Financial Services Representative

2 weeks ago

Santa Barbara, United States Pacific Premier Bank Full time

As a top-performing financial institution, Pacific Premier Bank is dedicated to taking care of our customers and employees and making all feel welcomed and valued through building long-lasting relationships, doing the right thing, exceeding expectations, and strongly committing to diversity and inclusion. Using the latest banking solutions combined with the most welcoming and friendly service, you will be front and center representing our brand and culture. You will help deliver a memorable
experience through our Client Service Standards, ensuring consistent customer satisfaction, loyalty, and trust. When we do the right thing every time with the highest ethical standards, we will exceed our customers’ expectations and achieve success.

The Financial Services Representative at Pacific Premier Bank contributes significantly to the success of the branch by delivering exceptional customer experiences, dedicated relationship management, and teaming up with internal partners. You will listen actively to clients' concerns and inquiries and respond quickly in a helpful and empathetic manner to build long-lasting relationships with clients. Individually, you will serve as the dedicated relationship manager to a group of clients where you will take a tailored and consultative approach to deepen their relationship, help them grow, and thrive financially. Additionally, you’ll team up with your branch team and other internal partners to help drive new client acquisition strategies. When you are not managing existing relationship and cultivating new relationships, you will be helping your branch be successful operationally by being flexible and dynamic with other branch needs. The Financial Services Representative is a key role at the branch and is often the first point of contact for our existing clients and new clients to the bank. As the trusted banker, whether to help open new accounts, make referrals to internal partners, or help perform a transaction, a Financial Services Representative is there to help

**RESPONSIBILITIES**
- Proactively manage assigned relationships using the bank’s CRM system.
- Assist with servicing and managing relationships assigned to internal partners.
- Use a consultative approach to drive sales of bank products to existing business and consumer customers achieving both individual and branch sales goals.
- Manage assigned portfolio of accounts consistently identifying opportunities to cross-sell bank products and services and generate referral to appropriate account officer.
- Helps to create outbound leads for branch management and internal partners to develop new business.
- Schedule appointments for internal partners for meet with new prospects.
- Performs follow up with clients to ensure satisfaction.
- Assist with servicing and managing relationships assigned to internal partners.
- Use a consultative approach to drive sales of bank products to existing business and consumer customers achieving both individual and branch sales goals.
- Proactively responds to incoming calls assisting with client requests and resolving client issues.
- Account Maintenance / Supersedes / new accounts / Debit card / check orders.
- Ability to review and understand the documentation needed for different types of sophisticated business accounts in order to satisfy the Bank’s requirements.
- Engage in sales and referral conversations while performing transactions.
- Regularly connect with top customers to ensure a high level of banking satisfaction.
- Follows up with every new customer in alignment with the Bank’s customer onboarding strategies.
- Assists clients in opening consumer and business checking, savings and certificate of deposit accounts.
- Complies with CIP standards and reviews all new account documentation for accuracy, insuring complete compliance with Bank policies and procedures serving as a first line of defense for risk management (new account QC).
- May maintain a cash drawer to support teller transactions.
- Responsible for reviewing and verifying daily reports assigned by management.
- May perform notary duties.
- Other duties as assigned.

**QUALIFICATIONS**
- 3+ years of bank experience.
- 1+ years of sales experience.

LI-Onsite

LI-FG1

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation c

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