Business Accounts Representative, Finance And Insurance Industry Business Accounts Representative, Finance And  …

Pacific Mercantile Bank
in Costa Mesa, CA, United States
Permanent, Full time
Be the first to apply
Competitive
Pacific Mercantile Bank
in Costa Mesa, CA, United States
Permanent, Full time
Be the first to apply
Competitive
Business Accounts Representative, Finance And Insurance Industry
Business Banking New Accounts Representative

VOTED TOP WORKPLACE 2018 & 2019

HORIZON ANALYTICS IS OUR COMPETITIVE ADVANTAGE

Who we are:  

Pacific Mercantile Bank is a fast growing, high tech, full service financial institution specializing in small and middle market businesses. We finance visions, by providing innovative and customized banking solutions with a full range of loans, deposit and cash management products and services for our clients’ long-term success.   

What you bring to the PMB:  

You work collaboratively to solve problems and will embrace the teamwork environment at PMB. You enjoy marketing bank products and services to prospective and existing clients and assisting in the resolution of client inquiries. You anticipate the needs of your team and communicate well with your team.    

Here’s what you’ll do:  

Under supervision, you will contribute to the profitability and growth of the office by matching the needs of our clients with Bank products and services. In this position you will participate in the implementation of new products and services as directed. This position is also responsible for boarding new accounts and resolving complex client service issues.    

 Essential Job Duties    

  • Marketing of Bank’s business and consumer products and services to prospective and existing business/ consumer clients.
  • Completing of required documentation for deposit and treasury management services.
  • Assist in the resolution of client inquiries.
  • On-boarding of business/ consumer deposit accounts.
  • May operate a cash drawer and perform client business/ consumer transactions.
  • Assist clients with operations related transactions.
  • Perform other tasks and duties as assigned.

 What you need for this position:  

Job Qualifications   

  • Two years Business Banking New Accounts documentation experience.
  • Working knowledge of Business/ Consumer Deposit products.
  • Working knowledge of Business Banking Treasury Management products.
  • Comprehensive knowledge of Business Banking New Accounts documentation on legal entities.
  • Comprehensive knowledge of banking operations compliance regulations, account analysis, BSA, certification, new account documentation, IRA documentation and the USA Patriot Act.

 Travel  

Occasional local travel  

 What’s in it for you:   

  • Competitive salary.  
    • Comprehensive benefits package includes medical HMO or PPO, dental, and vision.  
    • Life/AD&D & Long Term Disability Benefits.  
    • Flexible spending accounts (FSA) Dependent Care and/or Medical Reimbursement.  
    • Employee Assistance Program (EAP).  
    • Tuition Reimbursement.  
    • Matching 401(K).   
    • Vacation Benefits   
    • Personal Days (PTO) personal holidays.  
    • Paid Bank Observed Holidays.   
    • Wellness Program.  
    • We even celebrate your hire anniversary date by giving you the day off!    

The best part, you’ll be partnering with a team of empowered professionals who lead by example and who reinforce strong values through collaboration, trust and the celebration of success.  

We are an Equal Opportunity Employer that considers applicants without regard to race, religion, sex, sexual orientation, gender identity, gender expression, transitioning, transgender, national origin, color, disability, or protected veteran status.  

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