Financial Institution Specialist

3 weeks ago

Cambria, California, United States Pacific Premier Bank Full time

Responsibilities

Ensure a high level of delivery in line with the Bank's Client Service Standards (emails/phone/communication).
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.
Balance and maintain cash drawer in accordance with branch performance standards.
Proactively respond to incoming calls and serves as a customer advocate in researching and resolving errors and answering questions.
Develop and maintain knowledge of and adhere to all regulatory, compliance, banking policies and procedures applicable to this position.
Perform account maintenance in accordance with establish bank policies and procedures.
Responsible for reviewing and verifying daily reports assigned by Branch Management (closing notes).
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.
Meet assigned goals as assigned by branch management.
Create basic leads list for other internal partners.
Other duties as assigned.

Banking Specialist