Customer Service Representative
$41,600–$52,000 year
On-siteAtascadero, California, United States
Job Summary
Process routine teller transactions including deposits, withdrawals, check cashing, and transfers while maintaining close attention to detail and complying with all banking regulations. Assist customers with account reconciliation, statement copies, check orders, closures, address changes, stop payments, and debit card maintenance. Balance cash supplies at the end of each shift, review transactions for red flags and fraudulent items, and refer unresolved issues to branch management. Gather data to process reports ensuring compliance with Bank policies and the Bank Secrecy Act. Provide exemplary in-person and phone service, educate clients on mobile and online banking, and proactively recommend additional products and services.
Required Qualifications
- High School or GED
- 1 year minimum Customer Service Experience
- 1 year minimum Cash Handling Experience in Customer Facing Role
- 1 year minimum Experience in a Banking Environment
- Basic Knowledge of Bank Deposit Products and Services
- Excellent interpersonal skills
- Customer service
- Ability to work independently
- Ability to collaborate effectively as a team member
- Ability to make decisions using information available
- Attention to detail
- Knowledge of applicable Bank policies and procedures
- Ability to understand client loan requests and make appropriate referrals
- Ability to understand client requests for additional services and make appropriate referrals
- Ability to make clients aware of additional products and services and make appropriate referrals
- Travel 0-10%
Desired Qualifications
- 1 year minimum Experience in a Banking Environment with Basic Knowledge of Bank Deposit Products and Services preferred
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