CUSTOMER SERVICE REPRESENTATIVE II-III - Santa Rosa, CA

Golden Route Operations, LLC; Santa Rosa (CA); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

100% employer-paid medical, dental, &-

Vision coverage

Flexible Spending Accounts (FSA)

Life/AD&D/Long-Term Disability

401(k) with employer matching

Tuition reimbursement

Paid volunteer time off

3 weeks of paid vacation

Job summary

Summit State Bank in Santa Rosa is seeking a Customer Service Representative (CSR) II-III for our Main Branch. This full-time, customer-facing role handles day-to-day banking transactions, deposits, and related services.

The CSR II-III delivers outstanding service, promotes bank products, and supports new accounts while maintaining accuracy and regulatory compliance. Prior banking experience is preferred with a focus on customer care and cross-selling opportunities.

Qualifications

• 2+ years of banking experience preferred.
• Strong customer service skills and attention to detail.
• Ability to open new accounts and build customer relationships.

Responsibilities

• Process deposit transactions and related banking services.
• Promote bank products and refer opportunities to Branch Manager.
• Open new consumer and business deposit accounts.
• Maintain accurate records and ensure regulatory compliance.
• Assist with password resets and online banking tasks.
• Support safe deposit operations and teller duties.
• Crosstrain in other branch tasks.

Skills

Customer service

Banking transactions

Regulatory compliance

Cross-selling

Attention to detail

Tools

Online Banking

Business eBanking

Job description

• Location 500 Bicentennial Way,Santa Rosa, CA, 95403,United States
• Employee Type Non-Exempt - FT

Summit State Bank is an award-winning Community Bank whose core values are based on making a positive impact on our employees, customers, and the communities we serve. Our employees are important to us; we provide rewarding career paths with competitive pay and excellent benefits. If you want to work for a Community Bank that values you and your contributions, we encourage you to apply.

We are looking for a Customer Service Representative (CSR) II-III for our Santa Rosa Main Branch. The CSR II-III is a full-time, customer-facing in branch position that is responsible for day-to-day banking transactions. Summit State Bank’s Customer Service Representatives provide outstanding service in processing deposit transactions and assisting with all the Bank’s deposit products and services. This position is eligible for our incentive program in addition to regular wages. Priority will be given to applicants with prior banking experience.

• Process all types of transactions related to deposit accounts (examples: deposits, withdrawals, cashier’s check purchases, wire transfers, etc.).
• Ensure cash limits are observed, and teller and branch cash is balanced daily.
• Review corrections, large items and 2 signatures required.
• Balance ATM and vault.
• Properly record transactions for account analysis.
• Perform item capture duties, as needed.
• Online Banking: Perform reset failed logins and password changes.
• Business eBanking: Perform password changes.
• Perform safe deposit duties by opening accounts, controlling access, assisting customers and processing affiliated reports.
• Ensure compliance with all related regulatory requirements.

Customer Relations

• Promote the culture, products, services, policies, and standards of the bank.
• Ensure the highest level of customer service is provided.
• Actively seek opportunities to promote Bank products and services among existing customers and prospects and refer potential business to the Branch Manager.
• Participate in customer retention calling efforts to provide excellent customer service, to cross-sell products and services, and to gain referrals.
• Respond to customer inquiries; research and resolve customer issues.
• Provide a welcoming atmosphere and courteous service.

New Account Responsibilities

(Candidates with New Account responsibilities will be given priority.)

• Open new consumer and business deposit accounts in accordance with policies and legal requirements.
• Prepare and maintain appropriate documentation for all deposit products and services (examples: deposit accounts, online banking, wire transfers agreements, Positive Pay agreements, ACH agreements, Business eBanking).
• Analyze customer relationships for the purpose of recommending products to the customer (such as online baking, remote deposit, Positive Pay and overdraft protection).
• Analyze customer relationships for the purpose of recommending rate increases and waivers to the managers.
• Perform account maintenance (examples: signer changes, vesting changes, address changes, email addresses, telephone updates, updating customer identification information).
• Maintain advanced knowledge of all deposit related products and services.
• Online Banking: Set up of new consumer and business users and maintenance (examples of maintenance: address changes, telephone numbers, adding sub users, company administration modifications).
• Business eBanking: Performing password changes.

Other Duties

• Crosstrain in other duties as directed.
• Assist with various operational tasks performed in the branch.

The strong candidate will have an intermediate level of banking knowledge with at least two years of banking experience, is knowledgeable in opening new accounts and has the ability to build customer relationships. Candidates must exhibit superior customer service skills and fine attention to detail.

Summit State Bank offers a highly competitive benefits package designed to support our employees’ health, financial well-being, and professional growth. We proudly provide 100% employer-paid medical, dental, and vision coverage for employees, along with employer contributions toward a portion of dependent coverage premiums.

Our comprehensive benefits also include Flexible Spending Accounts (FSA) - with employer matching contributions of up to $2,500 annually for Dependent Care FSA accounts - as well as employer-paid Life, AD&D, and Long-Term Disability coverage. Employees receive employer HSA contributions of up to $4,000 annually if enrolled in a HDHP and have access to a 401(k) plan with employer matching contributions.

We are committed to investing in our employees’ success through tuition reimbursement, wellness resources, internal mentorship programs, and paid volunteer time off. In addition, all full-time employees receive a minimum of three weeks of paid vacation annually, supporting a healthy work-life balance.

Summit State Bank is an Equal Opportunity/Affirmative Action Employer and provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.