Banking Operations Coordinator

4 days ago


Petaluma, California, United States Summit State Full time
About the Role:
As a Customer Service Representative I-III at Summit State Bank, you will play a critical role in ensuring the success of our banking operations. You will work closely with our banking operations team to provide exceptional customer service and ensure the smooth operation of our deposit accounts. Your attention to detail and ability to multitask will make you an asset to our team.

Key Responsibilities:
  • Manage daily banking transactions, including deposits, withdrawals, and other financial activities.
  • Process new account openings and maintenance, including preparing and maintaining documentation.
  • Analyze customer relationships and recommend products and services to improve their financial well-being.
  • Collaborate with colleagues to achieve business objectives and provide excellent customer service.
  • Stay up-to-date with banking regulations and ensure compliance with all related requirements.

Requirements:
  • Intermediate level of banking knowledge and experience with new account management.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Strong analytical and problem-solving skills.
  • Attention to detail and ability to multitask.

Benefits:
Summit State Bank offers a comprehensive benefits package, including medical, dental, vision, and life insurance, as well as a 401(k) plan with employer matching contributions.

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