Financial Services Representative Financial Services Representative …

in Whittier, CA, United States
Permanent, Full time
Be the first to apply
in Whittier, CA, United States
Permanent, Full time
Be the first to apply
Financial Services Representative
Senior Financial Services Representative Full Time/No Weekends (Whittier, CA)

Whittier, CA, USA


As a Financial Services Representative you will represent our bank to the community and make our customers feel welcome. We are looking for people who are dependable, self-motivated and work well in a team environment. In this position, you will handle all facets of opening new accounts, and be responsive to the needs of both internal and external customers by introducing bank services/products that may be of interest to them. This position requires you to be highly organized and detail oriented, with strong multitasking, problem-solving and follow-up skills.
Incumbents in this position are typically more experienced in New Accounts who can handle the full range of retail and commercial transactions. This position may have modest approval limits, so exercising good judgment and guidance to others is critical. 

  • Opening new accounts, superseding accounts, ordering checks and notary. 
  • Prepare documentation for new accounts under the Bank’s CIP/BSA and other Bank policies. 
  • Input new accounts on ITI and submit complete package. 
  • Completion of certifications. 
  • Be a backup to other operational duties including teller and assisting the Branch Operations Supervisor and Branch Operations Manager. 
  • Provide assistance with end of day closing, to include cash balancing (vault & ATM) 
  • Assist with processing and scanning of daily teller work. 
  • Gain a thorough knowledge and understanding of the following key backup duties: 
    • CTR Input 
    • Stop Payments 
    • Hold Notices 
    • Analysis Charge Input 
    • Telephone Transfers
  • Deepen customer relationships. 
  • Participate and contribute to the branch’s overall goals. 
  • Perform other duties as assigned. 


 • Minimum of three years of New Accounts experience
• Knowledge of Navigator, Director, Word and Excel preferred
• Excellent written and verbal skills required
• Effective customer service skills
• Detail-oriented and precise in fast-paced environment
• Experience in cross-selling services preferred