Customer Service Representative

Beneficial State Bank • Los Angeles, CA

9h • Onsite

About The Position

Customer Service Representatives (CSR's) are responsible for delivering extraordinary customer service and helping customers reach their financial goals by cross-selling bank products and referring customers to the Branch Manager or Senior Relationship Banker.
A CSR is the main point of contact for customers and prospects visiting the branch and need to provide a high level of service by responding to customer inquiries, processing transactions, resolving issues, or referring them to the appropriate branch employee for assistance fulfilling a service request, new product or service.
This position is a unionized position through the Communication Workers of America

Requirements

• Excellent customer service skills
• Strong organization & time management skills
• Team-oriented, approachable and work well with others
• Possess strong oral and written communication skills
• Strong math and problem-solving skills
• Proficient in use of Microsoft Office applications.
• High School diploma or equivalent work-related experience

Nice To Haves

• A year of experience or commensurate training in retail activities, including sales and cash handling

Responsibilities

• Assist customers with consumer and commercial transactions, requests, and inquiries
• Maintain a cash drawer within the assigned cash limits and meet cash balancing requirements
• Process transactions efficiently and _securely while adhering to bank policies consisting of cash handling procedures, operational and compliance procedures, and Custom.er Identification procedures.
• Engage customers in conversations, listen to identify then recommend appropriate bank products and services to best meet customers' needs
• Introduce your customers to the Branch Manager or Senior Relationship Banker
• Train customers on the digital, on line, and ATM options that make banking easier
• Participate in sales promotions and meet monthly sales goals
• Be a Continuous Learner. Participate in training programs that expand job knowledge
• Perform back-up duties such as remote branch capture when necessary
• May open new safe deposit boxes for customers and/or assist customers gain access to their existing safe deposit box adhering to all safe box procedures (applies to branches with safe deposit boxes)
• When necessary, advise customer when holds are placed and availability of funds
• Assist customers in ordering checks, endorsement stamps, and other accessories requested by customers
• Assist Branch Operations Manager (BOM) in ordering, receiving, verifying, and distributing cash
• Assist BOM or other branch employee to compile ATM deposits, night deposits, and mail-in deposits
• Promotes the Bank's products and services, consistently cross-selling products at every opportunity
• Answers and directs calls as needed
• May assist in branch administrative tasks such as helping the BOM prepare copies to train new procedures.
• May assist the loan servicing department as needed.
• Displays and supports the Bank’s mission, vision, values, goals and culture at all times through one’s personal behavior, actions and decision making.
• Manage individual risk related to credit, operational, reputational, regulatory and legal aspects of interactions and transactions done personally
• Ensures compliance with all state and federal regulations and internal company policies, including but not limited to BSA/Anti-Money Laundering, Fair Lending, Privacy, and Anti-Discrimination, to the extent each applies to current job responsibilities.
• Completes all online compliance training as assigned within specified due dates
• The position performs duties specific to the position and other functions as assigned.

Benefits

• Medical / Dental / Vision / Basic Life / STD / LTD
• Vacation Days: 2-4 weeks depending on role
• Sick Days: 12 days per year
• Holidays: 11 days per year
• 401(K) / ROTH / FSA / HSA / EAP
• Education and Adoption Assistance
• Bank-Wide Annual Discretionary Bonus Program
• Production-based incentive program available for some roles.
• Paid Volunteer Time: 4 days per year / annual match of qualifying employee donations
• Paid Sabbatical Program after 5 years of service
• Pet Benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED