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Customer Service Representative

1 month ago

Ontario, California, United States Park National Bank Full time
Job Summary

We are seeking a highly skilled and customer-focused Cash Handling Specialist to join our team at Park National Bank in Ontario. As a key member of our branch team, you will be responsible for providing exceptional customer service, processing transactions accurately and efficiently, and maintaining a professional reputation for the bank.

Responsibilities

* Serve customers, prospective customers, and bank associates promptly and professionally, adhering to Park Promises and Serving More standards.
* Complete transaction processing in a timely and accurate manner, in accordance with bank procedures.
* Project the bank's professional reputation through knowledgeable, courteous interactions with customers and prompt resolution of requests, inquiries, or issues.
* Refer loan and deposit customers or prospects to subject matter experts, ensuring seamless customer experiences.
* Complete ongoing product knowledge, digital product knowledge, financial services, and sales-oriented training to sustain a broad base of product, service, and sales knowledge.
* Utilize product knowledge to assist customers and suggest products and services that meet their needs, driving sales and customer satisfaction.
* Protect bank assets by adhering to all processes, policies, and standard operating procedures related to branch and cash security, negotiable instruments, information security, and Federal, State, or Local regulations impacting teller activity and branch operations.
* Complete periodic in-branch communication and promotion activities specific to the office, if applicable.
* Communicate recommendations for improved workflow and service to customers, ensuring continuous improvement.
* Maintain awareness of and adherence to Bank's compliance requirements and risk management concepts, expectations, policies, and procedures, applying them to daily tasks.
* Deliver a consistent, high level of service within our Serving More standards.

Competencies

* Interpersonal/Customer Service Skills
* Written and Verbal Communication
* Ability to understand and follow directions
* Adaptable to change
* Basic Computer Skills
* Organizational Skills/Detail Oriented
* Able to Multi-Task or Juggle Priorities
* Ability to work as part of a team
* Active listening skills with an ability to proactively identify and recommend products and services
* Ability to work independently and handle basic customer issues

Requirements

* High School Diploma or Equivalent required
* 0-2 years prior cash handling, sales, or customer service experience preferred

Physical Requirements

This position requires the ability to remain in a stationary standing position for a minimum of 75% of the time, constantly operate a computer, and be in constant verbal communication with customers and coworkers to discuss and observe account information in order to exchange accurate information. The ability to bend and lift up to 25 pounds on a daily basis, raise arms up to 90 degrees, and have dexterity in hands to find count currency is also required.

Schedule

This position operates on a part-time, hourly schedule, requiring less than 30 hours per week. The average number of Saturday shifts per month is 2-3, with operating hours from Monday through Friday 8:30am - 7:00pm (lobby 6:00pm) and Saturday 8:00am - 3:00pm.