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.