First American · 1 day ago
Senior Banking Client Services Representative
Santa Ana, CA
Full-time
Onsite
Mid, Senior Level
$26.88/hr - $35.83/hr
4+ years expFirst American is a federal savings bank that has been providing banking, wealth management, and trust solutions for over five decades. The Senior Banking Client Services Representative is responsible for various client services functions, including account setup, customer service, and transaction processing while ensuring compliance and operational excellence.
Financial ServicesInsuranceProperty InsuranceReal EstateReal Estate Investment
Responsibilities
Receive incoming calls and email requests from clients
Set up deposit accounts (limited account types)
Track outstanding or unresolved requests from clients and follow up as appropriate
Strong customer knowledge of multiple Bank products and systems/platforms
Responsible for timely follow-up and resolution on all outstanding issues
May act as the team’s resource and subject matter expert
May have specific project related duties as assigned by supervisor such as report writing, documenting procedures and processes, etc
Perform other duties assigned by Supervisor as needed
Tasks are generally more complex in nature and usually involve evaluation, originality, and judgment
Establishes effective working relationships at the department level
Follow department’s processes and procedures in daily activities, actively identify areas of improvement and recommend solutions
Actively contribute to the results of a team and works toward achieving goals and objectives
Qualification
Required
High School diploma or equivalent
Typically has 4-6 years of directly related experience
Experience using banking platform systems and/or operations background
Working knowledge of banking platform systems
Excellent verbal, listening and written communication skills
Polished customer service skills and strong phone etiquette
Wide range of bank product and system/platform knowledge
Inquisitiveness and problem-solving skills
Ability to work effectively in a time sensitive, high-volume environment handling complex or difficult transactions
Self-motivated and results-oriented
High degree of patience and problem management techniques to resolve problems
Excellent organizational skills with the ability to multitask, prioritize and follow up
Proficient in Microsoft Office
Knowledge of fundamental concepts, practices, and procedures of Client Services
Preferred
some college preferred
Benefits
Medical
Dental
Vision
401k
PTO/paid sick leave
Employee stock purchase plan
Company
First American
First American provides financial services through its Title Insurance and Services segment and its Specialty Insurance segment.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$450M2024-09-23Post Ipo Debt· $450M
2010-06-01IPO
Leadership Team
Kenneth D. DeGiorgio
Chief Executive Officer
Jody Mulkey
Chief Technology Officer
Recent News
2025-11-18
Company data provided by crunchbase