Sr Financial Services Representative
Pacific Premier Bank
- Vancouver, WA
- $21.66-32.49 per hour
- Permanent
- Full-time
- Assists clients in opening all types of personal and complex non personal checking, savings and certificate of deposit accounts. Complies with CIP
defense for risk management. * Has a thorough knowledge of bank products and services and educates clients on features and benefits, profiling for the appropriate product needs providing allapplicable disclosures, brochures and other information in compliance with all regulatory and bank policies and procedures. * Performs follow up with clients to ensure satisfaction.
- Proactively responds to incoming calls assisting with client requests and resolving client issues.
- Works with Branch Service Manager to provide support in all areas of branch operations including new account, teller, and safe deposit box.
- Proactively assists consumer and business customers in selection of more complicated account needs.
- Ability to review and understand the documentation needed for different types of sophisticated business accounts in order to satisfy the Bank’s requirements.
- Assist with client service requests and process account maintenance within assigned authority.
- Ensures that all documents supporting address changes and debit card maintenance are in place.
- Responsible for reviewing and verifying daily reports assigned by management.
- May perform notary duties.
- Other duties as assigned.
- 3+ years of bank experience required.
- New Accounts and sales experience required.