnalysis Charge InputTelephone TransfersParticipate and contribute to the branch's overall goals.
Excellent written and verbal communication skills.
Perform other duties as assigned.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
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