Part-Time Banking CSR: Customer Care & Transactions

Fmbonline; Walnut Creek (CA); On-site; USD 30,000 - 34,000; Part time

Job summary

F&M Bank in Walnut Creek, CA, is seeking a part-time Customer Service Representative (30 hours). You will be the face of the branch, delivering prompt, friendly service and accurately processing a range of transactions in person, on the phone, or at the drive-up.

The role requires at least a high school diploma, 1 year of cash handling, and a customer-first mindset. Bilingual Spanish skills are preferred; a Teller Test and background check are part of the hiring process.

Qualifications

• Must have at least a high school diploma or equivalent.
• Minimum 1 year of cash handling experience.
• Spanish speaking preferred but not required.
• Successful completion of the Teller Test.
• Background check clearance required.

Responsibilities

• Provide prompt, friendly customer service in person, by phone, or drive-up.
• Accurately process a variety of customer transactions.
• Identify customer needs and refer to products or branch staff.
• Maintain security and accuracy of funds and information.

Skills

Customer service

Cash handling

Communication

Cross-selling

Teamwork

Education

High school diploma or equivalent

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

30+ days ago Requisition ID: 1058

Salary Range: $22.00 To $25.30 Hourly

Customer Service Representative - 30 Hours

Department: Retail Bank

Employment Status: Hourly, Non-Exempt

Supervises Others: No

Salary: $22.00 - $25.30 (commensurate with experience & qualifications)

F & M Bank’s Tellers/Customer Service Representatives (“CSR”) are responsible for providing prompt, friendly customer service and accurately processing a variety of customer transactions. They are expected to consistently provide an exceptional customer experience when interacting with customers either in person, on the telephone, at the drive-up, or when interacting with other internal Bank departments and staff.

• Tellers/Customer Service Representatives are the “face” of the Bank to our customers and as such, are expected to consistently present a professional image and communicate effectively
• CSR’s proactively identify a customer’s financial needs, promote appropriate products and services by cross-selling or making referrals to other branch staff
• CSR’s take care to ensure the safety and soundness of our customer’s funds and financial information by following security and internal controls requirements in their job duties at all times
• CSR’s efficiently and accurately process customer transactions

Who are we looking for?

• A service “champion” who models exceptional customer relations and implements effective ways to deliver personalized service based on individual customer needs
• Self-starter who demonstrates effective lobby management practices and who performs transactions both accurately and efficiently
• A top-notch, personable communicator who listens for customer cues while processing transactions and proactively resolves problems with finesse
• An individual devoted to operational excellence, adhering to high ethical standards and who contributes to the branch’s promotional campaign goals
• A team-player who shares ideas and information to streamline operations

Also required:

• Successful completion of a credit history check is a condition of employment
• Minimum of a high school diploma or equivalent
• Spanish Speaking preferred but nor required
• Minimum of 1 year of recent cash handling experience
• Satisfactory completion of the Teller Test