Customer Service/Teller

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Located in San Ramon, CA

Salary: $24.00

Our Client in Oakland is hiring for a Customer Service Representative/Teller

Responsibilities include:

delivering extraordinary customer service and helping customers reach their financial goals by cross-selling bank products and referring customers to the Branch Manager or Senior Relationship Banker.

Being the main point of contact for customers and prospects visiting the branch and need to provide a high level of service by responding to customer inquiries, processing transactions, resolving issues, or referring them to the appropriate branch employee for assistance fulfilling a service request, new product or service.


 ESSENTIAL DUTIES

  • Assist customers with consumer and commercial transactions, requests, and inquiries
  • Maintain a cash drawer within the assigned cash limits and meet cash balancing requirements
  • Process transactions efficiently and securely while adhering to bank policies consisting of cash handling procedures, operational and compliance procedures, and Customer Identification procedures.
  • Engage customers in conversations, listen to identify then recommend appropriate bank products and services to best meet customers' needs
  • Introduce your customers to the Branch Manager or Senior Relationship Banker
  • Train customers on the digital, online, and ATM options that make banking easier
  • Participate in sales promotions and meet monthly sales goals
  • Be a Continuous Learner.  Participate in training programs that expand job knowledge
  • Perform back-up duties such as remote branch capture when necessary
  • May open new safe deposit boxes for customers and/or assist customers gain access to their existing safe deposit box adhering to all safe box procedures (applies to branches with safe deposit boxes)
  • When necessary, advise customer when holds are placed and availability of funds
  • Assist customers in ordering checks, endorsement stamps, and other accessories requested by customers
  • Assist Branch Operations Manager (BOM) in ordering, receiving, verifying, and distributing cash
  • Assist BOM or other branch employee to compile ATM deposits, night deposits, and mail-in deposits
  • Promotes the Bank’s products and services, consistently cross-selling products at every opportunity
  • Answers and direct calls as needed
  • May assists in branch administrative tasks such as helping the BOM prepare copies to train new procedures
  • May assist the loan servicing department as needed

This position is Monday-Friday 8:30-5

Express Office: San Ramon
2303 Camino Ramon
Suite 204
San Ramon, CA 94583
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