Customer Service Representative I
$41,600–$52,000 year
On-siteFontana, California, United States
Job Summary
Process daily deposits, withdrawals, loan payments, and direct deposits while maintaining accurate cash counts and drawer balances within compliance limits. Handle debit card requests, verifications, and stop payments, and update customer account information as needed. Cross-sell bank products to new and existing customers, make referrals for non-banking services, and resolve difficult situations using the HEAL guidelines. Maintain signature cards and certificate copies, assist with branch audits, and participate in two community events annually. Operate teller and office equipment including electronic credit card terminals and security devices while adhering to all regulatory requirements and bank policies.
Required Qualifications
- High school diploma or equivalent
- Strong math and computer skills
- Excellent written and oral communication skills
- Ability to operate teller and office equipment including computers, adding machines, telephones, typewriters, copy machines, fax machines, electronic credit card authorization terminals, and security devices
- Ability to lift and/or move up to 10 pounds occasionally
- Ability to stand frequently
- Ability to walk occasionally
- Ability to reach with hands and arms occasionally
- Ability to stoop, kneel, crouch, or crawl occasionally
- Close vision
- Ability to sit regularly
- Ability to talk regularly
- Ability to hear regularly
- Ability to use hands to finger, handle, or feel objects, tools, or controls regularly
- Ability to handle confidential information
- Good judgment
- Ability to accept responsibility
- Ability to analyze information and make decisions
- Ability to work quickly and accurately
Desired Qualifications
- Demonstrated success in cross-selling banking services
- Six months of cash handling, customer service, and sales experience
- Prior banking experience
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