Our Customer Service Representative II is responsible for opening and closing customer accounts, exploring customer needs and cross-selling bank services that are in the best interest of the customer. This position will also provide a variety of teller services such as handling deposits, withdrawals, and maintaining accounts, as well as processing automatic transfers, updating records and balancing.
ESSENTIAL FUNCTIONS :
Teller Activities - Performs daily teller services such as processing deposits, withdrawals, holds, loan payments, traveler's checks purchases, stop payments, telephone transfers, direct deposits, cash advances, sight drafts, verifications of deposit, ATM card requests, wire transfers and other related matters. Balances cash drawer independently, maintains cash over and short record within HomeStreet's compliance policy. May perform project responsibilities such as processing and balancing ATM, balancing traveler's checks, daily branch balancing, Customer Information Systems input, branch supply orders and monthly branch report generation.
New Accounts/Sales Activities - Opens and closes customer accounts including checking, savings, money markets, certificates of deposit and IRAs. Where appropriate, actively takes advantage of all sales opportunities, cross-selling bank products and services to new and existing customers and ensuring recommended products meet needs of customer. Makes referrals to other business units for non-banking products and participates in sales programs to generate new customers.
Service Activities - Consistently demonstrates proficiency in providing exceptional customer service. Actively listens to our customers by communicating the customer's value thereby maintaining a friendly, positive and professional attitude. Resolves difficult situations by hearing the customer, easing tension, acting to improve the situation and leaving a positive impression. Participates in two community events per year.
Minimum of two (2) years of cash handling and customer service experience, including one year as a bank teller.
Demonstrated experience in opening new deposit accounts with proven success in cross-selling banking services and products.
Strong customer relations skills and an ability to communicate and work well with employees and customers in a cooperative, positive manner.
Excellent written and oral communication skills required.
Working knowledge of Word, Excel and teller/bank software preferred.
Must be a self starter, dependable and able to work within deadlines under pressure.
Must possess good judgment, and the ability to accept personal responsibility and handle confidential information.
English/Spanish bi-lingual skills a plus!
High school diploma or equivalent required.
Schedule flexibility is required. May occasionally be asked to work 40 hours per week as a back-up.
HomeStreet Bank is an Equal Opportunity Employer
HomeStreet Bank - 22 months ago