Branch Service New Account Rep. - Brea

ABOUT THE ORGANIZATION

SMBC MANUBANK was formed by a group of banking entrepreneurs in June 1962. Our scope is to serve the specialized needs of California middle-market businesses, manufacturers, wholesalers, distributors, importers, exporters, and service companies, including small businesses and professionals.

The anticipated salary range for this role is between $37,000.00 and $56,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.

Our mission is to be "the bank of choice" for middle market and professional service companies by establishing long term customer relationships and loyalty, providing superior products and services through a core of highly skilled and seasoned bankers.
To achieve our mission to be the 'bank of choice' for middle market and professional services companies, we are focused on our vision to be the premier California regional business bank that can provide the sophistication and expertise of a larger institution with the personal 'high touch' services of a smaller bank.

Specialties:

Commercial Loans and Lines of Credit, Asset-Based Financing, SBA Loans, and Specialized Financing, Real Estate Loans, Cash Management Services, International Services

JOB SUMMARY:

Reporting to the Branch Service Manager, the New Accounts Representative is responsible for processing a variety of new accounts for customers including checking, IRA, CD, and others. Collects required information from new account customers and completes account set up process including data input, verifying references, and documentation. processing account changes/supersedes and assists with daily audit certifications (ICRP) responsibilities. New Accounts Representative provides information and answers questions regarding interest rates, fees, and bank policies. May complete process to transfer accounts for customers. Duties also  include responding to customer inquiries and requests, resolves complex customer issues, operates a cash drawer daily, processes various types of transactions and comply with all bank policies and procedures including service, attendance and teller standards. Additionally, New Accounts Representative makes appropriate referrals to cross-sell a variety of bank services. Assures compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations.

PRINCIPAL DUTIES & RESPONSIBILITIES:

• Assists consumer and business customers in their selection of various accounts, products, and financial services available from the Bank; ensures cross-sell opportunities are presented by applying professional sales techniques.
• Interview customers to obtain information; establishes proper identification of new customers; determines need and extent of reference investigation.
• Makes decisions regarding the opening of new accounts; assigns account numbers; completes forms requiring customer signature(s); checks credit history; accepts initial deposits; prepares all documents and items pertaining to checking accounts, savings accounts, and certificates of deposit for processing.
• Accurately processes all teller transactions which includes over the counter, night drop, courier and mail. 
• Operates computer terminal to process account activity, determine balances, and resolve problems within given authority.
• The New Accounts Representative will be knowledgeable of the opening and servicing of the new account process including the gathering of proper documentation and the customer interview process. Cross sell products and services as opportunities are recognized in support of branch campaign programs.
• Provides leadership and guidance to BSR staff. Communicates training or service concerns to Branch Service Manager.
• Assist management with daily reports and the preparation of daily, weekly and monthly reporting as assigned. 
• Support branch audit certifications (ICRP) processes as duties are assigned.
• Complies with bank operations and security procedures and participates in all dual-control functions.  Safety and security is always a priority.
• Provides effective customer service by answering customer questions; investigates and corrects errors; and resolves problems or other issues.
• Records, files, scans, updates information and sorts of mail or reports as required.
• Gathers data and process various reports and callbacks.
• Support branch audit certifications (ICRP) processes as duties are assigned.
• Ability to dea