Client Services Associate

2 weeks ago


Arcadia, California, United States American Plus Bank Full time
Job Overview

POSITION SUMMARY

In this role, you will operate under guidance and adhere to established protocols and branch practices to deliver exceptional customer service support, encompassing the following responsibilities:

KEY RESPONSIBILITIES

  • Process deposits and withdrawals, cash checks, manage loan payments, and facilitate outgoing wire transfers; handle mail and night drop deposits.
  • Ensure cash drawer is balanced accurately.
  • Issue cashier's checks as required.
  • Authenticate signatures and process transactions accordingly.
  • Address customer inquiries and direct them to the appropriate department for additional banking services.
  • Organize miscellaneous items and distribute daily reports effectively.
  • Promote and cross-sell the bank's services and products to enhance customer engagement.
  • Adhere to the Bank's BSA policy diligently.
  • Perform additional duties as assigned by the supervisor.

REQUIREMENTS

Education: A high school diploma or equivalent is required; some college coursework in business is advantageous.

Experience: Previous banking experience is preferred. Skills in cash handling, customer service, and general office tasks are beneficial.

Skills/Abilities: Proficient in computer usage, typing, and ten-key operations. Strong mathematical skills, attention to detail, excellent communication abilities, and the capacity to work collaboratively in a team setting are essential. Bilingual proficiency (English/Mandarin or Cantonese) is a plus.

No relocation assistance is available; only local candidates will be considered. We are an Equal Opportunity Employer.

About American Plus Bank

American Plus Bank is a community-focused, independent financial institution based in Arcadia, California. We are dedicated to providing tailored financial solutions to individuals and businesses in the San Gabriel Valley and surrounding areas of Los Angeles County.



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