Financial Services RepresentativePacific Western Bank
Atascadero, CA Full time
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.