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First American Financial Group, Inc. · 23 hours ago

Senior Banking Client Services Representative

Santa Ana, CA

Full-time

Onsite

Mid, Senior Level

$26.88/hr - $35.83/hr

4+ years exp

First American Financial Corporation is a federal savings bank that has provided banking, wealth management, and trust solutions for over five decades. They are seeking a Senior Banking Client Services Representative responsible for various client services functions including new account setup, customer service, and operational excellence while ensuring compliance requirements are met.

Customer ServiceFinancial ServicesLending

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

Banking platform systemsCustomer service skillsProblem-solving skillsMicrosoft OfficeOrganizational skillsListening skillsPhone etiquetteInquisitivenessVerbal communicationWritten communicationSelf-motivatedTime management