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Bank Service Representative

2 months ago

Washington, United States Oak View National Bank Full time
Job DescriptionJob DescriptionImagine Yourself at Oak View National Bank

At your community bank, we seek individuals who share our values of quality customer service and commitment to the community. We pride ourselves in employing diverse and dedicated banking professionals who want to provide the highest level of service to our customers.

We Offer:

  • Competitive compensation and benefits package
  • Opportunities to grow and advance
  • People-friendly work culture
  • Diverse and collaborative team environment
  • Community-focused mission and values

Job Summary:

This job involves a wide range of duties related to deposit accounts. It includes processing teller transactions; opening, maintaining, and closing accounts; responding to inquiries; managing cash handling equipment; and completing/reviewing certain system entries, reports, and control procedures. It requires full compliance with regulations, policies, and procedures, and adherence to Bank Secrecy Act reporting requirements. Duties include Branch Manager back-up for defined levels of lobby supervision.

Essential BSR Functions:

  • Serves as back-up supervisor in the absence of the Branch Manager, seeking assistance from other officers on duty for situations exceeding authority levels.
  • Opens new checking, savings, club, IRA, and CD accounts; closes accounts; and handles other online transactions for deposit applications.
  • Performs data entry for new accounts and account maintenance.
  • Handles inquiries from customers and personnel from other departments, by telephone and in person.
  • Assists in processing overdrafts and returned items.
  • Processes stop-payment orders and acknowledgements, notifying other departments and applying charges.
  • Handles customer access to safe deposit boxes.
  • Rents and closes safe deposit boxes as necessary.
  • Processes rejects and exception reports.
  • Assists in training new tellers and supporting co-workers’ issues that arise.
  • Enters wire transfers on CBB system.
  • Enters cash orders on CBB system.
  • Has defined over-ride authority for tellers’ transactions.
  • Has defined level of cashier’s check signing authority.
  • Reviews daily maintenance logs and reports such as AML, debit card maintenance, and branch balancing.
  • Has AML manager access to log cashier’s checks.
  • Phones customers regarding CD renewals, dormant accounts, and suspicious debit card activity.
  • Accesses balancing reports and balances any outages.
  • Assists with branch audits as they occur.
  • Performs notary services for customers as a licensed Notary Public.
  • Cross-sells additional bank services appropriate to customer needs.
  • Assists with other bank operations as needed, and performs other duties as may from time to time be required by the Branch Manager or Assistant Branch Manager.

Essential Teller Functions:

  • Serves customers at a desk, processing a variety of transactions using judgment within defined limits regarding validity of transactions presented. Refers questionable transactions to the Branch Manager or Assistant Branch Manager..
  • Receives commercial and individual checking deposits, verifies cash and endorsements, and issues receipts.
  • Accepts checks for cashing and paying, verifies endorsement, validity, and funds, and makes change. Refers to Branch Manager on large or unusual transactions.
  • Receives savings and club deposits; pays withdrawals after verifying balance and signatures.
  • Receives mortgage, installment loan, or any other payments, checking the date due and assessing late charges when applicable. Refers to Loan Processor as needed.
  • Sells cashier’s checks.
  • Redeems U.S. Savings Bonds.
  • Complies with provisions of the Bank Secrecy Act. Completes Currency Transaction Report on large cash transactions, and reports same to the Branch Manager. Maintains log on all cash transactions of $3,000 or more.
  • Greets and assists or refers customers, in person or by phone, with any requested services, problems or concerns, in an efficient and courteous manner.
  • Under dual control, verifies and replenishes funds in the cash-handling machine at specified intervals or as needed.
  • Under dual control, lists night drop deposits daily and processes all transactions.
  • Cross-sells bank services appropriate to customer needs.
  • Assists new tellers in training, and co-workers having difficulties during the business day.
  • Performs any other duties that may be assigned by the Branch Manager or Assistant Branch Manager.

Job Requirements:

  • Generally requires three or more years of experience in all functions of a Bank Service Representative.
  • High school diploma or equivalent, plus some business, accounting, and/or cash-handling experience.
  • Honesty, integrity, and ability to meet and deal with the public in sales and problem- solving situations with superior customer service skills.
  • Effective keyboard, computer, and calculator skills.
  • Good filing procedures and proficiency at balancing accounts/transactions and handling money.

Physical/Mental Requirements:

· May be required to lift/carry up to 25 pounds of coin, computer paper, etc.

  • May be required to stand, or sit, for extended periods of time.
  • Must have visual acuity for continuous review of documents, currency, cash items, computer screen, reports, etc.
  • Must have manual dexterity for keyboarding, calculating, and cash handling.
  • Must remain calm and pleasant in all contact with customers and co-workers, in person or by phone.
  • Must be able to concentrate and pay attention to detail for extended periods of time.
  • Must possess good mathematical reasoning.


Oak View National Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected federal, state or local laws.

If you require reasonable accommodation in completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the recruiting process, please direct your inquiries to hr@oakviewbank.com.


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