Grandpoint Bank
  • 26-Jul-2017 to 30-Nov-2017 (MST)
  • Encino / Los Angeles, CA, USA
  • Salary is commensurate with experience
  • Hourly
  • Full Time

We offer a competitive compensation and benefits package including a 401k plan

Financial Service Representative
Encino, CA

Grandpoint Bank is an independent commercial business bank focused on the financial needs of small and mid-sized businesses and their owners, professionals, entrepreneurs and high-net-worth individuals. Launched in June 2010, we are led by an exceptionally experienced leadership team eager to put their resources and expertise to work helping businesses and individuals achieve their financial goals. Grandpoint Bank has been awarded a Five-Star Superior Rating for strength, stability and soundness by independent rating and research firm BauerFinancial. We are committed to building long lasting relationships with clients by putting their needs first and providing thoughtful insight and advice. At all levels of the organization, we have attracted people who bring exceptional experience, talent and integrity to the bank and to each client relationship.

For our Encino location we are seeking a seasoned Financial Service Representative. This position provides high-level client service and operational support to client inquiries via incoming calls, in-person visits, email or mail.  Responsible for opening all types of new accounts and handling other account related or deposit related requests.  Resolves client inquires/complaints and identifies cross-sell opportunities by assessing client needs.  Works directly with clients in all areas of operations (e.g. check and savings inquiries, loan payments, wires, transfers, CDs, etc.).  Provides clients with accurate and timely information to ensure quality service and client retention.  


Essential Duties and Responsibilities:

  • Provide clients with account, product and service information in response to inquiries; resolve problems in an accurate and timely manner to ensure quality service and client retention.
  • Independently open new deposit accounts for clients. Explain and review all account documentation and assume responsibility for proper documentation execution.  Send documentation to client and follow up on receipt.
  • Research, analyze and resolve operational problems on client accounts and provide suggestions regarding various Bank services and products.
  • Recognize selling opportunities and effectively cross-sell bank products and services.
  • Perform teller duties of processing, paying and receiving transactions, preparing and processing incoming and outgoing wire transfers, foreign drafts and accepts and verifies large merchant transactions. Ensure client and teller transactions are encoded.
  • Provide operational support to Bank officers regarding their client's accounts. Research transactions and resolve errors.
  • Input, update and maintain client records and files on the Banks core processing system.
  • Process and follow up on new check orders, credit card requests, etc.
  • Provide general reception duties, including:
    • Greet guests and clients provide general direction, determine appropriate area of service.
    • Arrange authorization for building/suite access. Provide parking validation when appropriate.
    • Assist with meeting room set-up, cleanup catering, etc.
    • Perform administrative tasks as assigned.
    • Assist couriers, vendors with delivery acceptance.
    • Distribute incoming and outgoing mail.
  • Understand and adhere to the Bank's Bank Secrecy Act policy and procedures and "know your customer/enhanced due diligence" guidelines.
  • Brings any suspicious activity to the attention of a supervisor, or the Bank Secrecy Act Officer.
  • Maintain up to date knowledge and may train others on products, services, departmental systems, and related technology, policies and procedures.
  • Follow all Bank policies and procedures to ensure compliance with all laws and regulations.
  • May perform other duties as assigned.


Basic Requirements:

  • A high school diploma or equivalent is required.
  • Minimum of 1-5 years' experience in a client service or operations management function of a bank or financial institution.
  • Minimum of 1+ years' experience working with new accounts in a bank or financial institution.
  • General knowledge of bank product and services and support systems.
  • Strong client service and sales skills.
  • Excellent interpersonal, written and communication skills, including ability to deal professionally with branch issues, problems, and questions.
  • Ability to interact with all levels of clients, staff, and management.
  • Ability to manage multiple projects and to work independently.
  • Excellent attention to detail and accuracy; good organizational, research and follow-up skills.
  • Requires the ability to exercise independent judgment and employ basic reasoning skills.
  • Ability to work successfully in a deadline driven, team environment.
  • Proficient in Microsoft Word, Excel, Outlook.


Please consider joining our DYNAMIC, friendly team!  It takes only a few minutes to check-out this great opportunity and apply!

Grandpoint Bank is committed to leveraging the diverse backgrounds, perspectives, and experiences of our workforce to create opportunities for our people and our business. We offer a competitive compensation and benefits package including a 401K plan.

Grandpoint Bank is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.

Pre-employment background screening is required for all positions.

We will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. 

Note: This preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. 

Grandpoint Bank
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