Job Title: New Accounts Representative
Date Posted: 06-25-2008
Job Location: California-Anaheim/Huntington Beach
Job Type: Full Time
Education Level: High School or Equivalent
Work Experience: 1+ to 2 Years
Job Shift: First Shift
Yearly Salary:DOE (Depend on Experience)
Company Name: Pacific Premier Bank
Contact Information: Pacific Premier Bank   Pacific Premier Bank (hrjobs@ppbi.net)
Job Description:
Pacific Premier Bank is actively seeking a Full Time New Accounts Reps. for our Orange County
Branch locations.

 

COMPANY INFORMATION
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.


 

JOB SUMMARY 

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.

      Opens, closes and renews all types of savings, certificate of deposit and checking
products quickly and accurately

      Consistently balances accurately 

      Able to perform to individual sales goals as part of the overall branch sales goals

      Discovers customer needs and cross-sells appropriate products and services   

      Is able to help balance ATM transactions as needed

      Can perform back-up teller duties or vault teller duties if branch traffic or staffing
dictates 

      Attempts to retain deposit relationships by actively questioning why customers request 
to close accounts

      Opens safe deposit boxes (where available) and able to process all related paperwork 

      Generates some correspondence (with managerial approval) in a professional manner  

      Handles telephone calls effectively and resolves inquiries in a timely manner.

      Processes any special handling requests for customers

      Processes checking account rejects when assigned

      Performs a variety of audits when required and assigned

      Serves as back-up supervisor or lead new account employee (as delegated by management)

      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

  

QUALIFICATIONS: 

Education and/or Experience:
1.      Prefer  at least 1 year experience as a new accounts representative in a financial
institution

2.      Retail sales and service experience, including cash handling, a plus

 

KNOWLEDGE, SKILLS, ABILITIES REQUIRED:

Communication skills:

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.

 
Computer skills:
1.      Accurate typing/keyboarding skills; basic computer skills, including the use of word
processing, spreadsheet software applications, e-mail and on-line banking programs.

 

Benefits

PPB offers full medical, dental, vision, life, ltd and matching 401K plan.  Great working
environment!

 

Contact

Email resumes to hrjobs@ppbi.net or fax to (714) 431-4078
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