Commercial Banking Specialist (Hybrid) at First American

Santa Ana, California, United States

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Banking, Financial ServicesIndustries

Requirements

High School diploma or equivalent
Bachelor’s degree/some college preferred in a relevant field such as business, finance, or accounting
Typically 2-4 years’ related experience in a financial institution or commercial banking role, preferably with new accounts experience and familiarity with commercial banking products and services
Experience using banking platform systems, preferably with new accounts experience and/or operations background
Strong listening, verbal, and written communication skills
Proven customer service skills
Understanding of banking regulations and compliance
Inquisitiveness and problem-solving skills
Ability to work in a multi-task, high-volume environment
High degree of patience and problem management techniques to resolve problems
Strong organizational skills with the ability to multitask, prioritize and follow up
Proficient in Microsoft Office including Excel, and other relevant software applications
Working knowledge of fundamental concepts, practices, and procedures of new accounts
Understanding of the banking, real estate, title insurance or related industries preferred

Responsibilities

Manage all aspects of setting up commercial bank accounts including establishing new accounts, maintenance, and administration of user access rights and configurations for multiple applications
Answer questions and provide guidance and information on multiple products to clients
Support system testing activities and product team initiatives
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
Provide support to Relationship Managers to assist Commercial Clients/Prospects on product questions, account maintenance and service issues
Support Product Teams with initiatives and application implementations
Perform other duties assigned by Supervisor as needed
Adhere to the highest standards of client service and ensure compliance with all relevant regulations and policies

Skills

Commercial Banking

Account Setup

User Access Management

Account Maintenance

System Testing

Client Support

Compliance

Auditing

Relationship Management

First American

Provides title insurance and real estate services

About First American

First American provides title insurance, specialty insurance, and various real estate-related services. Their title insurance protects homebuyers and property owners from potential ownership disputes and financial losses related to real estate transactions. The company offers a platform called myFirstAm®, which allows users to access property information, manage orders, and streamline the closing process from any device. Unlike many competitors, First American has a vast database of property data, with over 5.5 billion document images, making it a leading provider of real estate data solutions. The company's goal is to facilitate smooth real estate transactions while ensuring that clients' investments are protected.

Santa Ana, CaliforniaHeadquarters

1889Year Founded

$800.2MTotal Funding

VENTURE_UNKNOWNCompany Stage

Financial Services, Real EstateIndustries

10,001+Employees

Benefits

401k matching

Health, vision, dental insurance

Professional development

Risks

Data breach allegations could harm First American's reputation and lead to legal issues.

Integration of Mother Lode may face challenges and financial risks.

Dependence on digital transformation poses risks if technology advances rapidly.

Differentiation

First American offers comprehensive title insurance and settlement services nationwide.

The company provides a vast database of over 5.5 billion document images.

First American's digital platform, myFirstAm®, enhances real estate transaction efficiency.

Upsides

Acquisition of Mother Lode expands First American's market share in California.

Docutech purchase boosts First American's digital mortgage revenue by 38%.

Growing fintech trends align with First American's digital transformation strategy.

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