Help Desk Specialist I

Westamerica

Fairfield (CA)

On-site

USD 45,000 - 60,000

Full time

14 days+

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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

Description

Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee.

Weekly Working Hours: 40

As a Help Desk Specialist, under general supervision, assist branch personnel with questions regarding the Bank's financial products, New Account policy and procedures, SalesLogix, Lotus Notes and Safebox.

Incumbent will also review legal documentation for all non-personal accounts and help guide branch staff in opening accounts.

Previous work experience required, preferably within a financial institution. Knowledge of basic PC operational systems and software packages is desirable.

Applicant should possess excellent communication skills, both written and verbal, be detail oriented, organized and have the ability to meet deadlines within specific time constraints.

EOE

Westamerica Bank's Privacy Policy may be found at: www.westamerica.com/about/privacy

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