Customer Service Representative, Oakridge branch
Bank of the West - San Jose, CA

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Position Summary

The Oakridge branch is open Monday - Saturday.

Provides high quality customer service by meeting the needs of customers in an efficient and friendly manner. Identifies sales and cross-selling opportunities. Performs routine office and clerical duties. Maintains operational quality and standards. Acts as the customers' first "point-of-contact" with the Bank.

Position Accountabilities

1. Ensures positive public perceptions of the Bank by extending a courteous greeting and welcome to customers and visitors. Provides accurate and timely customer service.

2. Supports the Bank’s sales objectives and campaigns by cross-selling basic products, or by referring customers to other Bank employees responsible for closing sales.

3. Adheres to Bank’s security and audit procedures.

4. Protects the Bank's financial interests by controlling and balancing the assigned cash drawer and negotiable items received/disbursed. Maintains acceptable balancing record per established standards.

5. Processes customer transactions efficiently and accurately. Follow policies/procedures to minimize losses.

6. Answers telephone inquiries. Directs questions to appropriate Branch personnel. Responds to customer mail inquiries. Researches/resolves customer problems.

7. Performs routine office and clerical duties (i.e., filing signature cards; preparing bank bag for pickup; night deposit, ATM custodian, etc.).

8. Performs other duties as assigned.

Job Specifications

Req Education or Equivalent Experience
• High School or equivalent combination of training and experience
Required Experience
0 – 1 year teller or cash handling experience
Field of Experience
Basic knowledge of bank products and services
• Able to perform basic branch transactions and processes using branch systems
Representative Duties
Process Customer/ATM/Night Drop Deposits
• Cash Checks/Savings Withdrawals
• Process Consumer Loan Payments
• Process Credit Card Cash Advances
• Process TT & L Payments
• Sell Travelers Cheques, Money Orders, Cashiers Checks
• Sell and Redeem Savings Bonds
• Place Stop Payments, Special Instructions, and Deposit Holds
• CTR/MIL Completion
• Complete Wire Transfer Form
• Safe Deposit Entrance Procedures
• Filing (Signature Cards/Reports)
• Prepare Bank Work Bag for Pick Up
• Product Knowledge
• Referral Tracking System (RTS)
• IS View
• E-Vision
Administrative/Technical Skills
Customer service skills
• Answers telephone and screens calls
• Balance figures
• Calculator
• Filing and typing documents
• Operate a ten-key adding machine
• Perform math and analysis
• Photocopier
• Research information
• Use fax machine
• Detail orientation
• Computer terminal
Level Supervised
• No supervisory responsibility
Physical Requirements
• Sedentary Work: lifting a maximum of 10 pounds, frequent standing/walking
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

Bank of the West - 17 months ago - save job - block
About this company
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What is now Bank of the West has expanded over 130 years from the California frontier to its current position. The bank now serves nearly 4...