Commercial and Consumer Product Specialist

4 days ago


Newport Beach, California, United States Disability Solutions Full time
Compensation and Benefits

The estimated salary for this role is between $23.73 and $36.78 per hour. The role requires a strong understanding of both Commercial and Consumer products and how to service, educate, and assist Private Bank Clients.

  • All functions are required for both Commercial and Consumer products and processes
  • Understanding regulatory requirements and processes for Consumer and commercial are required to be followed and adhered to for risk and control purposes
  • Trains, mentors, and develops the Client Service Associates
  • Tracks and executes departmental transactions, including wire transfers, book transfers, and deposits in accordance with Bank standards and procedures
  • Approves certain departmental transactions within predetermined authorized limits

The role involves communicating with internal and external customers to resolve routine problems and issues. Answers inquiries and provides information to customers by telephone, mail, email, or in person on various accounts and other bank services.



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