Jobs · OTHR · California

Service Representative II

Citizens Business Bank · West Sacramento, CA · 3 mo ago
OTHR$20/hrFull-time

About the role

This position is a service representative in a financial institution, responsible for providing prompt, efficient, and friendly service. Key responsibilities include handling various transactions such as check cashing, deposits, withdrawals, and loan payments.

Responsibilities

  • Complies with and stays updated on all policies and procedures, federal, and state laws applicable to the job.
  • Answers all incoming telephone calls and assists or directs callers.
  • Takes messages.
  • Greets customers in person or on the telephone.
  • Lights filing.
  • Inputs check orders.
  • Straight deposits, payments (no cash).
  • Processes address changes.
  • Call customers to verify checks, process various reports, contact customers on return items, receive commercial and individual checking deposits, verify endorsements, and issue receipts.
  • Receive loan payments, checks due dates, and assess late charges when applicable.
  • Accepts requests for purchase of U.S. Savings Bonds.
  • Accepts and places stop payment requests, check reorders, and address changes, distributing these to proper personnel for processing.
  • Keeps negotiable items secure and maintains a high level of safety for the Bank.
  • Answer customer questions when necessary, always using the opportunities to cross-sell other bank services.
  • Processes incoming mail, courier, ATM, Night Drop, and payments, signature cards, transfers, and performs miscellaneous duties requested by a supervisor.
  • Provide, present, and promote The Citizens Experience to all external and internal customers.
  • Perform other duties as assigned.

Qualifications

  • High school diploma or equivalent.
  • A minimum of six months experience as a service representative in a financial institution, or six months experience with cash handling and customer service.
  • Ability to read, write, and understand simple instructions, short correspondence, and memos.
  • Ability to effectively present information in one-on-one and small group situations to customers, clients, and other associates of the organization.
  • Ability to add and subtract two-digit numbers and multiply and divide with 10's and 100's.
  • Frequent standing, walking, reaching, bending, stooping, kneeling, crouching, and crawling.
  • Occasional lifting and moving up to 25 pounds.

Physical Demands

  • Regularly required to talk or hear.
  • Frequently lift and/or move up to 25 pounds.
  • Specific vision abilities required include close vision and distance vision.

Work Environment

  • The noise level in the work environment is usually moderate.

Pay

Salary Range: $20.00 To $23.00 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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