Help Desk Specialist I/II

Posted 2 Days Ago
Be an Early Applicant
Fairfield, CA, USA
In-Office
17-20
Entry level
Insurance • Financial Services
The Role
Provides help desk support to bank branch personnel regarding financial products, account-opening policies, SalesLogix, Lotus Notes, and Safebox. Reviews legal documentation for non-personal accounts and guides branch staff through account openings. Requires strong written and verbal communication, attention to detail, organization, deadline management, and basic PC and software knowledge. Prior work experience is required, preferably in a financial institution.
Summary Generated by Built In

Description

Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee.

Weekly Working Hours: 40

As a Help Desk Specialist, under general supervision, assist branch personnel with questions regarding the Bank's financial products, New Account policy and procedures, SalesLogix, Lotus Notes and Safebox.

Incumbent will also review legal documentation for all non-personal accounts and help guide branch staff in opening accounts.

Previous work experience required, preferably within a financial institution. Knowledge of basic PC operational systems and software packages is desirable.

Applicant should possess excellent communication skills, both written and verbal, be detail oriented, organized and have the ability to meet deadlines within specific time constraints.

EOE

Westamerica Bank's Privacy Policy may be found at: www.westamerica.com/about/privacy

Skills Required

  • Previous work experience
  • Excellent written and verbal communication skills
  • Detail-oriented and organized
  • Ability to meet deadlines within specific time constraints
  • Experience within a financial institution
  • Knowledge of basic PC operating systems and software packages
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The Company
HQ: San Rafael, CA
642 Employees
Year Founded: 1884

What We Do

Westamerica Bank is a regional community bank with over 70 branches and 2 trust offices in Northern and Central California counties, offering a wide range of financial products and services including deposit and loan products.

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