Jobs · Finance · California

Lead Banking Specialist II

Citizens Business Bank · San Jose, CA · 1 mo ago
Finance$23.93/hrFull-time

Essential Duties And Responsibilities

  • Comply with and stay abreast of all policies and procedures, federal and state laws applicable to the job.
  • Provide customer service that meets or exceeds all service levels by promoting individual and team enthusiasm and pride.
  • Support customer service program objectives.
  • Increase customer satisfaction by recognizing and managing difficult situations promptly.
  • Provide timely resolution of customer inquiries and complaints.
  • Maintain thorough product knowledge of all existing and newly introduced products, services and programs.
  • Apply Bank policies to minimize losses, defalcations, and service representative differences.
  • Implement monthly control and timely submission of Center reports.
  • Generally assist Service Manager, including with respect to controlling and properly accounting for non-interest expenses, operating losses, service representative differences, overtime, and overall compensation.
  • Aids in the preparation of annual performance reviews for all non-exempt associates and assists with the preparation and discovery for disciplinary action for non-exempt associates.
  • Performs opening and/or closing procedures in accordance with the policy and procedures of the Bank.

Qualifications

  • To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
  • The requirements listed below are representative of the knowledge, skill, and/or ability required.
  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Associate’s degree (A. A.) or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience.
  • Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
  • Ability to write routine reports and correspondence.
  • Ability to speak effectively before groups of customers or employees of organization.
  • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
  • Ability to apply concepts of basic algebra and geometry.

Physical Demands

  • While performing the duties of this job, the employee is regularly required to talk or hear.
  • The employee frequently is required to use hands and fingers to operate a computer keyboard, mouse, calculator, and telephone.
  • And reach with hands and arms.
  • The employee is occasionally required to stand, walk, and sit.
  • The employee must occasionally lift and/or move up to 25 pounds.

Work Environment

  • The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • The noise level in the work environment is usually moderate.

Pay

Salary Range: $23.93 To $32.31 Hourly

Exact compensation may vary based on skills, experience and/or education, and location.

This position is also eligible for an annual bonus.

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