Customer Service Representative II, Retail Banking

2 months ago

Bainbridge Island, United States HomeStreet Full time
Salary Range:
$18.61 - $25.10
(Depending on knowledge, skills, abilities and location. Certain level jobs may be eligible for bonus, commission, and/or equity awards.)

Posting Date:
July 15, 2024
This job will be open and accepting applications for a minimum of three days from the date it was posted.

Benefits* worth writing home about:
  • Medical, dental, and vision coverage for employees and their families
  • Life, disability and family Leave
  • 401(k) and Roth 401(k) with employer match
  • Wellness program, employee assistance program, "Commute Trip Reduction" (CTR) and various employee discounts
  • Generous vacation, sick leave, 11 paid holidays, and 16 hours of paid leave every year for community service work
  • Free employee checking account and employee home loan discounts
*For eligible employees averaging 20 or more hours per week.

EO/AA Employer including Vets and Disabled.

Qualified applicants with arrest and conviction records will be considered in accordance with legal requirements.

If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy.

Job Description Summary:
POSITION SUMMARY: This position is responsible for acquisition, retention and expansion of new and existing customer relationships. The CSR II provides exceptional customer service by taking ownership of the customer experience from introducing the customer to HomeStreet Bank through profiling the customer, assessing their banking and borrowing needs, and recommending appropriate products based on a thorough knowledge of HomeStreet products and services. Provide a variety of teller services such as handling deposits, withdrawals, and maintaining accounts. Perform processing tasks such as making automatic transfers, updating records and balancing. At all times, provide superior customer service.

Job Details:

ESSENTIAL FUNCTIONS:

New Accounts/Sales Activities
  • Effectively interviews and profiles new and existing customers in order to recommend appropriate banking products and services.
  • Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience.
  • Opens and closes customer accounts including checking, savings, money markets, certificates of deposit, and IRAs.
  • Where appropriate, actively takes advantage of all sales opportunities, cross-selling bank products and services to new and existing customers, ensuring recommended products meet needs of customer. Makes referrals to other business units for non-banking products.
  • Participates in sales programs to generate new customers.
  • Must sell financial products and services to meet referral goals and performance evaluation/personal goals.
  • Maintains thorough knowledge of bank products and services.
Service Activities
  • Actively listens to customers, and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact and diplomacy.
  • Supports branch lobby management.
  • Consistently demonstrates proficiency in providing exceptional customer service utilizing the STAR (Seamless, Trustworthy, Attentive, and Resourceful) qualities either in person or on the telephone.
  • Looks for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectation that makes them feel special.
  • Participates in two community events per year.
Teller Activities
  • Performs daily teller services such as processing deposits, withdrawals, holds, loan payments, stop payments, telephone transfers, direct deposits, cash advances, verifications of deposit, Debit card requests, wire transfers and other related matters.
  • Balances cash drawer independently, maintains cash over and short record within HomeStreet's compliance policy.
  • May be assigned the control of the vault cash. Follows guidelines to maintain limits, meet cash shipment requirements, and balance daily.
  • Effectively perform project responsibilities as assigned such as processing and balancing ATM, daily branch balancing, Customer Information System input, branch supply orders, and monthly branch report generation.
  • Effectively assist other CSRs in the completion of work assignments and balancing.
Operational Activities
  • Participates in branch audit functions.
  • Follows HomeStreet's policies and procedures and meet regulatory requirements.
  • Performs all other duties as required.


QUALIFICATIONS:

Minimum of 2 years cash handling and customer service experience. Banking experience preferred.

Some experience in opening new deposit accounts preferred.

Demonstrated success in cross-selling banking services and products.

Strong customer relations skills and ability to communicate and work well with employees and customers in a cooperative, positive manner.

Excellent written and oral communication skills are required.

PC experience required. Word, Excel and teller/bank software preferred.

Must be a self-starter, dependable, able to work within deadlines under pressure.

Must possess good judgment, and the ability to accept responsibility and handle confidential information.

Ability to work quickly and accurately, to analyze information and make decisions.

Willingness to assume additional responsibilities/duties/projects as they arise.

High school diploma or equivalent.

Requires ability to operate teller and office equipment including computers, adding machines, telephones, typewriters, copy machines, fax machines, electronic credit card authorization terminals, and security devices.

Requires physical exertion of up to 10 pounds of force occasionally (1/3 of the time) and a negligible amount of force frequently (up to 2/3 of the time) to lift, carry, push, pull or otherwise move self or objects. Frequent (up to 2/3 of the time) sitting. Walking, standing, bending and reaching occasionally and for brief periods of time.

This Position Description may not be limited to the Functions and Requirements as outlined, now or in the future. For example, changes in corporate needs, position demands, or individual performance may result in changes to the Functions or Requirements of this position.

Area:
Customer Service (Sales)

  • Customer Service Representative III, Retail Banking

    3 days ago

    Bainbridge Island, United States HomeStreet Full time

    Salary Range: $20.14 - $28.17 (Depending on knowledge, skills, abilities and location. Certain level jobs may be eligible for bonus, commission, and/or equity awards.) Posting Date: September 5, 2024 This job will be open and accepting applications for a minimum of three days from the date it was posted. Benefits* worth writing home about: Medical, dental,...

  • Customer Service

    1 month ago

    Bainbridge, United States Waterway Carwash Full time

    Overview: Waterway is now hiring Customer Service - Representatives at our Pepper Pike location! As a Customer Service - Representative you provide outstanding service to our customers, ensuring that all their needs during a visit are identified and met. In turn, you get to be part of an outstanding work environment. We offer great job flexibility, a clear...

  • Customer Service

    2 months ago

    Bainbridge, United States Waterway Carwash Full time

    Overview: Waterway is now hiring Customer Service - Representatives at our Pepper Pike location! As a Customer Service - Representative you provide outstanding service to our customers, ensuring that all their needs during a visit are identified and met. In turn, you get to be part of an outstanding work environment. We offer great job flexibility, a clear...

  • Banking Customer Service Representative

    4 days ago

    Johnston, Rhode Island, United States Jobs for Humanity Full time

    About the RoleWe are seeking a highly skilled Consumer Banking Customer Service Specialist to provide exceptional customer service and support to our clients. This dynamic position requires strong communication and active listening skills, as well as the ability to multitask and manage time effectively.Key ResponsibilitiesAnswer and handle customer calls,...

  • Customer Service Representative

    1 day ago

    Treasure Island, United States Fifth Third Full time

    Transforming Banking ExperiencesWe're seeking a dedicated professional to join our team at Fifth Third Bank. As a Customer Service Representative, you'll play a vital role in delivering exceptional customer experiences and building long-lasting relationships.Key Responsibilities:Provide top-notch customer service in all interactions, ensuring a positive and...

  • Customer Service Representative II

    4 months ago

    Grand Island, United States Thermo Fisher Scientific Full time

    Work on-site in Customer Care to provide professional communication via phone and email to our customers and internal support teams. Provide accurate and timely assistance with order placement, customer inquiries, and routing customer calls and e-mai Customer Service Representative, Customer Service, Representative, Customer Care, Application, Manufacturing,...

  • Retail Sales Representative

    2 weeks ago

    Bainbridge, United States Petittigardencenter Full time

    Retail Sales Representative (Indoor and Outdoor - Part Time and Full Time)Job Category: Petitti RetailWe are seeking enthusiastic and customer-focused individuals to become part of our team as Retail Sales Representatives at our garden center. If you possess a love for horticulture and excel in delivering outstanding customer service, this opportunity is...

  • Full Time Customer Service Representative

    1 week ago

    Grand Island, United States Exchange Bank Full time

    Job DescriptionJob DescriptionThe Customer Service Representative (CSR) will perform branch and customer service duties. The successful candidate will be responsible for accepting retail, commercial checking and savings deposits, cashing checks and savings withdrawals, processing loan payments and assist with night depository and vault duties as assigned....

  • Customer Service Representative

    4 days ago

    Bainbridge, United States Wawa Full time

    We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Associate at Wawa. As a key member of our retail team, you will be responsible for providing an exceptional shopping experience for all customers.Key Responsibilities:Greet and Engage with Customers: Create a welcoming atmosphere and provide personalized...

  • Retail Banking Consultant

    2 weeks ago

    East Providence, Rhode Island, United States Jobs for Humanity Full time

    Job OverviewPosition: Retail Banking ConsultantThis role is a contractual position.Work Arrangement: HybridAbout the RoleAs a Retail Banking Consultant, you will be instrumental in improving customer banking interactions while enjoying flexible working hours and direct engagement with clients.Key ResponsibilitiesWelcome clients, confirm their identity, and...

  • Customer Service Representative

    2 days ago

    Staten Island, New York, United States Staples Full time

    **Job Summary**We are seeking a highly collaborative and inclusive Customer Service Representative to join our team at Staples Connect. As an Enrollment Agent, you will play a critical role in helping our customers navigate the TSA Precheck process while providing exceptional customer service in our retail stores.**Key Responsibilities:**Provide excellent...

  • Customer Service Representative

    2 weeks ago

    Sea Island, United States Sea Island Resort Full time

    Position Overview:As a vital member of our retail team, you will be responsible for welcoming and assisting customers in their selection and purchase of products. Your role is essential in providing valuable information to guests both in person and over the phone.Key Responsibilities:1. Engage with guests and members to facilitate their shopping...

  • Retail Sales Associate

    2 days ago

    Merritt Island, Florida, United States Wal-Mart Stores , Inc. Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Retail Sales Associate & Customer Service Representative to join our team at Wal-Mart Stores, Inc. As a key member of our front-end services team, you will play a vital role in providing exceptional customer service and ensuring a positive shopping experience for our customers.Key...

  • Customer Service Representative

    20 hours ago

    Staten Island, New York, United States MMC Group Full time

    **Job Summary**MMC Group is seeking a highly skilled and motivated Customer Service Representative to join our team. As a key member of our customer service team, you will be responsible for providing exceptional customer service to our clients.**Key Responsibilities:**Respond to customer inquiries and resolve issues in a timely and professional...

  • Customer Service Associate

    1 week ago

    Bainbridge Island, Washington, United States Ace Hardware Full time

    Join Our Team at Ace Hardware!We are currently seeking a dedicated and enthusiastic Customer Service Associate to enhance our retail operations. This is a permanent full-time role, and candidates must be at least 18 years old.About Us:Ace Hardware is an independently owned and operated store that emphasizes community engagement and outstanding customer...

  • Customer Service Representative

    2 days ago

    Grand Island, Nebraska, United States Exchange Bank Full time

    Job SummaryExchange Bank is seeking a highly skilled and customer-focused Customer Service Representative to join our team. As a key member of our banking team, you will be responsible for providing exceptional customer service, processing transactions, and maintaining accurate records.Key ResponsibilitiesCustomer Service: Assist customers with deposits,...

  • TSA Customer Service Representative

    3 months ago

    Staten Island, United States Staples Full time

    **TSA Customer Service Representative** **Function: Retail Locations** **Address: 1885 Hylan Blvd.** **City / State: Staten Island, NY US** **Date Posted: February 8, 2022** **Type: Full-time** **Permanent / Contract: Regular** **Job Number: 1200873** Staples Connect focuses on our customer and our community, while empowering you to learn, grow and deliver....

  • Customer Service Representative

    3 months ago

    Staten Island, United States MMC Group Full time

    **Job Details** **Call Center** Customer Service Representative Staten Island, Posted: 2/13/2022 Job Description Job ID#: 52459 Job Category: Call Center Positions Available: 47 **MMC Group is seeking to identify candidates that meet the following:** **Client Services Representative** **Start 5/19/22** **Location: Staten Island, NY** **PAY RATE: $16.50 per...

  • Customer Service Representative

    3 months ago

    Staten Island, United States PLS Financial Services Full time

    Overview : Successful Customer Service Representatives (CSR) are the primary point-of-contact with our customers. They are the “face" of PLS. As such, they are accountable for delivering superior customer service. They also sell company products and services. The CSR is accountable for maintaining company standards of quality and complying with all...

  • Customer Service Associate

    2 months ago

    Bainbridge Island, United States Walgreens Full time

    Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Customer Experience Engages customers and patients by greeting them and offering assistance with products and services. Resolves customer issues and answers...