Citizens Business Bank · 1 day ago
Specialty Banking Deposit Representative
Pasadena 505 - 867, Pasadena, CA, US
Full-time
Onsite
Mid Level
$21.56/hr - $29.11/hr
3+ years expCitizens Business Bank is seeking a Specialty Banking Deposit Representative who will be responsible for onboarding new accounts and supporting the Specialty Banking Group. The role involves developing commercial relationships and ensuring compliance with bank policies and legal standards.
BankingFinancial Services
Responsibilities
Opens new accounts and maintains existing accounts according to the established policies and procedures of the Bank
Consults with customers and prospects to identify products and services that will meet the customer/prospect financial objectives
Reviews and interprets legal documents such as court orders, letters of administration, and guardianship papers to ensure compliance with fiduciary responsibilities
Analyzes and interprets agreements related to the Contractor Retention Industry to support contract administration and ensure adherence to legal and regulatory standards
Manages property-related transactions and coordinates with Title and Escrow companies to facilitate smooth closings and resolve issues
Monitors and ensures compliance with Trust Account Regulations as set forth by the Department of Real Estate (DRE), Department of Financial Protection and Innovation (DFPI), and Department of Insurance (DOI)
Sells and cross sells bank products and services to existing and potential customers
Participates in all Group functions necessary to contribute to the achievement of the Department’s earnings and growth objective
Assists with the management of the Group’s sales and service efforts to ensure retention of existing relationships and growth of new relationships
Pursues the appropriate follow up for new and existing relationships within the Groups
Participates in sales meetings and training programs to obtain and refine product knowledge and selling skills
Ensures proper documentation requirements are met for all accounts maintained by the Specialty Banking Group Department
Utilizes Chexsystems and OFAC as a part of the new accounts opening procedures
Processes and maintains accurate CIP information
Actively participates in Products Knowledge and The Citizens Experience
Complies with and stays abreast of all policies and procedures, federal and state laws applicable to his or her job
Provides, presents, and promotes the Citizens Experience to all external and internal customers
Other duties as assigned
Qualification
Required
High school diploma or general education degree (GED); and a minimum of 3-5 years of new accounts experience in a financial institution similar to ours
Ability to read and comprehend simple instructions, short correspondence, and memos
Ability to write simple correspondence
Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
Ability to compute rate, ratio, and percent and to draw and interpret bar graphs
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions
Ability to deal with problems involving a few concrete variables in standardized situations
Familiarity with Microsoft Office suite, including Word, Excel, Outlook, and PowerPoint
Demonstrates a thorough working knowledge of the Bank's established policies and procedures
Commitment to teamwork and a focus on delivering The Citizens Experience
Benefits
This position is also eligible for an annual bonus.
Company
Citizens Business Bank
Citizens Business Bank is a banking company that offers financial services to customers.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1983-04-08IPO
Leadership Team
David Brager
Chief Executive Officer
Recent News
2026-01-22
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-20
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2026-01-20
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