Client Service Representative
Company: Cal Private Bank
Location: Beverly Hills
Posted on: March 12, 2023
Job Description:
Description:
CalPrivate Bank is an equal opportunity employer, committed to
diversity, equity and inclusion.
Job Title - Client Services Representative
Department - Branch Operations
Reports To - Client Services Manager
FSLA Status - Non-Exempt
Job Summary:
Accurately and efficiently process and record routine transactions
for bank customers including cashing checks, accepting deposits and
withdrawals, processing loan payments and money transfers. Promote
and advise on the Bank's products and services. Perform to
standards that meet or exceed the Bank's objectives and fulfill the
expectations of all internal and external customers. Represents the
Bank in a professional courteous manner at all times.
Duties and Responsibilities
- Maintain a high level of service to Bank Customers.
- Conduct all Teller functions as necessary following all related
policies and procedures.
- Accept cash and checks for deposit/withdrawal, identify
customers, check accuracy, verify signatures are correct, written
and numerical amounts agree and accounts have sufficient
funds.
- Perform specialized tasks such as preparing cashier's checks,
foreign currency orders, client transfers, cash advances, safe
deposit, process loan payments, etc.
- Record all transactions promptly, accurately and in compliance
with bank procedures.
- Process mail, courier, ATM, corrections and or night drop
deposits as assigned.
- Balance teller cash drawer at the end of each shift, run branch
capture as assigned.
- Assist customers with problem resolution in order to maintain a
high level of customer satisfaction. Act as the initial escalation
point for problem resolution.
- Act as dual custodian for vault, cash, keys and/or combos as
necessary.
- Perform clerical tasks such as filling, copying,
scanning.
- Answer general phone line, resolve customer inquiries and or
forward calls as appropriate.
- Strong interpersonal and communications skills with all levels
of bank staff, customers and outside contacts.
- Responsible for identifying cross sell opportunities and acting
on them as appropriate.
- Perform other duties as assigned or needed.
BSA/AML/Compliance
Responsibilities
- This position includes direct or indirect interaction with
customers and other employees and therefore includes
responsibilities relating to BSA/AML. The employee will have
opportunity to examine and view information and documents produced
by other employees of the Bank relating to BSA and therefore has
the obligation to report suspicious activity to the BSA Officer as
appropriate. The employee is responsible for understanding and
following the Bank's BSA/AML policies including elevating
suspicious activity to the BSA Officer. Additionally, the employee
is required to understand and follow the Bank's compliance
program.
Physical Demands
- Regularly required to talk or listen
- Frequently required to use hands and fingers to handle or feel,
reach with hands or arms.
- Required to sit for long periods of time
- Occasionally required to stand and walk
- Occasionally required to lift up to 25 pounds
- Specific vision abilities required by this position include
close vision and the ability to focus.
- Employee may be required to travel occasionally between banking
offices.
Requirements:
Qualifications
- Minimum 3-5 years customer service experience
- Cash handling experience required.
- Banking experience highly desirable
Competencies
- Quality/Accuracy of Work
- Approachability
- Communication Skills
- Customer Focus
- Technical Skills
- Problem Solving
- Planning/Organizing
- Judgment
- Team Work
- Composure
PI207435071
Keywords: Cal Private Bank, Beverly Hills , Client Service Representative, Sales , Beverly Hills, California
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