Senior Commercial Banking Specialist (Hybrid)

First American Financial-posted 3 months ago
$26 - $34/Yr
Full-time • Mid Level
Santa Ana, CA
Insurance Carriers and Related Activities
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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.
  • Partner with Relationship Managers to provide support and guidance to Commercial Clients/Prospects on product questions, account maintenance and service issues.
  • Provide subject matter expertise on bank products, services, and systems to product team in support of new application implementations.
  • Perform user acceptance testing, data migration activities, and remediation of noted exceptions in support of new application implementations.
  • Contribute to developing department processes and procedures.
  • 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 4-6 years' directly related experience in a financial institution or commercial banking role, preferably with new accounts experience and familiarity with commercial banking products and services.
  • Working knowledge of banking platform systems, preferably with new accounts experience and/or operations background.
  • Excellent verbal, written and interpersonal communication skills.
  • Ability to interact professionally and confidently with senior leadership.
  • Ability to work effectively in a multi-tasking, high-volume environment and handle complex or difficult situations with tact and diplomacy.
  • Self-motivated, results-oriented, and analytical.
  • Able to identify and solve problems efficiently and effectively.
  • Proficient in Microsoft Office including Excel, and other relevant software applications.
  • Working knowledge of legal requirements necessary to establish and maintain commercial accounts in compliance with federal and state regulations.
  • Experience using banking platform systems, such as Fiserv DNA, Salesforce, or similar systems.
  • Understanding of treasury management products such as Payee Positive Pay, ACH Origination, and online banking and how they benefit commercial clients.
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • 401k
  • PTO/paid sick leave
  • Employee stock purchase plan
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