1-3 years of experience
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Employment Type:
Full time
Job Category:
Business Development
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Financial Services Representative
Pacific Western Bank | Atascadero, California
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Job Description

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.
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