Pacific Premier Bank is actively seeking a Full Time New Accounts Reps. for our Orange County
Pacific Premier Bank is a wholly owned subsidiary of Pacific Premier Bancorp, Inc.; a NASDAQ
listed financial company. The Bank's role is to offer a broad range of services with primary
emphasis on retail banking, real estate secured lending, and loan servicing. The Bank has
branches currently in the cities of San Bernardino, Huntington Beach, and Seal Beach. Pacific
Premier Bank's Lending Division concentrates on income property real estate and commercial
lending. The processing of all loans is centralized in the corporate office Costa Mesa, CA.
Responsible for meeting with customers and non-customers to open all types of savings,
checking and certificate of deposit accounts, based on discovery of customer needs, and to
cross-sell appropriate Bank products and services of all types. Excellence in product
knowledge and sales and service skills is essential. Must proactively discover needs and
cross-sell the products and services that will appropriately meet those financial needs.
ESSENTIAL DUTIES AND RESPONSIBILITIES: include the following. Other duties may be assigned.
Ø Opens, closes and renews all types of savings, certificate of deposit and checking
products quickly and accurately
Ø Consistently balances accurately
Ø Able to perform to individual sales goals as part of the overall branch sales goals
Ø Discovers customer needs and cross-sells appropriate products and services
Ø Is able to help balance ATM transactions as needed
Ø Can perform back-up teller duties or vault teller duties if branch traffic or staffing
Ø Attempts to retain deposit relationships by actively questioning why customers request
to close accounts
Ø Opens safe deposit boxes (where available) and able to process all related paperwork
Ø Generates some correspondence (with managerial approval) in a professional manner
Ø Handles telephone calls effectively and resolves inquiries in a timely manner.
Ø Processes any special handling requests for customers
Ø Processes checking account rejects when assigned
Ø Performs a variety of audits when required and assigned
Ø Serves as back-up supervisor or lead new account employee (as delegated by management)
Ø Practices exemplary security and loss prevention skills to ensure that the Bank knows
its customers and that account information and applications are processed through ChexSystems
and/or any other approved screening and verification services
Education and/or Experience:
1. Prefer at least 1 year experience as a new accounts representative in a financial
2. Retail sales and service experience, including cash handling, a plus
KNOWLEDGE, SKILLS, ABILITIES REQUIRED:
1. Good written and oral communication skills; ability to communicate effectively and
project a professional image when giving and taking information in writing, in person, and
over the phone.
1. Accurate typing/keyboarding skills; basic computer skills, including the use of word
processing, spreadsheet software applications, e-mail and on-line banking programs.
PPB offers full medical, dental, vision, life, ltd and matching 401K plan. Great working
Email resumes to firstname.lastname@example.org or fax to (714) 431-4078