Banking Help Desk Specialist – Accounts & Policy Support

Westamerica-Bank; Fairfield (CA); On-site; USD 52,000 - 76,000; Full time

Job summary

Westamerica Bank is seeking a Help Desk Specialist in California to support branch staff with questions about financial products, New Account policies, and common software such as SalesLogix, Lotus Notes, and Safebox.

Under general supervision, you will review legal documents for non-personal accounts and help guide staff in opening accounts, ensuring accuracy and timeliness in a fast-paced banking environment.

Qualifications

• Previous work experience required, preferably within a financial institution.
• Knowledge of basic PC operating systems and software packages.
• Excellent written and verbal communication skills.
• Detail oriented and organized with deadlines.

Responsibilities

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

Skills

Communication skills

Detail oriented

Education

Experience in financial institutions

Tools

SalesLogix

Lotus Notes

PC software packages

Job description

Westamerica Bank is seeking a Help Desk Specialist in California to support branch staff with questions about financial products, New Account policies, and common software such as SalesLogix, Lotus Notes, and Safebox.

Under general supervision, you will review legal documents for non-personal accounts and help guide staff in opening accounts, ensuring accuracy and timeliness in a fast-paced banking environment.