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Client Service Representative

Posting Date: 12/06/19
Location: Los Altos, CA
Department: Branch Operations

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. High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience.

Primary Responsibilities:

Provide exceptional customer service to all clients, prospective clients and Bank employees, in person, by electronic mail, and on the phone. Interact and establish rapport with all clients that conduct business in the branch. Display outstanding interpersonal skills and maintain a professional image at all times. Maintain a working knowledge of banking operations as it applies to the position. Follow proper procedures to mitigate risk to the bank. Follow bank policies and banking regulations. Conduct daily reviews of specified reports as required.Complete operations work accurately and efficiently. All other duties and responsibilities as assigned.

Teller Responsibilities:

Process with accuracy, all teller transactions as applicable in a timely manner.Manage assigned cash drawer within Bank policy and procedures.

Summary:

The Client Services Representative is the employee in the branch who is primarily responsible for handling customers' depository transactions (cash and non-cash teller transactions) and inquiries.

Benefits include competitive salary, bonus plan, medical, dental, group life & long term care insurance, vision care reimbursement, 401(k), and tuition reimbursement program, and a health club allowance.