Client Associate - Irvine, United States - Pacific Premier Bank

Pacific Premier Bank

Verified Company

Irvine, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

The Client Associate is responsible for providing a full range of professional, technical, and general support to customers and Bank personnel.

Provide excellent customer service to PPB Consumer and Business customers as well as internal Bank teams.

RESPONSIBILITIES

Make appropriate decisions on behalf of the customer quickly and effectively.
Provide information and knowledgeable assistance efficiently and professionally.
Ability to effectively prioritize work to ensure efficiency.
Follows up and follows through on all pending customer inquiries on daily basis while tracking all activities in the department's ticketing system

Consistently meet defined key performance indicators.

Provide technical assistance, support, training and troubleshooting for Consumer and Business customers including but not limited to the following services Consumer and Business Online Banking, Remote Deposit Capture, ATM Debit Card inquiries, Mobile Banking, General Account Inquiries, Password resets for various systems, Reg E claims, Bill Pay, and Telephone Banking
Coordinate with Bank vendors when needed in order to resolve customer inquiries.
Coordinate with the Information Technology and Information Security teams to escalate security issues to stop fraud activity; communicate and recommend fraud solutions to customers.
Understand and comply with bank policy, laws, regulations, and the bank's BSA/AM Program, as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.

QUALIFICATIONS

1+ years banking and/or customer service experience required.

LI-Onsite

LI-FG1

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.

41 CFR c)