Senior Banking Client Services Representative

What You'll Do:

• Receive incoming calls and email requests from clients.
• Set up deposit accounts (limited account types).
• Track outstanding or unresolved requests from clients and follow up as appropriate.
• Strong customer knowledge of multiple Bank products and systems/platforms.
• Responsible for timely follow-up and resolution on all outstanding issues.
• May act as the team's resource and subject matter expert.
• May have specific project related duties as assigned by supervisor such as report writing, documenting procedures and processes, etc.
• Perform other duties assigned by Supervisor as needed.
• Tasks are generally more complex in nature and usually involve evaluation, originality, and judgment.
• Establishes effective working relationships at the department level.
• Follow department's processes and procedures in daily activities, actively identify areas of improvement and recommend solutions.
• Actively contribute to the results of a team and works toward achieving goals and objectives.

What You'll Bring:

• High School diploma or equivalent; some college preferred.
• Typically has 4-6 years of directly related experience.
• Experience using banking platform systems and/or operations background.
• Working knowledge of banking platform systems.
• Excellent verbal, listening and written communication skills.
• Polished customer service skills and strong phone etiquette.
• Wide range of bank product and system/platform knowledge.
• Inquisitiveness and problem-solving skills.
• Ability to work effectively in a time sensitive, high-volume environment handling complex or difficult transactions.
• Self-motivated and results-oriented.
• High degree of patience and problem management techniques to resolve problems.
• Excellent verbal, listening and written communication skills.
• Polished customer service skills and strong phone etiquette.
• Wide range of bank product and system/platform knowledge.
• Inquisitiveness and problem-solving skills.
• Ability to work effectively in a time sensitive, high-volume environment handling complex or difficult transactions.
• Self-motivated and results-oriented.
• High degree of patience and problem management techniques to resolve problems.
• Excellent organizational skills with the ability to multitask, prioritize and follow up.
• Proficient in Microsoft Office.
• Knowledge of fundamental concepts, practices, and procedures of Client Services.

Pay Range: $26.21 - $34.95 hourly

This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.

First American will consider for employment all qualified applicants, including those with arrest or conviction records, in a manner consistent with the requirements of applicable state and local laws (e.g., the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act).

First American intends to conduct a review of an applicant's criminal history in connection with a conditional offer. First American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements.