Premier Banking Associate
3 weeks ago
Pacific Premier Bank is a top-performing financial institution 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.
Key Responsibilities
Main Responsibilities:
- Client Service Standards: Ensure a high level of delivery in line with the Bank's Client Service Standards (emails/phone/communication).
- Transaction Processing: Process deposits, withdrawals, check cashing, and other Bank Transactions including night deposit, courier and ATM deposits within assigned limits serving as the first line of defense from a risk management perspective.
- Cash Management: Balance and maintain cash drawer in accordance with branch performance standards.
- Customer Support: Proactively respond to incoming calls and serves as a customer advocate in researching and resolving errors and answering questions.
- Regulatory Compliance: Develop and maintain knowledge of and adhere to all regulatory, compliance, banking policies and procedures applicable to this position.
- Account Maintenance: Perform account maintenance in accordance with established bank policies and procedures.
- Daily Reports: Responsible for reviewing and verifying daily reports assigned by Branch Management (closing notes).
- Business Development: Open consumer and business accounts in accordance with established bank policies and procedures. Has strong knowledge of the various bank deposit products and services in order to make recommendations and referrals based on customer's needs. Uncover cross-sell opportunities internally and with partners through needs-based conversations.
- Goals and Performance:
- Leads Generation: Create basic leads list for other internal partners.
About Us
Pacific Premier Bank is an equal opportunity employer committed to fostering a diverse and inclusive workplace. We strive to provide a welcoming environment for all employees and customers. If you are passionate about delivering exceptional customer experiences and growing with a dynamic organization, we encourage you to apply for this exciting opportunity.
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