Customer Service Representative

Location: Sacramento
Posted on: November 20, 2024

Job Description:

DUTIES & RESPONSIBILITIES:

? Provide an extraordinary Client experience to Clients of Bank promoting professionalism, confidentiality and the desire to assist.

? Actively promote Bank and develop Client relationships through maintaining your knowledge of the Bank's products and services.

? Receive checks and cash for deposit to saving and checking accounts within specified limits; examine checks for proper endorsement and negotiability for compliance with Bank Hold Policy and receipt of transactions.

? Cash checks and pay money from savings and checking accounts in accordance with Bank Policy.

? Accept loan payments, cash advances, incoming/outgoing wire transfers, loan advances/paydowns, stop payments, telephone transfers and credit ratings.

? Sell Cashier Checks and redeem U.S. Savings Bonds.

? Respond to Clients' bookkeeping and account inquiries, providing accurate and timely information.

? May act as a member of a dual control team in processing mail, ATM, night drop and courier bags.

? Maintain Bank Standards for Cash Controls by: balancing a cash drawer while maintaining assigned cash limits, safeguarding cash, teller stamps and terminal password.

? Adhere to applicable regulations and policies including but not limited to: Bank Secrecy Act (BSA) and Anti-Money Laundering requirements, Privacy and protecting Client Information; Reg CC (UCF Holds); Reg E; Reg DD and USA Patriot Act. .

? Daily, track referrals and recommendations using Connections.

? Assist with any associated task as requested, needed or assigned.

REQUIRED SKILLS:

? Excellent client service skills, with ability to communicate tactfully and listen attentively to Clients.

? Strong sales and cross sales interests and abilities with a persuasive, "selling? verbal communication style.

? Strong written communication skills with fine attention to detail.

? Ability to lift and transport bags or containers of coin and currency.

? Ability to count and handle large quantities of coin and/or currency for the purpose of verification as it relates to Client and bank transactions.

? Moderate use of various office equipment, including, but not limited to: 10-key, adding machine, MICR encoder, FAX, microfilmer, photocopier and Micro-film/fiche viewer for research and retrieval.

? Standard PC skills such as: Word, Excel, Outlook, and other standard software applications.

? Understanding of Bank Regulations, including, but not limited to, BSA, Reg D, Reg DD, Reg CC, Reg B, etc.

? Heavy telephone usage.

We are an equal employment opportunity employer and will consider all qualified candidates without regard to disability or protected veteran status.

Keywords: , Santa Rosa , Customer Service Representative, PR / Public Relations , Sacramento, California