Senior Banking Services Representative Hybrid

First Group
US - California - Santa Ana
November 14, 2024
Financial

Who We Are
Join a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis for more than five decades.
Since 1889, First American (NYSE:
FAF) has held an unwavering belief in its people.
They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential.
Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For list for nine consecutive years.
We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists.
First American will always strive to be a great place to work, for all.
For more information, please visit ***.

What We Do

Manage all aspects of setting up commercial bank accounts including establishing new accounts, maintenance, and administration of user access rights and configurations for multiple applications.
Answer questions and provide guidance and information on multiple products to clients.
Supports system testing activities and product team initiatives.
Adhere to the highest standards of client service and ensure compliance with all relevant regulations and policies.

This role is hybrid with two days per week (Tues/Weds) onsite in Santa Ana, CA.

What You'll Do

Open new accounts, complete user setup, and access change requests in various applications for commercial banking clients.
Clients can be complex in nature with large volume of transactions.
Ensure timely follow-up and resolution on all outstanding issues related to commercial account operations.
Assist with user access and account services audits to maintain security and quality standards.
Partner with Relationship Managers to provide support and guidance to Commercial Clients/Prospects on product questions, account maintenance and service issues.
Provide subject matter expertise on bank products, services, and systems to product team in support of new application implementations.
May be a dedicated resource for a platform implementation.
Perform user acceptance testing, data migration activities, and remediation of noted exceptions in support of new application implementations.
Contribute to developing department processes and procedures.
Perform other duties assigned by Supervisor as needed.

What You'll Bring

High School Diploma or equivalent
Bachelor's degree/some college preferred in a relevant field such as business, finance, or accounting.
Typically has 4-6 years' directly related experience in a financial institution or commercial banking role, preferably with new accounts experience and familiarity with commercial banking products and services.
Working knowledge of banking platform systems, preferably with new accounts experience and/or operations background
Excellent verbal, written and interpersonal communication skills.
Ability to interact professionally and confidently with senior leadership.
Ability to work effectively in a multi-tasking, high-volume environment and handle complex or difficult situations with tact and diplomacy, prioritize and follow up on tasks and deadlines.
Self- motivated, results- oriented, and analytical.
Able to identify and solve problems efficiently and effectively.
Proficient in Microsoft Office including Excel, and other relevant software applications.
Working knowledge of legal requirements necessary to establish and maintain commercial accounts in compliance with federal and state regulations.
Experience using banking platform systems, such as Fiserv DNA, Salesforce, or similar systems.
Understanding of treasury management products such as Payee Positive Pay, ACH Origination, and online banking and how they benefit commercial clients.

Pay Range:
$23.00 - $31.00 Hourly

This hiring range is a reasonable estimate of the base pay range for this position at the time of posting.
Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.

What We Offer
By choice, we don't simply accept individuality - we embrace it, we support it, and we thrive on it! Our People First Culture celebrates diversity, equity and inclusion not simply because it's the right thing to do, but also because it's the key to our success.
We are proud to foster an authentic and inclusive workplace For All.
You are free and encouraged to bring your entire, unique self to work.
First American is an equal opportunity employer in every sense of the term.

Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.

Read the full job description and apply online on the recuiter's web-site

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