Financial Services Representative

78000 Fred Waring Dr, Palm Desert, CA 92211, USA

Full-TimeDepends on ExperienceMid-LevelAssociate

Job Description

Assists clients in opening all types of personal and business checking, savings and certificate of deposit accounts. Reviews all new account documentation for accuracy insuring complete compliance with all Bank policies and procedures. Responsible for processing account maintenance transactions within assigned authorities. Manage assigned portfolio of accounts consistently identifying opportunities to cross-sell bank products and services and generate referral to appropriate account manager.

Where is this job?

This job is located at 78000 Fred Waring Dr, Palm Desert, CA 92211, USA

Job Qualifications

Ability to work in a fast paced environment
3+ years of bank experience

Required Skills

Documentation
Time Management
Cash Management
Portfolio Management

Soft Skills

Adaptable
Communication
Detail Oriented
Goal-Driven

Compensation

According to JobzMall, the average salary range for a Financial Services Representative in 78000 Fred Waring Dr, Palm Desert, CA 92211, USA is between $48,000 and $63,000 per year. The salary range may vary depending on experience, qualifications, and the type of employer.

Additional Information

Pacific Premier Bank is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Required LanguagesEnglish

Job PostedMarch 15th, 2021

Apply BeforeMay 22nd, 2025

This job posting is from a verified source.

Reposted

See an issue with this job? Report it to us