Sr Financial Services Representative - Weekends Off!

Job Category : Branch Banking

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Requisition Number : SRFIN006500

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• Posted : August 28, 2024
• Full-Time

Locations

Showing 1 location

As a top-performing financial institution, Pacific Premier Bank is dedicated to taking care of our customers and employees and making all feel welcomed and valued through building long-lasting relationships, doing the right thing, exceeding expectations, and strongly committing to diversity and inclusion.

Using the latest banking solutions combined with the most welcoming and friendly service, you will be front and center representing our brand and culture.

You will help deliver a memorable experience through our Client Service Standards, ensuring consistent customer satisfaction, loyalty, and trust.

The Sr. Financial Services Representative at Pacific Premier Bank contributes significantly to the success of the branch by delivering exceptional customer experiences, dedicated relationship management, and new business development.

Individually, you will serve as the dedicated relationship manager to a group of clients where you will take a tailored and consultative approach to deepen their relationship and help them grow and thrive financially.

Additionally, you’ll team up with your branch team and other internal partners to help drive new client acquisition strategies.

When you are not managing existing relationships and cultivating new relationships, you will be helping your branch be successful operationally by being flexible and dynamic with other branch needs.

The Sr. Financial Services Representative is a key role at the branch and is often the first point of contact for our existing clients and new clients to the bank.

As the trusted banker, whether to help open new accounts, make referrals to internal partners, or help perform a transaction, a Sr.

Financial Services Representative is there to help!

RESPONSIBILITIES

• Engage in outbound calling efforts to drive sales of Bank products to new business and consumer customers.
• Develop strategies and campaigns to generate referrals for new relationships to the bank.
• Attend networking events to grow brand awareness and uncover opportunities to gain new customers.
• Actively participate in joint calls with RMs (#team).
• Help create outbound leads for branch management and internal partners to develop new business.
• Schedule appointments for internal partners to meet with new prospects.
• 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.
• Perform follow-ups with clients to ensure satisfaction.
• 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 in order to satisfy the Bank’s requirements.
• 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).
• May maintain a cash drawer to support teller transactions.
• Review and verify daily reports assigned by management.
• May perform notary duties.
• May perform branch supervisory responsibilities as needed (branch reviews, certs, etc.)
• Perform a broad range of transactions and assigned tasks with accuracy, speed, efficiency, and professionalism.
• Other duties as assigned.

QUALIFICATIONS

• 5+ years of retail banking experience required.
• 2+ years of sales experience and / or cross-selling required.

A reasonable, good faith estimate of the minimum and maximum base salary or pay for this position is $21.66 / hr. to $32.

49 / hr. Actual compensation will vary based on various factors including but not limited to location, experience, and performance.

A business line incentive may be provided ranging from 0% - 20% of the base salary offered, in addition to medical and other benefits, dependent on the position.

For more information regarding our benefits, please visit https : / / www.ppbi.com / careers.html.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

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