Careers

SUMMARY

Provides excellent customer service and meets referral goals. Performs personal and business customer transactions according to Bank standards for accuracy and efficiency.  

 

ESSENTIAL DUTIES

•      Ensure that the branch sales and service supports the overall bank objective to provide superior service.

•      Participates in branch sales and service programs to enhance the customer service experience.

•      Meet referral goals as assigned.

•      Create a professional and positive team environment in the branch by modeling appropriate behaviors.

•      Assist customers by using policy and procedure knowledge to handle routine to more complex transactions and expectations.

•      Process and audit branch transaction and processes, including vault/counting cash night drop, ATM procedures and certifications.

•      Process full range of routine to complex customer transactions (e.g., deposits withdrawals, traveler's checks, cashier checks, loan payments, savings bonds, change orders, etc.)

•      Resolve routine to complex customer service issues.

•      Perform Sales & Service Representative duties to assist with customer service.

•      Open, maintain and balance cash drawer on a daily basis.

•      Maintain proper documentation for customer transactions (e.g., Currency Transaction Report)

•      Refer customers to appropriate Bank personnel for additional Bank products and services.

•      Perform a variety of branch clerical duties (e.g., filing, answering phones, opening and sorting mail)

•      May be assigned primarily to specialized duties (e.g., exchange, merchant, vault)

•      Serve as back-up for other branch responsibilities (e.g., new accounts, safe deposit, and vault)

SECONDARY DUTIES

The position of Customer Service Representative I performs duties specific to the position and other function as assigned.

COMPLIANCE RESPONSIBILITIES

Must be familiar with all deposit related regulations and receive training on a regular basis as appropriate.  This includes but in not limited to BSA, Reg E, Reg CC, Reg DD, BPA, RFPA/Reg P, Reg D and Branch Closing Procedures.  Customer Service Representative I must follow all policies and procedures as set forth by the Bank as well as any regulations.

The employee must be able to take and pass all the required regulatory training as outlined by the Bank on a quarterly basis.

This employee must adhere to all security related procedures of the Bank including Branch security, protection of customer information and security as it relates to the Bank's internet and technology systems.

 

SUPERVISORY RESPONSIBILITY

The position of Customer Service Representative I, is not responsible for the supervision of staff

 

ENVIROMENTAL AND PHYSICAL ACTIVITY

The Customer Service Representative I is in a non-confined office-type setting in which he or she is free to move about at will. It may include some minor annoyances such as noise, odors, drafts, etc.,

This employee in the course of performing this position spends time writing, typing, speaking, listening, lifting up to 15 pounds, carrying, sitting, pulling, walking, standing, squatting, kneeling and reaching.

This employee for this position may operate any or all of the following: telephone, cellular telephone, copy and fax machines, adding machine (calculator), check protector, encoder, money counter, typewriter, computer terminal, personal computer and related printers.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

MENTAL DEMANDS

This employee in this position must be able accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, language, presentations, verbal and written communications, analytical reasoning, multiple concurrent tasks and frequent interruptions.

 

MINIMUM REQUIREMENTS

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position.  The requirements listed below are representative of the knowledge, skill and /or ability required to perform the position in a satisfactory manner.  Individual’s abilities may result in some deviation from these guidelines.

 

-     Interpersonal and oral communication skills

-     Basic math & PC skills

-     Attention to detail

-     Customer service skills

-     Prior Sales, Service and cash handling experience preferred

 

Bank of Stockton and its subsidiaries are equal opportunity/affirmative action employers.  It is our policy to recruit, advertise, employ, promote, transfer, discipline and discharge without regard to race, religion, color, national origin, age, physical or mental disability, veteran status, sex, and any other basis protected by federal, state, or local law.

SUMMARY

Provides excellent customer service, support referral goals at each branch of assignment. Performs personal and business customer transactions according to Bank standards for accuracy and efficiency. With coordination through Ops Admin, to provide temporary coverage at any branch Bank wide at any given time.

ESSENTIAL DUTIES

• Ensure that the branch sales and service supports the overall bank objective to provide superior service.
• Participates in branch sales and service programs to enhance the customer service experience.
• Support referral goals at each assigned Branch.
• Create a professional and positive team environment in the branch by modeling appropriate behaviors.
• Assist customer by using in-depth policy and procedure knowledge to handle more complex transactions and expectations.
• Process and audit branch transaction and processes, including vault/counting cash night drop, ATM procedures and certifications.
• Process full range of routine to complex customer transactions (e.g., deposits withdrawals, traveler's checks, cashier checks, loan payments, savings bonds, change orders, etc.)
• Resolve routine to complex customer service issues.
• Perform Sales & Service Representative duties to assist with customer service when necessary.
• Open, maintain and balance cash drawer on a daily basis.
• Maintain proper documentation for customer transactions (e.g., Currency Transaction Report)
• Perform a variety of branch clerical duties (e.g., filing, answering phones, opening, sorting mail, and ordering supplies)
• Refer customers to appropriate personnel for additional financial service products and then follow-up to ensure that the sales or service expectation was successfully met.
• Maintains accurate sales records and regulary reviews sales results with sales & service Mananger and prepares an action plan taking appropriate steps to meet or exceed sales goals.
• Demonstrate the ability to open, process and maintain all bank products and services using the most approved Bank resources and system.
• Perform account inquires and updates for customers.
• Participate actively in branch sales and service meetings.
• Obtain and provide Notary Public services.
• Serve as back-up for other branch responsibilities (e.g., new accounts, safe deposit, vault)

SECONDARY DUTIES

The position of Branch Specialist II performs duties specific to the position and other functions as assigned.

COMPLIANCE RESPONSIBILITIES

Must be familiar with all deposit related regulations and receive training on a regular basis as appropriate.  This includes but in not limited to BSA, Reg E, Reg CC, Reg DD, BPA, RFPA/Reg P, Reg D and Branch Closing Procedures.  The Customer Service Representative III must follow all policies and procedures as set forth by the Bank as well as any regulations.

The employee must be able to take and pass all the required regulatory training as outlined by the Bank on a quarterly basis.

This employee must adhere to all security related procedures of the Bank including Branch security, protection of customer information and security as it relates to the Bank's internet and technology systems.

SUPERVISORY RESPONSIBILITY

The position of Branch Specialist I is responsible for the supervision of employees as necessary.

ENVIROMENTAL AND PHYSICAL ACTIVITY

Branch Specialist I is in a non-confined office-type setting in which he or she is free to move about at will. It may include some minor annoyances such as noise, odors, drafts, etc.,

This position requires extensive travels, this employee in the course of performing this position spends time writing, typing, speaking, listening, lifting up to 15 pounds, carrying, sitting, pulling, walking, standing, squatting, kneeling and reaching.

This employee for this position may operate any or all of the following: telephone, cellular telephone, copy and fax machines, adding machine (calculator), check protector, encoder, money counter, typewriter, computer terminal, personal computer and related printers.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

MENTAL DEMANDS

This employee in this position must be able accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, language, presentations, verbal and written communications, analytical reasoning, multiple concurrent tasks and frequent interruption.

MINIMUM REQUIREMENTS

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and /or ability required to perform the position in a satisfactory manner. Individual’s abilities may result in some deviation from these guidelines.

-Interpersonal and oral communication skills

-Basic math & PC skills

-Attention to detail

-Customer service skills

-2 years or greater of Sales, and Service experience