Customer Service Officer

Five Star BankSacramento, CA
7dOnsite

About The Position

As a Customer Service Officer, you will support daily branch operations while delivering an exceptional client experience. Your responsibilities will include processing deposits and withdrawals, managing cash transactions, and assisting customers with their banking needs. You will play a key role in enhancing customer satisfaction and maintaining the integrity of our banking operations.

Requirements

  • At least 1+ year of banking experience
  • At least 2 years of customer service experience
  • 6 months of cash handling experience
  • High School Diploma or GED
  • Customer/Client Focus
  • Personal Effectiveness/Credibility
  • Problem Solving/Analysis
  • Teamwork Orientation
  • Initiative
  • Stress management/Composure
  • Organizational Skills
  • Technical Capacity

Responsibilities

  • Process deposits, withdrawals, and all account transactions
  • Open new accounts and perform account maintenance
  • Complete daily tasks in a timely matter
  • Resolve issues by examining relevant documents and records
  • Approve transactions within delegated limits and report suspicious activities to the AML Officer
  • Assist operations staff and management with development and implementation of new policies and procedures
  • Handle courier/mail/ATM and night drop deposits
  • Process telephone/fax transfers, wire transfers, and loan payments
  • Balance teller cash drawer daily and Branch Cash Recap
  • Reconcile Ban control accounts daily
  • Complete research requests for customers
  • Comply with all Anti-Money Laundering Laws and Regulations
  • Complete file maintenances and changes of addresses, and order checks and deposit slips
  • Provide branch coverage as needed for vacations, leaves or in any event that would cause an office to have less than the minimum number of people required to operate for the day
  • Verify and maintain GL and Ban Control balances
  • Complete daily NSF/Non-Post Items and reports
  • Order cash for the branch & manages shipments
  • Approve deposits, cash limits, and outgoing wires
  • Place Reg CC holds and prepare documents
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