Commercial Banking Specialist

First American

. Open new accounts, complete user setup, and process access change requests in various applications for commercial banking clients .

Posted 10/19/2026full-timeSanta Ana • California • United StatesJuniorMid-Level💰 $23 - $31 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing commercial banking accounts, user access rights, and compliance with banking regulations. Proficient in customer service and problem-solving within a high-volume environment.

Highest-signal resume keywords

Commercial Banking ExperienceUser Access ManagementBanking Platform SystemsCustomer Service SkillsUnderstanding Of Banking Regulations

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account SetupAccount MaintenanceUser SetupBanking RegulationsProblem-Solving TechniquesMicrosoft Office ProficiencyExcel ProficiencyNew Accounts FamiliarityService Issue ResolutionAudit Support

Soft Skills

Strong Listening SkillsVerbal Communication SkillsWritten Communication SkillsOrganizational SkillsPatience

Tools & Technologies

Banking Platform SystemsRelevant Software Applications

Industry Keywords

Commercial BankingFinancial InstitutionReal EstateTitle InsuranceCompliance Standards

About the role

Key responsibilities & impact

Open new accounts, complete user setup, and process access change requests in various applications for commercial banking clients
Ensure timely follow-up and resolution of outstanding issues related to commercial account operations
Assist with user access and account services audits to maintain security and quality standards
Support Relationship Managers with commercial client and prospect product questions, account maintenance, and service issues
Support Product Teams with initiatives and application implementations
Manage commercial bank account setup, maintenance, and administration of user access rights and configurations
Answer client questions and provide guidance on multiple products
Support system testing activities and product team initiatives
Adhere to client service, regulatory, and policy standards
Perform other duties assigned by the Supervisor

Requirements

What you’ll need

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 experience with new accounts and familiarity with commercial banking products and services
Experience using banking platform systems
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

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
401(k)
PTO/paid sick leave
Employee stock purchase plan
Inclusive workplace culture
Equal opportunity employment