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Member Service Representative/Teller
Location:
US-CA-Valencia
Jobcode:
vcxgni
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JOB SUMMARY
Provide AMAZING customer experience to all branch clients, assisting them with account servicing and transactional needs. Promote and cross-sell bank products and services, and provide support to other Branch and Department team members as needed to perform other duties and functions as assigned.

ESSENTIAL DUTIES AND RESPONSIBILITIES:
Promote bank products and services when possible, actively identifying opportunities to cross-sell.
Provide AMAZING customer experience to all branch clients.
Ensure customer problems and complaints are handled professionally and effectively, resolved at the branch level to the customers satisfaction.
Perform all transactions necessary to meet customer needs, including:
Client transaction processing
Debit card ordering and servicing
Online banking setup and servicing (as applicable)
Printed check orders
Branch cash ordering and shipping (as applicable)
Branch Certifications (as assigned)
Stop payments
Holds
Reg. E Claims
Safe Deposit Box opening, closing, and servicing (as assigned)
Demonstrate proficiency in compliance regulations to mitigate risk to the bank, including:
Bank Secrecy Act
Customer Information Program
Beneficial Ownership
Office of Foreign Asset Control
Trust Account documentation
Fiduciary Account documentation
Participate timely in ongoing training and receive satisfactory ratings on all regulatory compliance audits.
Adhere to reporting and recordkeeping requirements of the Bank Secrecy Act, Anti-Money Laundering laws, OFAC, and CIP rules and regulations.
Adhere to all policies and procedures related to regulatory compliance laws and regulations.
Handle complex or non-routine operational issues independently, recognizing when management support is required.
Ensure the office operates in a safe and effective manner.
Maintain reliable and regular attendance.
Perform other duties as assigned.
REQUIRED SKILLS AND ABILITIES:
Knowledge/Skills/Abilities

Proficient in Microsoft Office and other required programs.
Strong mathematical and analytical abilities.
Excellent oral and written communication skills.
Outstanding interpersonal skills.
Effective time management and organizational skills.
Attention to detail and follow-through.
Ability to interact with coworkers, follow established bank procedures, and accept constructive feedback.
Working knowledge of bank products and systems for cross-selling.
Thorough understanding of banking rules and regulations, especially BSA.
Ability to count cash accurately.
Education/ Licenses/ Work Experience

High school diploma or GED equivalent required.
Six months branch banking experience preferred.
Minimum six months cash handling experience required.

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