Customer Service Representative - Mobile

1st Security Bank; Bellevue (WA); On-site; USD 29,342 - 31,684; Full time

Benefits offered by this job

Full medical, dental, and vision

Life insurance

Long-term disability

401K matching

Paid sick and vacation time

Job summary

1st Security Bank in Bellevue, WA seeks a Customer Service Representative - Mobile to greet customers, handle cash, and support branch operations. You will balance cash drawers, manage ATM transactions, and refer customers for sales opportunities while helping the team achieve monthly goals.

Travel to assigned branch locations is required. The role emphasizes strong customer service, accuracy, and the ability to multitask in a busy banking environment.

Qualifications

• High school diploma or equivalent and at least one year experience within a financial institution.
• Knowledge of applicable regulations such as Bank Secrecy Act and AML is preferred.
• Bondability is required.

Responsibilities

• Greet clients in person or by phone and assist or refer them to the appropriate team member.
• Manage cash drawer, vault, ATM and cash recycler operations; balance cash daily.
• Pursue referral opportunities to meet monthly branch goals and drive sales.
• Process name/address changes and other account maintenance as needed.
• Research and resolve customer complaints and support other departments as needed.

Skills

Customer service

Cash handling

Multi-tasking

Communication

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Customer Service Representative - Mobile

• Pay or shift range: $21.30 USD to $23 USD The estimated range is the budgeted amount for this position. Final offers are based on various factors, including skill set, experience, location, qualifications and other job-related reasons.
• Travel Required : Yes

Description

A GREAT PLACE TO WORK AND BANK

Join our team! 1st Security Bank team members deliver service that "WOWs" each other and our customers. We value relationships, teamwork, community, and professional growth in a safe, friendly, and progressive workplace. We celebrate diversity and support equality for all. If you share these core values and are committed to career excellence, let us help you reach your dreams!

If you are the type of individual that would enjoy working at one of thePuget Sound's Best Places to Work for 10 years in a row and focuses on providing an exceptional client experience, then 1st Security Bank is the place for you. 1st Security Bank was named a bronze medal winner in its class in the Puget Sound Business Journal's Best Workplaces contest in its first year nominated and is also consistently rated a 5-star Bank in Washington State by Bauer Financial, an independent bank rating firm.

POSITION SUMMARY

Responsible for first line branch customer service by greeting clients (in person or by telephone) and appropriately assisting them either personally or by referral to another team member. Responsible for cash drawer and vault operations, ATM and cash recycler operations, and daily proof and cash balancing. Consistently refers customers when appropriate sales opportunities present themselves and meets referral goals.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:

Must adhere to the Core Values of 1st Security Bank and demonstrate dependability and reliability in all aspects of the position

Must understand and adhere to the Bank’s Customer Service Protocols when greeting, meeting and interacting with customers

Must follow cash handling procedures and be effective and proficient in counting cash and making deposits for customers

Takes ownership of the customer experience by being present and willing to help

Helps achieve monthly branch goals and achieves referral goals to add value to our customers or prospective customers

Participates in customer calls for such tasks as CD maturity notifications, birthday greetings, marketing or call campaigns or other lists provided by management.

Required to be fully knowledgeable and skilled in the areas of teller, vault, and safe deposit

Processes monetary transactions and balances cashbox daily

Receives and processes name and address changes and other account maintenance, as necessary

Researches and resolves customer complaints when necessary and assists other employees and departments whenever possible

Must know the features and benefits of 1st Security’s products and services

Must be able to multi-task and prioritize

Participates in branch operational and audit activities as assigned

Follows appropriate steps to ensure branch security

Adheres to 1st Security Bank policies and procedures

Supports management decisions and goals in a positive, professional manner and represents the bank with a high level of integrity

Travels to assigned 1st Security Bank locations as business needs require

Performs other duties as assigned

BENEFITS AND PERKS

Full medical, dental, and vision coverage for individual or family plan.

Life insurance.

Long-termdisability insurance.

401K matching program.

Paid sick and vacation time.

OUR CORE VALUES

Relationship Driven - we strive to "WOW" (surprise, excite and delight) each other and our customers.

Ethical - fair, honest and act with integrity.

Lead by Example - maintain a positive attitude, show respect for others, and have some fun!

Accountable - we take our responsibilities seriously and we meet our commitments with urgency.

Team Player - dependable, enthusiastic contributor to team success and to the greater good of the bank.

Embrace Dreams - we encourage each other to reach for our dreams.

Diversity - we celebrate diversity and support equality for all.

Community Oriented - we actively support our communities and the Bank's CRA initiatives.

Open and Honest Communication - always professional, responsive, and timely.

EDUCATION and/or EXPERIENCE

• High school diploma or equivalent and at least one year experience within a financial institution.

Requires a basic knowledge of all applicable regulations that pertain to this position

Knowledge of the Bank Secrecy Act and Anti-Money Laundering policies, procedures and related programs

Must be bondable

COMPUTER SKILLS

To perform this job successfully, an individual should be proficient in Microsoft Office Products and other Database software.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• The employee will operate in a general office environment, using office equipment such as a phone, computer, adding machine and currency/coin counters

The employee must be able to stand for extended periods of time and bend, reach and squat occasionally when accessing safety deposit boxes, storage or supplies.

As part of the daily work demands, occasional lifting and moving of objects up to 25 pound is required.

The noise level in the work environment is usually quiet to moderate, as compared to a private office, with light foot traffic and office equipment. The employee must be willing and able to interact frequently with the general public.

Salary Range: $21.30 to $23.00 per hour.

Travel Required

Yes . Travels to assigned 1st Security Bank locations as business needs require

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.