Client Banking Specialist: New Accounts & Cross-Sell

Pacific Western Bank; San Luis Obispo (CA); Presencial; USD 29.000 - 39.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401k with company match

Comprehensive health, dental, vision

Paid time off

Tuition reimbursement

Descripción de la vacante

Banc of California in San Luis Obispo is seeking a Financial Services Officer to open and maintain customer accounts with accuracy and professionalism. This on-site role supports retail and commercial transactions and delivers high-quality service.

You will cross-sell bank products, assist with audits, and maintain knowledge of treasury management. Two years in branch banking operations and a HS diploma are preferred, with basic Word/Excel skills.

Formación

• 1 year in new accounts preferred.
• 2 years in branch banking operations required.
• High School Diploma or equivalent required.
• Basic understanding of Treasury Management including wire procedures and policies is required.
• Basic understanding of all key branch systems; basic end-user knowledge of Word and Excel is required.
• Detailed and accurate with ability to organize and prioritize is required.
• Ability to match products with client needs.

Responsabilidades

• Handle all facets of new accounts including opening new accounts, superseding accounts, account maintenance, research projects, ordering checks and notary services.
• Cross-selling Banc of California products and services through a thorough knowledge of services and customer needs.
• Assist with daily and monthly audits and certifications; prepare documentation for new accounts under CIP/BSA and other Bank policies.
• Maintain a high-level knowledge of legal documentation required for various entity types.
• Be able to comprehend complicated new accounts deals and handle complex client requests on their own, with minimum supervision.
• Input new accounts on IBS and submit complete package.
• Have a knowledge of and be a backup to other operational duties including Teller and assisting the Branch Operations Manager and Branch Manager.
• Provide assistance with end of day closing, to include cash balancing (vault & ATM).
• Assist with processing and scanning of daily Teller work.
• Maintain a high-level knowledge of treasury management products and the ability to identify when to cross sell these products.
• Help with the training and onboarding of new team members.
• Participate and contribute to the branch’s overall goals.
• Follow all established policies and procedures.
• Perform other duties and projects as assigned.

Conocimientos

New accounts

Branch banking operations

Customer service

Treasury management basics

Word

Excel

Notary services

Educación

High School Diploma

Herramientas

IBS

Descripción del empleo

Banc of California in San Luis Obispo is seeking a Financial Services Officer to open and maintain customer accounts with accuracy and professionalism. This on-site role supports retail and commercial transactions and delivers high-quality service.

You will cross-sell bank products, assist with audits, and maintain knowledge of treasury management. Two years in branch banking operations and a HS diploma are preferred, with basic Word/Excel skills.