New Account Representative

First Commercial Bank(USA)
San Mateo, CA
30+ days ago

Job Description

First Commercial Bank (USA) is the wholly owned subsidiary of First Commercial Bank in Taipei, one of the premier commercial banks in Taiwan. First Commercial Bank (USA) has 7 branches in California. We are currently looking for a New Account Representative for our upcoming San Mateo Branch.

SUMMARY

Under limited supervision and complies with all regulations which apply within the scope of the position, including Bank Secrecy Act., proactively provide customer assistance including the following functional duties:

DUTIES

· Process various new accounts transactions by ensuring proper documentation and identification; maintain existing accounts of all types and close account as needed.

· Provide quality customer services including servicing existing customers, answering inquires, recommending solutions to customer problems, ordering checks

· Develop new depository relationship, including business and personal accounts.

· Maintain files on status of accounts and prepare appropriate branch reports.

· Promote and cross-sell the Bank’s services and products.

· Train Customer Services Representative in opening new accounts and performing all new account desk function.

· Back up supervisor duties as needed.

· Accept other duties as deemed appropriate by supervisor.

QUALIFICATIONS

Education: High school graduate (or equivalent) with some college business classes preferred but not mandatory.

Experience: 2-3 years teller and/or operations experience in a banking environment. New Account experience preferred but not required for New Account Representative position. Minimum 2 years of experiences for Sr. New Account Representative. Thorough knowledge of Bank products and services.

Skills/ Ability: PC literate(with typing ability). Must be detail oriented and well organized. Strong communication skills and bilingual (English/Mandarin) preferred. For Sr. New Account position, business development skills are highly desirable.

First Commercial Bank USA is an equal opportunity employer. It is the Bank’s policy to provide equal employment opportunities to all qualified applicants. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. EOE/AA Member FDIC

California Consumer Privacy Act Disclosure

This disclosure provides an explanation of your rights under the California Consumer Privacy Act of 2018 (“CCPA”). The CCPA provides the following rights to applicable consumers: (1) Know what personal information is being collected about them; (2) Access personal information that has been collected about them; (3) Request the deletion of their personal information, subject to certain restrictions; (4) Prevent the sharing or sale of their personal information to third parties; (5) Sue or join class-action suits against erring businesses; and, (6) Receive equal service and price even if they exercise privacy rights. Contact your local branch if you are uncertain regarding the applicability of the CCPA.

RIGHT TO ACCESS

First Commercial Bank (USA) (the “Bank”) may from time to time, and with your permission or at your request, collect and maintain information about you related to” (1) current and historical residential history; (2) current and historical employment history; (3) current and historical financial position, including but not limited to assets, liabilities and net worth; (4) current and historical credit history; (5) current and historical transaction history, including but not limited to application information, transaction details, analyses of transaction details, evaluations of requests for products and services, and documentation related to transactions, and documentation regarding disposition of requests for products and services; (6) personal and professional references; and, (7) other related information deemed necessary to maintain account relationship and comply with applicable laws, rules and regulations. The Bank collects and maintains your information for the purpose of evaluating your requests for products and services, to properly maintain your accounts with the Bank and to comply with applicable laws, rules and regulations.

If you are subject to the CCPA you have the right to request the categories and specific pieces of personal information that the Bank has collected. To obtain the information you must submit a “Verifiable Consumer Request.” A Verifiable Consumer Request is a request that is made by you on your behalf, by you on behalf of your minor child, or by a natural person or a person registered with the California Secretary of State, authorized by you to act on your behalf. The Bank shall respond to your request within 45 days of receiving your Verifiable Consumer Request” unless the Bank chooses to extend the timeframe to 90 days. The Bank must notify you within the initial 45 day period if it chooses to extend the period to 90 days. You are permitted two requests in a 12-month period. The information provided will cover the 12-month period immediately preceding the request. 2 Rev 20200715

RIGHT TO DELETE

If you are subject to the CCPA you have the right to request that the Bank delete any personal information about you which the Bank has collected. You must submit a Verifiable Consumer Request to request deletion of your personal information. Under certain circumstances the Bank is not required to comply with your request to delete personal information. Upon receipt of a Verifiable Consumer Request the Bank will inform you whether you request is subject to the CCPA exceptions and as such, whether the Bank will be unable to delete your personal information.

RIGHT TO KNOW

If you are subject to the CCPA you have the right to request that the Bank disclose to you upon receipt of a Verifiable Consumer Request, the following information: (1) categories of personal information collected about you; (2) categories of sources from which the personal information is collected: (3) business or commercial purpose for collecting your personal information; (4) categories of third parties with whom the Bank shares personal information; and, (5) the specific pieces of personal information the Bank has collected about you.

You may submit a Verifiable Consumer Request via regular mail to: First Commercial Bank (USA), Operations Department, 200 East Main Street, Alhambra, CA 91801. The Bank shall respond to your request within 45 days of receiving your Verifiable Consumer Request unless the Bank chooses to extend the timeframe to 90 days. The Bank must notify you within the initial 45 days period if it chooses to extend the period to 90 days. You are permitted two requests in a 12-month period. The information provided will cover the 12-month period immediately preceding the request.

RIGHT TO OPT OUT

The Bank does not sell customer information. As such, the Bank need not provide a right to opt out.

RIGHT OF EQUAL SERVICE

The Bank may not discriminate against you because you exercised any of your rights under the CCPA.

QUESTIONS

If you have any questions regarding this disclosure you may call us toll free at (888) 526-0350 or contact your branch of account. You may also write to us at: 200 East Main Street, Alhambra, CA 91801 to the attention of Compliance Department. For contact information please visit our website at www.bankfcb.com.

Job Type: Full-time

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Schedule:

  • Monday to Friday

Supplemental Pay:

  • Bonus pay

Experience:

  • Banking operations: 2 years (Required)

Language:

  • Chinese (Required)

Work Location:

  • One location

Work Remotely:

  • No

Source

https://www.indeed.com/jobs

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