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Financial Service Representative

Company: Pacific Premier Bank
Location: San Luis Obispo
Posted on: June 23, 2019

Job Description:

The Financial Service Representative I opens new consumer and noncomplex non-personal accounts with accuracy, efficiency and professionalism, meeting the high quality service delivery standards of the Bank. The FSR I educate clients on the features and benefits of bank products and services, works to help identify their needs, and when appropriate refers clients to other team mem members within the bank. Attends training and demonstrates a strong knowledge of policies and procedures to ensure compliance with the laws and regulations governing financial institutions; including the Bank Secrecy Act (BSA), Anti Money Laundering (AML) legislation, the Office of Foreign Assets Control (OFAC), Consumer Privacy, Information Security, Bank Protection Act and various other regulations.

The Financial Service Representative I may perform notary related duties, in accordance with policy and practice. May perform other tasks in the branch as required to ensure the branch operates efficiently.


* Assists clients in opening all types of personal and non-complex non personal checking, savings and certificate of deposit accounts. Complies with CIP standards and reviews all new account documentation for accuracy, insuring complete compliance with Bank policies and procedures serving as a first line of defense for risk management.

* Has a thorough knowledge of bank products and services and educates clients on features and benefits, profiling for the appropriate product needs, providing all applicable disclosures and brochures and other information in compliance with all regulatory and bank policies and procedures

* Performs follow up with clients to ensure satisfaction

* Assist with client service requests and process account maintenance within assigned authority ensuring that all suppo
Equal Opportunity Employer - Veterans/Disabled

Keywords: Pacific Premier Bank, Santa Maria , Financial Service Representative, Accounting, Auditing , San Luis Obispo, California

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