Customer Service Representative/Teller: Indio

We need to output HTML fragment with sections: About the role? Actually we have Overview, About CVB, What's In It For You, Responsibilities, Qualifications, Salary Range, Service Excellence Standards. We need to use

for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. But we should only include sections when posting has real specific content. We have content for About CVB (maybe "About the role"? Actually "Overview" is description of role; we could map to "About the role". We have "What's In It For You" which includes benefits and pay. Could map to Benefits and Pay sections. We have Responsibilities. We have Qualifications. We have Salary Range (Pay). We have Service Excellence Standards (maybe not a standard heading; could be omitted or maybe part of About the role? Not required). We should not invent sections like Skills if not present. We have no explicit Skills list; but responsibilities include skills. However we should not create a Skills section unless posting has specific content. Probably we can omit Skills. We need to use

• for any list of duties/requirements/benefits. So for responsibilities list, we need to convert the paragraph into list items? The responsibilities are a long paragraph with many duties separated by periods. We could split into list items each duty. But we must preserve ALL substantive information; we can convert sentences into
• . That's okay. Similarly for Qualifications: we have Education and/or Experience: ... plus work related experience etc. Could be list. Benefits: "Competitive pay, 401k matching, mortgage and auto discounts. 9-27 days of PTO per year (based on tenure), VTO and 10 paid holidays. Affordable medical, dental, vision health plans, and Flexible Spending Account. Employee Assistance Program with a variety of services. Career development, training, and coaching, mentoring; tuition reimbursement up to $4,000/year. Culture of excellence and continuous improvement. We strive to be the best place you’ve ever worked!" This is benefits plus pay. We need separate Benefits and Pay sections if content exists. Pay: we have Salary Range: $17.87 - $26.81. Also Competitive pay mentioned in benefits. We could put Pay section with salary range. Benefits section with other benefits. Schedule: not mentioned, so omit. We must not repeat job title as heading. Already not. We must not include Job ID etc. We must remove boilerplate like EEO etc. There's a line: "Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences." That's EEO boilerplate; we should remove that line. Also "The employee shall comply with occupational safety and health standards..." that's safety boilerplate; maybe keep? It's not EEO but it's generic safety; but it's still boilerplate? The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. Safety standards maybe not required to remove but could be considered legal. Safer to remove lines that are clearly boilerplate like EEO, OSHA compliance. We'll remove those sentences. Also duplicated lines: "Troubleshoots issues with ATM/Debit card for members." appears twice; we should keep only one. We need to preserve all substantive information; removing boilerplate is okay. Now construct HTML. We'll have:

  About the role

  Overview text: The Customer Service Representative (CSR) is responsible for performing routine and intermediate branch and member service duties; including but not limited to processing deposits and withdrawals, processing loan payments, cashing checks, entering outgoing wires, processing night deposit and vault transactions, promoting business for the credit union by maintaining good member relations and referring members to appropriate staff for new services.

  Then maybe

  About CVB, a Division Of Frontwave Credit Union

  but we only allowed headings from list; "About CVB..." not in list. Could treat as part of About the role? But we have separate heading "About CVB". The instruction: use

  for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It says e.g., not limited to? It says use

  for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Likely they expect only those headings. So we should not create a heading for About CVB; we could incorporate that info into About the role paragraph or maybe a separate

  without heading. But we need to preserve all substantive information; we can include it in a paragraph under About the role or as a separate

  without heading. Probably better to add a

  after About the role heading. Thus:

  About the role

  The Customer Service Representative (CSR) is responsible for performing routine and intermediate branch and member service duties; including but not limited to processing deposits and withdrawals, processing loan payments, cashing checks, entering outgoing wires, processing night deposit and vault transactions, promoting business for the credit union by maintaining good member relations and referring members to appropriate staff for new services.

  Frontwave Credit Union is a member-owned not-for-profit financial institution serving San Diego, Riverside, San Bernardino and Imperial counties. Founded in 1952, we have grown to 18 branches with 125,000 members and manage over a 1.8 billion in assets. At CVB, a division of Frontwave Credit Union, we are focused on creating consumer solutions to provide our members and the communities we serve with products and services that enhance the quality of life for our members through exceptional service and the progressive application of technology.

  Then Responsibilities:

  Responsibilities

  • Process transactions accurately and efficiently to build member confidence and trust, based on established policies and procedures.
  • Assists with night depository duties and armored car deliveries, logging bags, processing deposits, completing change orders, issuing receipts and returning bags to members.
  • Operates a computer terminal or assigned computer to process account activity, determine balances, and resolve problems within given authority.
  • Issues Cashier’s Checks and Money Orders.
  • Identify member’s needs and refer financial products and services to consumers and business members.
  • Receives and processes stop payments, and check hold notices (Reg CC).
  • Accepts loan payments, notifying the Loan Department for confirmation of payment processing.
  • Maintains and balances cash drawer daily and verifies that cash is sold to the vault in an effort to stay within cash drawer daily limits.
  • Balances teller cash drawer and maintains accurate teller balancing records.
  • Completes necessary research to locate discrepancies, if applicable.
  • Address member inquiries and concerns and refer to appropriate internal resources or Branch Manager for resolution.
  • Records, files, updates, consumer or account information and reports as required.
  • Answers telephone and directs callers to proper Credit union personnel while maintaining a professional and positive phone etiquette.
  • Gather data and process various reports (e.g., currency transactions, returned items, callbacks, etc.)
  • Complete address change forms and deliver to the appropriate personnel for input.
  • Assist in processing ATM deposits, complete outgoing wires requests, etc.
  • Assist the Accounting Department in researching, when applicable, i.e. data for levies and garnishments, etc.
  • Identify fraudulent activity to help prevent losses to the credit union.
  • Ensure that members are aware of online and mobile banking.
  • Assists in the completion of monthly branch certifications, including but not limited to: Stop Payments, Holds, Negotiable Instruments, Key Log, etc.
  • Maintains member & account files
  • Open new accounts and complete existing account maintenance, and remain within CIP/BSA compliance, i.e. entity documents, beneficial ownership, etc.
  • Refers loan requests to the appropriate lender.
  • Processes check orders within the core system.
  • Processes, solves and answers basic and complex member transactions, problems or inquiries.
  • May assist with opening and closing the vault daily; including the preparations of incoming and outgoing cash shipments; assistance in balancing vault currency and coin.
  • Troubleshoots issues with ATM/Debit card for members.
  • May assist in the daily balancing of the ATM and Vault daily, ensuring the terminals and Vault supply are sufficient.
  • Completes orders of ATM/Debit Cards.
  • May be required to work at various locations to provide teller coverage when necessary.
  • Follows policies and procedures; completes tasks correctly and on time; supports the Credit union’s goals and values; benefits the credit union through outside activities.
  • Performs the position safely, without endangering health or safety to themselves or others and will be expected to report potentially unsafe conditions.
  • May assist Branch Manager in conducting unannounced audits of all branch funds and cash limits; ensures the branch is in compliance with established Credit Union policies, procedures and state and federal regulations.
  • Performs all other duties as assigned by management
  We removed EEO line and OSHA line and duplicated troubleshoot line (we kept one). Also removed "Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences." and "The employee shall comply with occupational safety and health standards..." etc. Now Qualifications:

  Qualifications

  • High school diploma or general education degree (GED); or 1 year of related experience and/or training; or the equivalent combination of education and experience
  • Work related experience should consist of a financial institution cash handling and customer service background.
  • Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related.
  • Experience, knowledge and training in branch operation activities, terminology and products and services.
  Pay:

  Pay

  Salary Range: $17.87 - $26.81

  Benefits:

  Benefits

  • Competitive pay
  • 401k matching
  • Mortgage and auto discounts
  • 9-27 days of PTO per year (based on tenure)
  • VTO
  • 10 paid holidays
  • Affordable medical, dental, vision health plans
  • Flexible Spending Account
  • Employee Assistance Program with a variety of services
  • Career development, training, and coaching, mentoring
  • Tuition reimbursement up to $4,000/year
  • Culture of excellence and continuous improvement
  • We strive to be the best place you’ve ever worked!
  We might have duplicated "Competitive pay" also in Pay section; but it's okay. Schedule: not present, omit. We should not include Service Excellence Standards heading as not in list; we could incorporate into Benefits maybe as a bullet but it's more culture. Could add as bullet under Benefits: "Culture of excellence and continuous improvement" already there; also "We strive to be the best place you’ve ever worked!" we added. Now ensure no extra headings like About CVB. We included its description in a paragraph under About the role. Check for any leftover boilerplate: we removed EEO and OSHA lines. Also removed "May assist Branch Manager