Banking Operations Specialist
7 days ago
Job Summary:
We are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Bank of the San Juans. As a key member of our banking operations team, you will be responsible for providing exceptional customer service, processing transactions, and promoting bank products and services.
Key Responsibilities:
- Provide excellent customer service to bank customers, responding to their inquiries and resolving issues in a timely and professional manner.
- Process transactions, including deposits, withdrawals, and loan payments, while maintaining accurate records and adhering to bank policies and procedures.
- Promote bank products and services to customers, identifying opportunities to cross-sell and upsell.
- Assist customers with opening and maintaining deposit and savings accounts, safe deposit boxes, and e-banking products.
- Prepare and process loan documents, including credit applications and loan agreements.
- Maintain accurate and up-to-date records of customer transactions and account information.
- Stay current with bank policies, procedures, and regulatory requirements, ensuring compliance with all applicable laws and regulations.
Requirements:
- High school diploma or equivalent required.
- Minimum of 6 months prior customer service and cash handling experience.
- Proficiency in computer applications, including Microsoft Office and banking software.
- Excellent communication and interpersonal skills, with the ability to work effectively with customers and colleagues.
- Ability to work in a fast-paced environment, with a high level of accuracy and attention to detail.
What We Offer:
- Competitive salary and benefits package, including medical, dental, and vision insurance.
- 401(k) retirement savings plan and health savings account option.
- Employee Assistance Program (EAP) and health rewards program.
- Discounts on banking products and services.
- Paid Time Off (PTO) and holidays.
Equal Opportunity Employer:
Bank of the San Juans is an equal opportunity employer, committed to diversity and inclusion in the workplace. We welcome applications from qualified candidates of all backgrounds and perspectives.
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