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Financial Services Representative

Company: Pacific Western Bank
Location: Camarillo
Posted on: May 31, 2021

Job Description:

As a Financial Services Representative you will represent our bank to the community and make our customers feel welcome. We are looking for people who are dependable, self-motivated and work well in a team environment. In this position, you will handle all facets of opening new accounts, and be responsive to the needs of both internal and external customers by introducing bank services/products that may be of interest to them. This position requires you to be highly organized and detail oriented, with strong multitasking, problem-solving and follow-up skills.


  • Handles all facets of new accounts including opening new accounts, superseding accounts, ordering checks and notary.
  • Sensitive and responsive to the needs and priorities of both internal and external customers; identifies and takes appropriate action based on customer needs; establishes effective working relationships with customers and gains their respect and loyalty.
  • Makes suggestions to current or potential customers about other services/products that may be of interest to them.


  • One to two years of New Accounts experience required
  • Cross-selling Pacific Western Bank Products and Services.
  • Completion of certifications.
  • Prepare documentation for new accounts under the Bank’s CIP/BSA and other Bank policies.
  • Input new accounts on ITI and submit complete package. Knowledge of Navigator, Director, Word, and Excel preferred.
  • Assist the teller line when needed.
  • Provide assistance with end of day closing, to include cash balancing (vault & ATM)
  • Assist with processing and scanning of daily teller work.
  • Gain a thorough knowledge and understanding of the following key backup duties:
    • CTR Input
    • Stop Payments
    • Hold Notices
    • Analysis Charge Input
    • Telephone Transfers
  • Participate and contribute to the branch’s overall goals.
  • Excellent written and verbal communication skills.
  • Perform other duties as assigned.

Keywords: Pacific Western Bank, Camarillo , Financial Services Representative, Other , Camarillo, California

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