Banking Representative - New Accounts (Hybrid)

First American
sick time, 401(k)
United States, California, Santa Ana
1 First American Way (Show on map)
Nov 02, 2024
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 www.careers.firstam.com. 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. What You'll Do Open new accounts, complete user setup, and access change requests in various applications for commercial banking clients. 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. Provide support to Relationship Managers to assist Commercial Clients/Prospects on product questions, account maintenance and service issues. Support Product Teams with initiatives and products implementations. Perform other duties assigned by Supervisor as needed. This role is hybrid with two days per week (Tues/Weds) onsite in Santa Ana, CA. 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 2-4 years' related experience in a financial institution or commercial banking role, preferably with new accounts experience and familiarity with commercial banking products and services. Experience using banking platform systems, preferably with new accounts experience and/or operations background Strong listening, verbal, and written communication skills Proven customer service skills Understanding of banking regulations and compliance Inquisitiveness and problem-solving skills Ability to work in a multi-task, high-volume environment. Self-motivated and results-oriented High degree of patience and problem management techniques to resolve problems. Strong organizational skills with the ability to multitask, prioritize and follow up. Proficient in Microsoft Office including Excel, and other relevant software applications. Working knowledge of fundamental concepts, practices, and procedures of new accounts. Understanding of the banking, real estate, title insurance or related industries preferred. Pay Range: $20.00 - $27.00 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.