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Jobs at Preferred Bank (Now Hiring) — 5 open

Preferred Bank logoPreferred Bank

Customer Service Rep II

Irvine, California, United States · On-site

$21/hr–$25/hr

Mid level

Responsible for providing customer service by receiving, paying and keeping accurate records of all transactions. Provide customer services such as cashing checks, receiving deposits, making withdrawals, making credit ca…

Skills: Cash Handling, Bank Operations, Customer Support, Cross-selling, Account Management

Preferred Bank logoPreferred Bank

CRA Officer (AVP-VP)

El Monte, California, United States · On-site

$90k–$120k/yr

Senior

The CRA Officer is responsible for monitoring the Bank's performance and reporting the Bank's adherence to the regulatory provisions and intent of the Community Reinvestment Act, successfully demonstrating the Bank&rsquo…

Skills: Community Reinvestment Act, Regulatory Compliance, Bank Operations, Lending Principles, Accounting Principles

Preferred Bank logoPreferred Bank

Portfolio Manager

Irvine, California, United States · On-site

$80k–$100k/yr

Senior

Responsible for underwriting, reviewing, and managing anassigned loan portfolio while providing support to the relationship managers/loan team in obtaining information and preparing required forms to document, close, dis…

Skills: Underwriting, Loan Portfolio Management, Commercial Real Estate Lending, Financial Analysis, Risk Rating

Preferred Bank logoPreferred Bank

Customer Service Rep I

Irvine, California, United States · On-site

$17/hr–$24/hr

Entry level

Responsible for providing customer service by receiving, paying and keeping accurate records of all transactions. Provide customer services such as cashing checks, receiving deposits, making withdrawals, making credit ca…

Skills: Customer Service, Cash Handling, Bank Operations, Communication Skills, Multitasking

Preferred Bank logoPreferred Bank

Customer Service Rep I

Cupertino, California, United States · On-site

$17/hr–$24/hr

Entry level

Responsible for providing customer service by receiving, paying and keeping accurate records of all transactions. Provide customer services such as cashing checks, receiving deposits, making withdrawals, making credit ca…

Skills: Cash Handling, Customer Support, Bank Operations, Communication Skills, Multitasking

Preferred Bank logo

Customer Service Rep II

Preferred Bank

Irvine, California, United States • On-site

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Mid level

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  • $21/hr–$25/hr
  • Full-time
  • Posted 12d ago
  • ~40 hrs/week

Responsibilities

The role involves processing financial transactions such as deposits, withdrawals, and check cashing while maintaining accurate records. Additionally, the representative is responsible for balancing cash drawers, managing ATMs, and cross-selling bank products.

Requirements

Candidates must have a minimum of 3 years of experience in bank operations and proven customer support skills. Experience with new accounts and strong communication abilities are preferred.

Full job description

 

 

Responsible for providing customer service by receiving, paying and keeping accurate records of all transactions. 
  • Provide customer services such as cashing checks, receiving deposits, making withdrawals, making credit card advances, preparing change orders for commercial customers, and new account.
  • Balance cash drawer and other receipt daily, as well as ATM (Automatic Teller Machine) when required
  • Process various Night-Drop and Mail transactions as needed
  • Wrap and bag coin, verify currency, mix new currency and turn-in mutilated currency
  • Cross-sell bank products
  • Perform miscellaneous duties such as filing, answering telephones, maintaining supplies, etc.

QUALIFICATIONS:

  • Minimum 3 year of experience in bank operations required.
  • New account experience preferred.
  • Good communication skills (written and oral)
  • Proven customer support experience
  • Ability to multitask, prioritize and manage time effectively

Related keywords

Bank OperationsCash DrawerATMNight-DropCurrency VerificationCross-sellingFinancial TransactionsCustomer ServiceBanking

About Preferred Bank

LinkedInVisit site

The Preferred Way to Bank

Industry
Banking
Company size
201-500 employees
Founded
1991
Headquarters
Los Angeles, CA
LinkedIn followers
3,428

Founded in 1991, Preferred Bank (NASDAQ: PFBC) is one of the larger independent commercial banks headquartered in California with over $6.0 billion in total assets. We have locations serving Southern California, the San Francisco Bay Area, New York, and Houston, Texas.* We offer a full array of banking products and services with a concentration on commercial real estate loans, business loans, treasury management, and premier consumer banking services. The Bank consistently places high in industry reviews for its outstanding financial performance and exceptional relationship banking services. Preferred Bank has been an integral part of the prosperity of the community and the success of our clients. We take great pride in our work and look forward to working with you to provide customized banking solutions to help you achieve your financial goals. Preferred Bank was ranked as the best performing community bank in the U.S. in our asset size in 2019 and the best performing community bank in California in our asset size in 2020 as noted by S&P Global Market Intelligence. *Houston, TX is a Loan Production Office

Offices: 601 S. Figueroa Street, 47th Floor, Los Angeles, CA 90017, US · 325 East Valley Boulevard, Alhambra, CA 91801, US · 21615 Hawthorne Boulevard, Torrance, CA 90503, US · 890 Roosevelt Avenue, Irvine, CA 92620, US · 1801 Century Park East, Suite 100, Los Angeles, California 90067, US

Commercial LendingReal Estate LendingCash Management ProductsOnline Bankingand Commercial BankingBuilding MaterialBankingFinancial ServicesReal Estate
View all jobs at Preferred Bank

About Preferred Bank

LinkedInVisit site

The Preferred Way to Bank

Industry
Banking
Company size
201-500 employees
Founded
1991
Headquarters
Los Angeles, CA
LinkedIn followers
3,428

Founded in 1991, Preferred Bank (NASDAQ: PFBC) is one of the larger independent commercial banks headquartered in California with over $6.0 billion in total assets. We have locations serving Southern California, the San Francisco Bay Area, New York, and Houston, Texas.* We offer a full array of banking products and services with a concentration on commercial real estate loans, business loans, treasury management, and premier consumer banking services. The Bank consistently places high in industry reviews for its outstanding financial performance and exceptional relationship banking services. Preferred Bank has been an integral part of the prosperity of the community and the success of our clients. We take great pride in our work and look forward to working with you to provide customized banking solutions to help you achieve your financial goals. Preferred Bank was ranked as the best performing community bank in the U.S. in our asset size in 2019 and the best performing community bank in California in our asset size in 2020 as noted by S&P Global Market Intelligence. *Houston, TX is a Loan Production Office

Offices: 601 S. Figueroa Street, 47th Floor, Los Angeles, CA 90017, US · 325 East Valley Boulevard, Alhambra, CA 91801, US · 21615 Hawthorne Boulevard, Torrance, CA 90503, US · 890 Roosevelt Avenue, Irvine, CA 92620, US · 1801 Century Park East, Suite 100, Los Angeles, California 90067, US

Commercial LendingReal Estate LendingCash Management ProductsOnline Bankingand Commercial BankingBuilding MaterialBankingFinancial ServicesReal Estate
View all jobs at Preferred Bank

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