Financial Services Representative
Pacific Western Bank
Atascadero, CA
Full-time
Business Development
Posted on February 1, 2018
JOB DESCRIPTION:
Responsible for opening new accounts for customers and prospects of Pacific Western Bank.
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 required
- Cross-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:
o CTR Input
o Stop Payments
o Hold Notices
o Analysis Charge Input
o Telephone Transfers
- Participate and contribute to the branch's overall goals.
- Excellent written and verbal communication skills.
- Perform other duties as assigned.