Merchant Service Representative III

Citizens Business Bank; Corona (CA); On-site; USD 28,000 - 30,000; Full time

Job summary

Citizens Business Bank in Corona, CA seeks a detail-oriented service representative to handle currency and coin transactions, balance cash deposits, and maintain accurate customer records. The role emphasizes strict adherence to policies and procedures, accuracy in deposits, and promoting the bank experience to clients.

You will count and verify cash, perform data entry, and support daily vault operations while interacting with customers to ensure a positive banking experience.

Qualifications

• High school diploma or GED required; or minimum one year experience as a service representative in a financial institution.
• Ability to read and comprehend simple instructions, short correspondence, and memos; ability to write simple correspondence.
• Proficient in basic math: addition, subtraction, multiplication, and division; understand rates, ratios, and percentages.

Responsibilities

• Counts currency, coins, and checks for deposits in vault.
• Totals currency and checks to verify deposit amounts.
• Records deposits in customer accounts.
• Removes specified cash from vault for shipment and records cash shipped.
• Counts large denomination bills, mutilated currency, and food stamps for Fed Reserve shipment.
• Performs data entry and maintenance of analyzed accounts.
• Provide, present and promote The Citizens Experience to customers.
• Other duties as assigned.

Skills

Cash handling

Data entry

Mathematical skills

Customer service

Communication

Education

High school diploma or GED

1 year financial institution experience

Job description

SUMMARY

Fills orders for currency and coins, and counts and records cash deposits in vault of commercial bank by performing the following duties.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following

• Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.
• Counts currency, coins, and checks received for deposit in vault.
• Totals currency and checks to verify amount on deposit slip or other form.
• Records deposit in customer account record.
• Removes specified amount of currency and coins from vault and places cash in bag for shipment to business or branch bank.
• Records amount of cash shipped.
• Counts and records large denomination bills, mutilated currency, and food stamps for shipment to Federal Reserve Bank.

• Performs data entry and maintenance of analyzed accounts.

• Provide, present and promote The Citizens Experience to all external and internal customers.

• Other duties as assigned.

Supervisory Responsibilities

This job has no supervisory responsibilities.

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.

EDUCATION and/or EXPERIENCE

High school diploma or general education degree (GED); or minimum of one year experience as a service representative in a financial institution.

LANGUAGE SKILLS

Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other associates of the organization.

MATHEMATICAL SKILLS

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

REASONING ABILITY

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

PHYSICAL DEMANDS

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

While performing the duties of this job, the associate is regularly required to stand; use hands and fingers to operate a computer keyboard, mouse, calculator, and telephone.; reach with hands and arms; talk and hear. The associate frequently is required to stoop, kneel, crouch, or crawl. The associate occasionally required to walk, sit, and climb or balance. The associate must regularly lift and/or move up to 50 pounds and frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an associate 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 noise level in the work environment is usually moderate.

Salary Range: $20.00 To 22.12 Hourly