Senior Financial Services Officer - San Luis Obispo

Open and maintain new bank accounts with accuracy and professionalism, including superseding accounts, account maintenance, and processing documentation under CIP/BSA policies. Serve internal and external customers by leveraging deep knowledge of bank products, treasury management, and entity documentation to handle complex requests with minimal supervision. Support audits, order checks and notary services, assist branch operational duties (including end-of-day cash balancing), and help train new team members.