Help Desk Specialist - Banking Internal Support & Accounts

Westamerica Bancorporation; Fairfield (CA); Hybrid; USD 50,000 - 70,000; Full time

Job summary

Westamerica Bank in California is seeking a Help Desk Specialist to support branch personnel with questions about the Bank's financial products, New Account policy and procedures, and key software tools.

Under general supervision, you will review legal documentation for non personal accounts and guide staff in opening accounts, leveraging SalesLogix, Lotus Notes and Safebox. The role requires strong communication, attention to detail, and the ability to meet deadlines.

Qualifications

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

Responsibilities

• Assist branch personnel with questions regarding the Bank's financial products and New Account policy and procedures.
• Support and use SalesLogix, Lotus Notes and Safebox to process requests.
• Review legal documentation for all non-personal accounts and guide branch staff in opening accounts.

Skills

Communication skills

Detail oriented

Organized

Deadline oriented

Tools

SalesLogix

Lotus Notes

Safebox

Basic PC operating systems

Job description

Westamerica Bank in California is seeking a Help Desk Specialist to support branch personnel with questions about the Bank's financial products, New Account policy and procedures, and key software tools.

Under general supervision, you will review legal documentation for non personal accounts and guide staff in opening accounts, leveraging SalesLogix, Lotus Notes and Safebox. The role requires strong communication, attention to detail, and the ability to meet deadlines.