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  • Santa Maria, CA

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New Accounts Representative ( Business Banking) - PWB (Santa Maria, CA)

Pacific Western Bank • Santa Maria, CA

Posted 7 days ago

Job Snapshot

Banking - Financial Services, Retail, Accounting - Finance
Sales, Banking


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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.


  • Minimum two years of Business 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 IBS and submit complete package.
  • Knowledge 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.






Job ID: J3S40R683BYRN38Y9C4
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