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Company

First Foundation BankSee more

addressAddressSan Diego, CA
type Form of workFull-Time
CategoryRetail

Job description

Job Description

Summary: This position provides exceptional service and support to Digital Branch customers and prospects.

Salary Range: $40,600 - $54,300

Duties and Responsibilities:

  • Understands and complies with requirements of all laws and regulations applicable to the position
  • Identifies potential risks related to fraudulent activities and uses provided tools and resources to mitigate losses to the Bank.
  • Prepare and compile new account applications and required information to open new accounts for the Digital Branch
  • Answer customer inquiries including analyzing and resolving customer problems with minimal supervision
  • Respond to clients’ inquiries and requests regarding online accounts
  • Process client transactions i.e., deposits, transfers, wires, cashier’s check requests, etc.
  • Provide ongoing service and support to prospects/clients
  • Provide timely, accurate, and professional customer service and problem resolution
  • Provide assistance with documentation review and account implementation
  • Maintain a current working knowledge of bank products and services
  • May be asked to coach, mentor or train others and teach coursework as a subject matter expert
  • Actively learns, takes personal initiative, and is a positive example for others to emulate
  • Perform other duties as assigned

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Education and/or Experience:

  • High School diploma or equivalent required; Associate/Bachelor’s degree preferred
  • Minimum of 3 to 5 years of client service and new accounts experience

Skills:

  • Demonstrate strong organizational, problem-solving, analytical, interpersonal, and customer service skills
  • General Mathematics and Accounting
  • Must be experienced in the effective use of one or more core banking deposits and new account software
  • Proficient in the use of word processing, spreadsheet, presentation, and industry-specific software
  • Demonstrate excellent written and verbal communication skills

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

While performing the duties of this job, the employee is regularly required to sit for long periods; use hands to operate controls on the computer; reach with hands and arms for phone and computer work; to communicate on the phone while wearing a headset for extended periods. The employee must occasionally lift and/or move up to 5 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. This job description is subject to change at any time.

First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

Refer code: 2526301. First Foundation Bank - The previous day - 2023-02-12 20:50

First Foundation Bank

San Diego, CA
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