Customer Service Officer

Five Star Bank; Elk Grove (CA); Presencial; USD 28 000 - 34 000; Tempo integral

Resumo da oferta

Five Star Bank in Elk Grove, CA seeks a Customer Service Officer to support daily branch operations and deliver an exceptional client experience. You will process deposits, withdrawals, and account transactions, while assisting customers with their banking needs and maintaining operational integrity.

Ideal candidates bring 1+ year banking experience, 2+ years customer service, and 6 months cash handling, with a high school diploma or GED.

Qualificações

• At least 1+ year of banking experience.
• At least 2 years of customer service experience.
• 6 months of cash handling experience.
• High School Diploma or GED.

Responsabilidades

• Process deposits, withdrawals, and all account transactions.
• Open new accounts and perform account maintenance.
• Balance teller cash drawer daily and reconcile Ban control balances.
• Handle courier/mail/ATM, transfers, and loan payments.
• Provide branch coverage as needed and report suspicious activity.

Conhecimentos

Customer service

Cash handling

Banking experience

Attention to detail

AML awareness

Formação académica

High School Diploma or GED

Descrição da oferta de emprego

Description

Who We Are

Five Star Bank is an award-winning and high performing $5.6 Billion community business bank operating through 10 offices - 4 in the Capital Region, 3 in the North State, 2 in the San Francisco Bay Area, and 1 in the Central Valley, as well as administrative offices in Newport Beach and Downtown Sacramento. With an emphasis on commercial real estate and small business we partner with organizations to help them be successful by providing highly customized banking solutions. Organizations bank with us because of our entrepreneurial and empathetic spirit, speed to serve and deep connection to our market. And they trust us.

Position Overview

As a Customer Service Officer, you will support daily branch operations while delivering an exceptional client experience. Your responsibilities will include processing deposits and withdrawals, managing cash transactions, and assisting customers with their banking needs. You will play a key role in enhancing customer satisfaction and maintaining the integrity of our banking operations.

Essential Job Functions

• Process deposits, withdrawals, and all account transactions
• Open new accounts and perform account maintenance
• Complete daily tasks in a timely matter
• Resolve issues by examining relevant documents and records
• Approve transactions within delegated limits and report suspicious activities to the AML Officer
• Assist operations staff and management with development and implementation of new policies and procedures
• Handle courier/mail/ATM and night drop deposits
• Process telephone/fax transfers, wire transfers, and loan payments
• Balance teller cash drawer daily and Branch Cash Recap
• Reconcile Ban control accounts daily
• Complete research requests for customers
• Comply with all Anti-Money Laundering Laws and Regulations
• Complete file maintenances and changes of addresses, and order checks and deposit slips
• Provide branch coverage as needed for vacations, leaves or in any event that would cause an office to have less than the minimum number of people required to operate for the day

Additional Tasks in the Absence of the Branch Manager

• Verify and maintain GL and Ban Control balances
• Complete daily NSF/Non-Post Items and reports
• Order cash for the branch & manages shipments
• Approve deposits, cash limits, and outgoing wires
• Place Reg CC holds and prepare documents

Requirements

• At least 1+ year of banking experience
• At least 2 years of customer service experience
• 6 months of cash handling experience
• High School Diploma or GED

Competencies

• Customer/Client Focus
• Personal Effectiveness/Credibility
• Problem Solving/Analysis
• Teamwork Orientation
• Initiative
• Stress management/Composure
• Organizational Skills
• Technical Capacity

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands

While performing the duties of this position, the employee is in regular communication, is required to use various tools or objects, and have the mobility to move about the office. The employee occasionally lifts and/or moves objects up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus.

Position Type/Expected Hours of Work

This is a full-time position. Days and hours of work are Monday through Friday, 8 a.m. to 5p.m. Occasional overtime may be required as job duties demand.

Supervisory Responsibility

This position has no supervisory responsibilities.

Other Duties

The purpose of the job description is to outline the duties and responsibilities for which the position is held accountable. The job description does not restrict the right of management to change, alter or reassign duties at any time with or without notice.

EEO Statement

Five Star Bank is an Equal Employment Opportunity (EEO) employer and is committed to creating and maintaining a work environment that is free from all forms of discrimination and harassment. The Five Star Bank EEO policy prohibits harassment or discrimination due to age, ancestry, color, disability, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, race, religious creed, sex (including pregnancy, childbirth, breastfeeding, and any related medical conditions), sexual orientation, and any other classification protected by federal, state, or local laws, regulations, or ordinances. It also prohibits retaliation for engaging in protected activity, such as filing a discrimination or harassment complaint or participating in an EEO investigation. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment.

If you are a qualified individual with a disability or a disabled veteran and are unable or limited in your ability to access our website, you can request reasonable accommodation by sending an email to [e-mail]

NOTE: Five Star Bank personnel are employed on an at-will basis. All employment is at-will and can be terminated with or without cause, at any time, by the Employee or by Five Star Bank for any reason or no reason whatsoever, with or without notice.