Demo

Commercial Banking Specialist (Hybrid)

First American
Santa Ana, CA Full Time
POSTED ON 10/29/2025 CLOSED ON 12/26/2025

What are the responsibilities and job description for the Commercial Banking Specialist (Hybrid) position at First American?

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 ten 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 application implementations
  • Perform other duties assigned by Supervisor as needed

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
  • 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: $22.80 - $30.38 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.

  • Note that the following statements only apply to candidates who will be working from an unincorporated area within Los Angeles County. **

First American will consider for employment all qualified applicants, including those with arrest or conviction records, in a manner consistent with the requirements of applicable state and local laws (e.g., the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act).

First American intends to conduct a review of an applicant’s criminal history in connection with a conditional offer. First American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements.

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.

Salary : $23 - $30

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