Financial Services Representative - Weekends Off!

$39,458 - $65,790/Yr

Pacific Premier Bank - Santa Maria, CA

Full-time

Santa Maria, CA

Credit Intermediation and Related Activities

About the position

The Financial Services Representative at Pacific Premier Bank plays a crucial role in delivering exceptional customer experiences and managing client relationships. This position focuses on building long-lasting relationships with clients, providing tailored financial solutions, and driving sales of bank products. The representative is often the first point of contact for clients, ensuring their needs are met and expectations exceeded through a consultative approach and effective communication.

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 to meet with new prospects.
• Perform follow up with clients to ensure satisfaction.
• Assist with servicing and managing relationships assigned to internal partners.
• Proactively respond to incoming calls assisting with client requests and resolving client issues.
• Account Maintenance / Supersedes / new accounts / Debit card / check orders.
• Review and understand the documentation needed for different types of sophisticated business accounts 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.
• Follow up with every new customer in alignment with the Bank's 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 serving as a first line of defense for risk management (new account QC).
• Maintain a cash drawer to support teller transactions if required.
• Review and verify daily reports assigned by management.
• Perform notary duties as needed.
• Other duties as assigned.

Requirements

• 3+ years of banking experience required.
• 1+ years of sales experience required.
• Prior cash handling experience required.

Benefits

• Health insurance