Banking Help Desk Specialist

Westamerica; Fairfield (CA); On-site; USD 45,000 - 60,000; Full time

Job summary

Westamerica in California is seeking a Help Desk Specialist to assist branch personnel with inquiries related to the Bank's financial products and procedures. The role involves reviewing legal documents for non-personal accounts and guiding staff in account openings. Successful candidates will have experience in a financial institution, excellent communication skills, and strong organizational abilities. Join a team committed to providing superior customer service.

Qualifications

• Previous work experience required, preferably within a financial institution.
• Excellent written and verbal communication skills.
• Detail-oriented and organized.

Responsibilities

• Assist branch personnel with questions regarding the Bank's financial products.
• Review legal documentation for all non-personal accounts.
• Guide branch staff in opening accounts.

Skills

Excellent communication skills

Detail-oriented

Organizational skills

Knowledge of PC operational systems

Tools

SalesLogix

Lotus Notes

Job description

Westamerica in California is seeking a Help Desk Specialist to assist branch personnel with inquiries related to the Bank's financial products and procedures. The role involves reviewing legal documents for non-personal accounts and guiding staff in account openings. Successful candidates will have experience in a financial institution, excellent communication skills, and strong organizational abilities. Join a team committed to providing superior customer service.