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Senior Banking Services Representative

Company: First American Financial Corporation
Location: Santa Ana
Posted on: May 25, 2023

Job Description:

Company Summary
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 seven 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

Job Summary

Responsible for some or all aspects of New Commercial Account set up, account conversion, maintenance, training and management of user access rights while maintaining the highest level of customer service standards and ensuring compliance requirements are met.

Essential Functions

  • Perform transactional tasks, such as setting up deposit accounts, users and account services in various applications.
  • Accurately and efficiently process new account, user setup, and access change requests sent by clients.
  • Responsible for timely follow-up and resolution on all outstanding issues.
  • Assist with user access and account services audits.
  • Other miscellaneous duties assigned by Supervisor.
  • Partner with Relationship Managers in regard to questions related to Commercial Clients/Prospects product questions, support and account maintenance.

    Knowledge and Skills/Technology Used
    • Excellent verbal, written and interpersonal communication skills. Ability to interact with Senior Leadership
    • Ability to work effectively in a multi-tasking, high-volume environment handling complex or difficult situations
    • Self- motivated, results- oriented, great analytical skills
    • High degree of patience and problem management techniques to resolve operational and process problems
    • Excellent organizational skills with the ability to multi task, prioritize and follow up
    • Time management skills are essential
    • Working knowledge of Microsoft Office including Excel,
    • Working knowledge of legal requirements necessary to establish business accounts

      Typical Education
      • High School Diploma required, Bachelor's degree preferred

        Typical Range of Experience
        • Typically has 4-6 years' experience in a Financial Institution or Commercial Banking role.
        • Experience using banking platform systems, preferably with New Accounts experience and/or operations background


          Pay Range: $50,000-$60,200

          This hiring range is a good faith and reasonable estimate of the salary range of possible compensation at the time of the posting, and is subject to change. The actual compensation offered will be determined by various factors, which may include a candidate's education, training, experience, and geographic location.

          First American invests in its employees' development and well-being, empowers them to provide superior customer service and encourages them to serve the communities where they live and work. First American is committed to diversity and inclusion. We are an equal opportunity employer.

          Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.

Keywords: First American Financial Corporation, Santa Ana , Senior Banking Services Representative, Accounting, Auditing , Santa Ana, California

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