Commercial Banking Specialist (Hybrid)

First American•Santa Ana, CA

5h•Hybrid

About The Position

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 eleven 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. For more information, please visit www.careers.firstam.com. Manage all aspects of setting up commercial bank accounts including establishing new accounts, maintenance, and administration of user access rights and configurations for multiple applications. Answer questions and provide guidance and information on multiple products to clients. Supports system testing activities and product team initiatives. Adhere to the highest standards of client service and ensure compliance with all relevant regulations and policies.

Requirements

High School diploma or equivalent
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

Nice To Haves

Bachelor’s degree/some college preferred in a relevant field such as business, finance, or accounting
Understanding of the banking, real estate, title insurance or related industries preferred

Responsibilities

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