What are the responsibilities and job description for the Financial Services Manager position at Pacific Western Bank?
Overview
The Financial Services Manager will supervise and manage the Financial Services Representatives in the New Accounts area.
Responsibilities
RESPONSIBILITIES:
- Manage all facets of the new accounts area
- Handles all facets of the New Accounts area including opening new accounts, superseding accounts, ordering checks, cross selling various bank services
- Sensitive and responsive to the needs and priorities of both internal and external customers; identifies and takes appropriate action based on customer needs; establishes effective working relationship between the department, officers and customers
- Ensures that appropriate suggestions are made based on each customer’s or potential customer’s needs about services/products that may be of interest to them
- Assist Branch Operations Manager with sales training, CRA Activities and other community events
Qualifications
POSITION REQUIREMENTS:
- Knowledge of all of the Bank’s products and services
- Cross-selling various products and services
- Ensure that the New Accounts area delivers results with the highest quality and meets all audit expectations
- Prepare all documents based under the Bank’s CIP/BSA and other bank policies
- Excellent written and communication skills
- Be able to accompany Manager or Officers to customer calls
- Participate and contribute to the branch’s overall goals
- Ensure that new accounts callbacks are completed accurately and timely within the Bank’s guidelines
- Ensure that the new accounts pending documentation tickler reports are reviewed regularly, working with customers and/or officers to obtain missing documents within the Bank’s assigned timelines
- Proven leadership skills, and the ability to coach staff to ensure high level of customer service; ensuring that customer and officer requests are completed by the new accounts staff within timely and efficient manner
- Perform other duties as assigned
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