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The Sr. Financial Services Representative at Pacific Premier Bank contributes significantly to the success of the branch by delivering exceptional customer experiences, dedicated relationship management, and new business development. Individually, you will serve as the dedicated relationship manager to a group of clients where you will take a tailored and consultative approach to deepen their relationship and help them grow and thrive financially. Additionally, you’ll team up with your branch team and other internal partners to help drive new client acquisition strategies. When you are not managing existing relationship and cultivating new relationships, you will be helping your branch be successful operationally by being flexible and dynamic with other branch needs.
The Sr. Financial Services Representative is a key role at the branch and is often the first point of contact for our existing clients and new clients to the bank. As the trusted banker, whether to help open new accounts, make referrals to internal partners, or help perform a transaction, a Sr. Financial Services Representative is there to help!
Responsibilities
• Engage in outbound calling efforts to drive sales of Bank products to new business and consumer customers.
• Develop strategies and campaigns to generate referrals for new relationships to the bank.
• Attend networking events to grow brand awareness and uncover opportunities to gain new customers.
• Actively participate in joint call with RMs (#team).
• Helps to create outbound leads for branch management and internal partners to develop new business.
• Schedule appointments for internal partners for meet with new prospects.
• Proactively manage assigned relationships using the bank’s CRM system.
• Assist with servicing and managing relationships assigned to internal partners.
• Use a consultative approach to drive sales of bank products to existing business and consumer customers achieving both individual and branch sales goals.
• Performs follow up with clients to ensure satisfaction.
• Proactively responds to incoming calls assisting with client requests and resolving client issues.
• Account Maintenance / Supersedes / new accounts / Debit card / check orders.
• Ability to review and understand the documentation needed for different types of sophisticated business accounts in order to satisfy the Bank’s requirements.
• Regularly connect with top customers to ensure a high level of banking satisfaction.
• Follows up with every new customer in alignment with the Bank’s customer onboarding strategies.
• Assists clients in opening consumer and business checking, savings and certificate of deposit accounts.
• Complies with CIP standards and reviews all new account documentation for accuracy, insuring complete compliance with Bank policies and procedures serving as a first line of defense for risk management (new account QC)
• May maintain a cash drawer to support teller transactions.
• Responsible for reviewing and verifying daily reports assigned by management.
• May perform notary duties.
• May perform branch supervisory responsibilities as needed (branch reviews, certs, etc.)
• Other duties as assigned.
Qualifications
• 5+ years of banking experience required.
• 2+ years of sales experience required.
A reasonable, good faith estimate of the minimum and maximum base salary or pay for this position is $18.70 to $28.06. Actual compensation will vary based on various factors including but not limited to location, experience, and performance. A business line incentive may be provided ranging from 0% – 20% of the base salary offered, in addition to a medical and other benefits, dependent on the position. For more information regarding our benefits, please visit https://www.ppbi.com/careers.html
