Senior Financial Services Representative

4 weeks ago


Santa Maria, California, United States Pacific Premier Bank Full time
Job Summary

The Senior Financial Services Representative at Pacific Premier Bank plays a crucial role in driving the success of the branch by delivering exceptional customer experiences, building strong relationships, and driving new business development. As a dedicated relationship manager, you will work closely with clients to understand their financial needs and provide tailored solutions to help them achieve their goals.

Key Responsibilities:

  • Engage in outbound calling efforts to drive sales of Bank products to new business and consumer customers.
  • Develop strategies and campaigns to generate referrals for new relationships to the bank.
  • Attend networking events to grow brand awareness and uncover opportunities to gain new customers.
  • Actively participate in joint calls with RMs to drive sales and growth.
  • Help create outbound leads for branch management and internal partners to develop new business.
  • Schedule appointments for internal partners to meet with new prospects.
  • 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.
  • Perform follow-up with clients to ensure satisfaction.
  • Proactively respond to incoming calls to assist with client requests and resolve client issues.
  • Account maintenance, superseding, new accounts, debit card, check orders.
  • Ability to review and understand documentation needed for sophisticated business accounts to satisfy Bank requirements.
  • Regularly connect with top customers to ensure high-level banking satisfaction.
  • Follow up with every new customer in alignment with Bank customer onboarding strategies.
  • Assist clients in opening consumer and business checking, savings, and certificate of deposit accounts.
  • Comply with CIP standards and review all new account documentation for accuracy, ensuring complete compliance with Bank policies and procedures.
  • May maintain a cash drawer to support teller transactions.
  • Responsible for reviewing and verifying daily reports assigned by management.
  • May perform notary duties.
  • May perform branch supervisory responsibilities as needed.

Requirements:

  • 3+ years of banking experience required.
  • 2+ years of sales experience required.
  • 1+ years of experience in opening new consumer and business accounts required.

Benefits:

  • A reasonable, good faith estimate of the minimum and maximum base salary or pay for this position is $21.66/hr. to $32.49/hr. Actual compensation will vary based on various factors including but not limited to location, experience, and performance.
  • A business line incentive may be provided ranging from 0% - 20% of the base salary offered, in addition to medical and other benefits, dependent on the position.


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