Financial Services Representative - Santa Paula
Company: Sierra Bancorp
Location: Santa Paula
Posted on: January 15, 2022
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Job Description:
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following.
Other duties may be assigned.
Interviews customers to obtain information and explain available
financial and deposit services, consumer and mortgage services, and
"E" banking services. Also refers prospects and customers to other
areas of the bank for additional services.
Rents safe deposit boxes.
Prepares loan work sheets under the direction of the loan officers
and forwards the documents to LOC.
Answers customer questions and investigates and assists customers
in resolution of problems.
Maintains customer branch files.
Helps customers complete loan applications and enters application
information into the mortgage line system. Forwards consumer
applications and compliance documentation of CCA.
Obtains credit records from credit reporting agency.
Admits customers to safe deposit vault.
Executes wire transfer of funds.
Keywords: Sierra Bancorp, Thousand Oaks , Financial Services Representative - Santa Paula, Other , Santa Paula, California
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