Branch Services Representative I

3 weeks ago

Encinitas, United States C3bank Full time

JOB SUMMARY:

Under direction of the Branch Manager, the Branch Services Representative I (BSR I) will be responsible for a variety of operational functions. The BSR I will have a thorough understanding of the products and services offered to both business and consumer customers.  The BSR I will have the knowledge to perform routine and non-complex tasks independently with general guidance from the Branch Manager (or Assistant Manager, as applicable).



DUTIES AND RESPONSIBILITIES:

Represents the front line of the bank and expands customer relationships by providing prompt and exceptional service to both internal and external customers.


Independently responds to and assists customers with basic inquiries and requests.


Processes all teller transactions and successfully maintains a cash drawer within branch guidelines.


Understands when to escalate complex customer issues.

 

Understands and adheres to all Bank policies and procedures.


Complies with all security procedures and participates in dual control functions, as required.


Demonstrates a thorough understanding of Bank products and services.


Understands and adheres to branch compliance requirements and conforms to Regulatory and State Banking Regulations.


Maintains high level of confidentiality with customer and Bank information.


Completes all required training as assigned.



EDUCATION, SKILLS, AND EXPERIENCE REQUIREMENTS:

An individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the minimum knowledge, skill, and/or ability required.


  • Minimum of 1+ years of bank branch experience.
  • High school diploma or equivalent required.
  • Excellent time management, prioritizing and multi-tasking
  • Very good written & verbal communication skills.
  • Interpersonal skills and team focused
  • Organized, detail oriented and focused on priorities and efficiency
  • Knowledge of, adherence to the Bank Secrecy Act and Anti-Money Laundering rules and regulations, observing economic sanctions by prohibiting transactions as specified by the Office of Foreign Asset Control (OFAC), following the bank’s customer identification program (CIP) rules, observing all Bank policies and procedures relating to BSA, OFAC, CIP, and related acts, and participation in ongoing related training.



PHYSICAL DEMANDS:

The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


This position involves walking, talking, hearing, writing, using hands to handle, feel or operate objects, tools or controls, and reaching with hands and arms and required to sit for long periods. Vision required to read documents, reports, computer screens and include close vision and the ability to adjust focus.


The individual in this position may be required to push, pull, lift and/or carry up to 25 pounds.


The noise level in the work environment is usually moderately quiet.


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