Customer Service Representative

POSITION SUMMARY:

Primary Function of this role is to provide superior customer service when interacting with the customers of the Bank while processing customer transactions, which include but not limited to processing of deposits and withdrawals, check cashing, mail/phone transactions, fund transfers and wires, and cashier’s check selling; verify appropriateness of customers’ documents, and support file maintenance. In addition to facilitate with account opening/maintenance/renewal/closing process as a backup for account service function.

ESSENTIAL FUNCTIONS:

Customer Service (50%)

• Process daily cash/non-cash transactions activities and daily cash balancing. Accept and process loan payment, federal tax deposit, and all deposits and payments presented by customers, mails, and courier services.
• Provide superior customer service in all functions and departments related to customer transactions and account services.
• Accept and input stop payments and hold on funds upon requests.
• Process wire transfers (daily wire log, wire agreements, wire request sheet, etc.)

Operations (30%)

• Perform daily branch cash recap, vault register, daily operational working supply verification, check registration log and verification of large incoming clearing items. Backup and process the dual custody of ATM balancing, night deposit, Bank by mail, carrier process, and other assigned process.

Account Maintenance (20%)

• Facilitate with account opening/maintenance/renewal/closing process, which includes account opening/renewal/redemption/closing, request of Debit/ATM card activation and address change, and other required account maintenance for backup Account Service function.

OTHER RESPONSIBILITIES:

• Make customer referrals (especially Affluent customers) and cross-sell of Bank products to support the branch to achieve financial goals.
• Successfully complete all mandatory training on related Bank’s and BSA compliance as well as other laws and regulations as assigned and in a timely manner.
• Perform other duties as assigned

EDUCATION, EXPERIENCE AND SKILLS REQUIRED:

• 1+ year of customer services experience in the branch banking industry or related environment.
• Knowledge of banking products and procedures including teller procedures and policies, audit procedures, and Bank’s laws and regulations
• Detail oriented and previous cash handling is preferred.
• Basic PC skills and be familiar with e-Commerce, e-Banking, and Branch Banking-related information technology
• High School diploma or equivalent with anticipation of continuing education towards degree
• Fluent in English and Chinese (mandarin preferred) is a major plus

PHYSICAL DEMANDS:

• Minimum mobility to work in an office setting; sit for prolonged period of times; operate office equipment including use of a computer keyboard; and reach with hands and arms. Employees are occasionally required to walk and stand and lift and move records and documents weighing 30 pounds or less

COMMUNICATION DEMANDS:

• Attention to detail, strong organizational, communication, interpersonal, self-motivated, and analytical skills, ability to interact with all levels of management and staff.

WORK ENVIRONMENT:

• Standard office environment. Noise level in work environment is usually average. Hear in the normal audio range with or without correction. Specific vision abilities required by this job include close vision and the ability to adjust focus. Occasional off site client meetings and site visits.

COMPENSATION

The base pay range for this position is USD $18/Hr. - USD $22/Hr plus full benefits. Exact offer will be determined based on job-related knowledge, skills, experience, and location

The Bank is an equal opportunity employer and does not discriminate against applicants on the basis of race, color, religion, age, sex, marital status, national origin, disability, veteran status, or other characteristic protected by any applicable law.