Senior Branch Utility Representative

Posting Date: 01/10/20
Location:  San Jose, CA
Department: Branch Operations


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) and minimum one year related experience.  Prior banking experience preferred.

Primary Responsibilities:

Provide exceptional customer service to all clients in person and on the phone. Interact and establish rapport with all clients that conduct business in the branch. Maintain working knowledge of teller and new accounts functions to resolve customer problems in a timely and satisfactory manner. Display outstanding interpersonal skills and maintain a professional image at all times. All other duties and responsibilities as assigned. Follow proper procedures to mitigate risk to the bank. Follow bank policies and banking regulations. Conduct daily reviews of specified reports as required. Complete operational work accurately and efficiently. Perform and complete in a timely manner any special projects assigned by the Regional Operations Manager. Support and/or supervise branches within a dedicated region(s) with all aspects of daily operations as needed.


A Sr. Branch Utility Representative provides coverage for absences in a dedicated region(s) including new accounts supervisor, branch supervisor & operations officer.  Primary coverage responsibilities will be for branch supervisor & officer positions although when necessary may need to cover for teller, new accounts representatives or receptionist. The Sr. Branch Utility Representative is responsible for servicing customers with depository transactions, opening and maintaining accounts, and supporting sales staff as required. 

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