The Senior Financial Services Officer is responsible for opening new accounts and performing maintenance with accuracy, efficiency and professionalism, meeting the high quality service delivery standards of the Bank. The Senior Financial Services Officer is responsive to the needs of both internal and external customers by maintaining a thorough knowledge of and introducing Bank services and products that may be of interest to them. Incumbents in this position are typically highly experienced in New Accounts who can handle the full range of retail and commercial transactions. Performs all duties in accordance with the Company's policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates. HOW YOU'LL MAKE A DIFFERENCE Handle all facets of new accounts including opening new accounts, superseding accounts, account maintenance, research projects, ordering checks and notary services. Cross-selling Banc of California products and services through a t...Officer, Financial, Operations Manager, Senior, Service, Banking, Business Services
Financial Officer • Murrieta, CA, US