[Close] 

Client Service Representative

DUTIES & RESPONSIBILITIES:
  • Provide an extraordinary Client experience to Clients of American River Bank promoting professionalism, confidentiality and the desire to assist.
  • Actively promote American River Bank and develop Client relationships through maintaining your knowledge of the Bank's products and services.
  • Receive checks and cash for deposit to saving and checking accounts within specified limits; examine checks for proper endorsement and negotiability for compliance with Bank Hold Policy and receipt of transactions.
  • Cash checks and pay money from savings and checking accounts in accordance with Bank Policy.
  • Accept loan payments, cash advances, incoming/outgoing wire transfers, loan advances/paydowns, stop payments, telephone transfers and credit ratings.
  • Sell Cashier Checks.
  • Respond to Clients' bookkeeping and account inquiries, providing accurate and timely information.
  • May act as a member of a dual control team in processing mail, ATM, night drop and courier bags.
  • Maintain Bank Standards for Cash Controls by: balancing a cash drawer while maintaining assigned cash limits, safeguarding cash, teller stamps and terminal password.
  • Adhere to applicable regulations and policies including but not limited to: Bank Secrecy Act (BSA) and Anti-Money Laundering requirements, Privacy and protecting Client Information; Reg CC (UCF Holds); Reg E; Reg DD and USA Patriot Act. .
  • Daily, track referrals and recommendations using Connections.
  • Assist with any associated task as requested, needed or assigned.
REQUIRED SKILLS:
  • Excellent client service skills, with ability to communicate tactfully and listen attentively to Clients.
  • Strong sales and cross sales interests and abilities with a persuasive, "sellingā verbal communication style.
  • Strong written communication skills with fine attention to detail.
  • Ability to lift and transport bags or containers of coin and currency.
  • Ability to count and handle large quantities of coin and/or currency for the purpose of verification as it relates to Client and bank transactions.
  • Moderate use of various office equipment, including, but not limited to: 10-key, adding machine, MICR encoder, FAX, microfilmer, photocopier and Micro-film/fiche viewer for research and retrieval.
  • Standard PC skills such as: Word, Excel, Outlook, and other standard software applications.
  • Understanding of Bank Regulations, including, but not limited to, BSA, Reg D, Reg DD, Reg CC, Reg B, etc.
  • Ability to adapt to change.
  • Heavy telephone usage.
The above description is not all-inclusive and American River Bank may change or modify this or any position as may be necessary.


Don't Be Fooled

The fraudster will send a check to the victim who has accepted a job. The check can be for multiple reasons such as signing bonus, supplies, etc. The victim will be instructed to deposit the check and use the money for any of these reasons and then instructed to send the remaining funds to the fraudster. The check will bounce and the victim is left responsible.

More Jobs

Client Service Specialist - UHNW Family Office...
San Francisco, CA Robert Half
Intern/Trainee I (CLIENT YOUTH SERVICES ONLY)
Auburn, CA PRIDE Industries
Funeral Services Assistant
Chino, CA SCI Shared Resources, LLC
Funeral Services Assistant
Los Angeles, CA SCI Shared Resources, LLC
Program Services Clinical Coordinator
Alhambra, CA The MENTOR Network
Supervising Licensed Clinical Psychiatric Soci...
San Leandro, CA Alameda Health System