[Close] 

New Accounts Representative - Full-time/No Weekends (Fallbrook, CA)

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:
Minimum two years of Business 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 IBS and submit complete package.
Knowledge 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 Input
Stop Payments
Hold Notices
Analysis Charge Input
Telephone Transfers
Participate and contribute to the branch's overall goals.
Excellent written and verbal communication skills.
Perform other duties as assigned.
#LI-DNP



Don't Be Fooled

The fraudster will send a check to the victim who has accepted a job. The check can be for multiple reasons such as signing bonus, supplies, etc. The victim will be instructed to deposit the check and use the money for any of these reasons and then instructed to send the remaining funds to the fraudster. The check will bounce and the victim is left responsible.

More Jobs

Senior New Accounts Representative -Full-time/...
Temecula, CA CapitalSource
Sr. Financial Services Representative -Full-ti...
Los Angeles, CA CapitalSource
New Accounts Representative - Fiduciary Banking
Redlands, CA Pacific Premier Bank
Accountant I Full Time Days
Palm Springs, CA Desert Regional Medical Center
Senior Bank Teller - No Weekends/Full-time (Be...
Beverly Hills, CA CapitalSource