First American Financial-posted 3 months ago
$22 - $30/Yr
Full-time • Entry Level
Santa Ana, CA
Insurance Carriers and Related Activities

Join a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis for more than five decades. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for ten consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all.

  • Open new accounts, complete user setup, and access change requests in various applications for commercial banking clients
  • Ensure timely follow-up and resolution on all outstanding issues related to commercial account operations
  • Assist with user access and account services audits to maintain security and quality standards
  • Provide support to Relationship Managers to assist Commercial Clients/Prospects on product questions, account maintenance and service issues
  • Support Product Teams with initiatives and application implementations
  • Perform other duties assigned by Supervisor as needed
  • High School diploma or equivalent
  • Bachelor's degree/some college preferred in a relevant field such as business, finance, or accounting
  • Typically has 2-4 years' related experience in a financial institution or commercial banking role, preferably with new accounts experience and familiarity with commercial banking products and services
  • Experience using banking platform systems, preferably with new accounts experience and/or operations background
  • Strong listening, verbal, and written communication skills
  • Proven customer service skills
  • Understanding of banking regulations and compliance
  • Inquisitiveness and problem-solving skills
  • Ability to work in a multi-task, high-volume environment
  • High degree of patience and problem management techniques to resolve problems
  • Strong organizational skills with the ability to multitask, prioritize and follow up
  • Proficient in Microsoft Office including Excel, and other relevant software applications
  • Working knowledge of fundamental concepts, practices, and procedures of new accounts
  • Understanding of the banking, real estate, title insurance or related industries preferred
  • Medical
  • Dental
  • Vision
  • 401k
  • PTO/paid sick leave
  • Employee stock purchase plan
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service