1 Financial Services Representative Job in Santa Paula, CA
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Bank of the Sierra is Hiring a Financial Services Representative Near Santa Paula, CA
What we have to offer
Bank of the Sierra was honored to be chosen as one of the ‘Best Companies to Work For in Central California.’ Only a small number of organizations in the nation receive this honor and Bank of the Sierra is one of 16 in the Central Valley to make the list.
According to employees, our bank is known for its ‘family-like’ atmosphere. We offer competitive salaries and benefits packages, professional development through education, tuition reimbursement and promotions.
The generous benefits our eligible employees receive include medical, vision, dental, life, and long-term disability insurance, as well as a 401(k) retirement plan.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
Interviews customers to obtain information and explain available financial and deposit services, consumer and mortgage services, and “E” banking services. Also refers prospects and customers to other areas of the bank for additional services.
Rents safe deposit boxes.
Prepares loan work sheets under the direction of the loan officers and forwards the documents to LOC.
Answers customer questions and investigates and assists customers in resolution of problems.
Maintains customer branch files.
Helps customers complete loan applications and enters application information into the mortgage line system. Forwards consumer applications and compliance documentation of CCA.
Obtains credit records from credit reporting agency.
Admits customers to safe deposit vault.
Executes wire transfer of funds.
Job Summary
Full Time
Banking
$52k-68k (estimate)
04/21/2023
05/19/2024
bankofthesierra.com
REEDLEY, CA
200 - 500
1977
RACHEL UYEDA
$50M - $200M
Banking
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About Bank of the Sierra
Bank of the Sierra was founded in 1977. Over the years, our market has expanded to include Tulare, Kern, Kings, Fresno, Los Angeles, San Luis Obispo, Santa Barbara and Ventura Counties. We are the largest community bank headquartered in California's Heartland. Through sound banking practices and financial strength, the bank has enjoyed unprecedented growth during its history. Member FDIC. Equal Housing Lender.
The job skills required for Financial Services Representative include Professional Development, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Services Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Services Representative. Select any job title you are interested in and start to search job requirements.
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If you are interested in becoming a Financial Services Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Services Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Services Representative job description and responsibilities
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Services Representative jobs
Financial service representatives can benefit from analytic and customer service skills when establishing and maintaining relationships with clients or when making financial recommendations.
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Opt for more than a basic bank account.
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Soft skills for financial services representative roles can be of help.
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Partner with specialists such a loan officers, business bankers and financial advisors to ensure customers gain access to experts.
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Step 3: View the best colleges and universities for Financial Services Representative.
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