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The Sr. Financial Services Representative opens new consumer and non-personal accounts with accuracy, efficiency and professionalism, meeting the high-quality service delivery standards of the Bank. The Sr. Financial Services Representative educates clients on the features and benefits of bank products and services, works to help identify their needs, when appropriate refers clients to other team 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 Bank Secrecy Act (BSA), Anti Money Laundering (AML) legislation, Office of Foreign Assets Control (OFAC), Consumer Privacy, Information Security, Bank Protection Act and various other regulations.
RESPONSIBILITIES
QUALIFICATIONS
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 a medical and other benefits, dependent on the position. For more information regarding our benefits, please visit https:www.ppbi.com/careers.html
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#LI-SG1
Full Time
Banking
$43k-56k (estimate)
08/12/2023
05/01/2024
ppbi.com
SAN LUIS OBISPO, CA
1,000 - 3,000
1983
REBECCA BERKLUND
$10M - $50M
Banking
Work with a company focused on your success supported by a financially strong foundation: Ranked one of Americas Best Banks by Forbes (2021)* 5-Star Rating from BauerFinancial Recommended for 61 consecutive quarters (2021) Fortune's 100 Fastest Growing Companies (2018) S&P Global Market Intelligence A Top-Performing Regional Bank (2018) *2021 Forbes Media LLC. Used with permission. Founded in 1983, Pacific Premier Bank is a business and consumer bank with over $20 billion in total assets**, headquartered in Irvine, California, serving businesses and consumers throughout the United States.... We offer a robust array of deposit and loan products and services for commercial businesses. We specialize in doing business with small and middle-market businesses that need a broad range of loan, deposit, and treasury management products. In addition, we have specific market sector expertise in: HOA and Property Management Banking Franchise Lending SBA & USDA B&I Lending Commercial Real Estate Lending Specialty Deposits Give us a call at 888.388.5433 and Let's Talk, or visit www.ppbi.com. Member FDIC | Equal Opportunity Employer **Pacific Premier Bancorp, Inc. as of 06/30/2021. Pacific Premier Bank is a wholly owned subsidiary of Pacific Premier Bancorp, Inc.
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