Customer Service Representative

Pacific Premier Bank Huntington Beach, CA

The Customer Service Representative conducts customer and bank transactions with accuracy, speed, efficiency, and professionalism meeting the high quality service delivery standards of the Bank. The Customer Service Representative is responsible for selling products and services to existing customers as well as potential customers. The Customer Service Representative delivers high quality customer service, and ensures security and safety measures are followed in accordance with Bank policies and procedures. The Customer Service Representative is responsible for achieving established individual sales and service goals through new business development, referrals, and retention of account relationships.


* Process deposits, withdrawals, check cashing and other Bank transactions including night depository and ATM.

* Process electronic data changes and updates in computer system including contact information, CD renewals and other electronic customer data.

* Processes all paperwork associated with transactions including proper filing or discarding of sensitive information.

* Responsible for reviewing and verifying daily reports assigned by Branch Management.

* Manage assigned portfolio of accounts consistently identifying opportunities to cross-sell bank products and services and generate referral to appropriate account manager.

* Process new account opening transactions and vesting changes.


* 0-2 years of retail or cash handling experience

* High School diploma/GED preferred.

Equal Employment Opportunity/Affirmative Action/Veteran/Disability Employer