On-site Banking Service Specialist

Bank of the Sierra; Tehachapi (CA); On-site; USD 37,128 - 50,232; Full time

Job summary

Bank of the Sierra in Tehachapi, CA is seeking a full-time, on-site Customer Service representative. You will greet customers, interview to obtain information and explain financial and deposit services, and discuss account requirements and any fees.

You will collect deposits, assist with safe deposit boxes, and process checks/debit cards while maintaining confidentiality. A high school diploma or GED plus 2+ years in banking is required, with opportunities to support CRA activities.

Qualifications

• Excellent customer service, attentiveness, and diplomacy when dealing with customers and colleagues.
• Strong written and verbal communication to address concerns promptly.
• Detail-oriented with high accuracy in handling accounts.
• Multitask efficiently across multiple clients and accounts.
• Proficient use of online banking and account-management software.

Responsibilities

• Greet new customers.
• Interview customers to gather information and explain services.
• Discuss limits or fees associated with an account.
• Refer prospects to other bank areas for additional services.
• Promote cross-selling and new products.
• Collect initial account deposits and process them.
• Rent and assist with safe deposit boxes.
• Maintain branch files including MSB accounts and confidentiality.
• Assist with checks/debit cards orders and compliance training.

Skills

Customer service

Communication

Problem solving

Attention to detail

Multitasking

Computer skills

Education

High school diploma or GED

2+ years bank operations experience

Job description

Bank of the Sierra in Tehachapi, CA is seeking a full-time, on-site Customer Service representative. You will greet customers, interview to obtain information and explain financial and deposit services, and discuss account requirements and any fees.

You will collect deposits, assist with safe deposit boxes, and process checks/debit cards while maintaining confidentiality. A high school diploma or GED plus 2+ years in banking is required, with opportunities to support CRA activities.