Financial Services Representative Financial Services Representative …

Capitalsource
in Carlsbad, CA, United States
Permanent, Full time
Be the first to apply
Competitive
Capitalsource
in Carlsbad, CA, United States
Permanent, Full time
Be the first to apply
Competitive
Financial Services Representative
Financial Services Representative - Full-time/No Weekends (Carlsbad, CA - El Camino Real)

Carlsbad, CA, USA

Operations

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.
  • Bilingual a plus.

#LI-DNP

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