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    Central Operations Representative II - San Jose, United States - Heritage Bank of Commerce

    Heritage Bank of Commerce
    Heritage Bank of Commerce San Jose, United States

    3 weeks ago

    Default job background
    Description

    Job Code:

    HBC

    Job Summary:


    The Central Operations Representative II is primarily responsible for providing exceptional customer service to all Bank employees and clients, be it in person or on the telephone.

    The Central Operations Representative II will process all client transactions timely and accurately, consistent with the Bank's policies and procedures and must possess a knowledge and understanding of all Bank products and service fees and assure the Bank is not placed in a potential loss situation by following the Bank's policies and procedures.


    Pay Range:
    Base Compensation is dependent upon role, experience, and skill set: Min- $19.24/hr Max- $32.06/hr


    Primary Responsibilities:
    Responsible for ensuring all incoming calls are answered promptly, and internal and external clients are assisted professionally and courteously

    Responsible for answering internal e-mail requests in a professional and timely manner

    Responsible for various banking operations, including but not limited to:

    Processing stop payments and account transfers

    Maintaining all requests in accordance with Bank record keeping policy

    Completing audit functions, including Block entries and Stop Payments

    Completing all assigned research, ensuring the clients are charged appropriately

    Large item processing

    ATM Balancing

    Department filing

    Any additional projects or tasks assigned by supervisor


    Qualifications:
    One year certificate from college or technical school; or one year of related experience and/or training; or equivalent combination of education and experience

    Proven time management and problem solving skills with the ability to organize, prioritize, and handle multiple tasks within a fast paced environment

    Read and interpret documents such as safety rules, operating and maintenance instructions and procedure manuals. Ability to write routine reports and correspondence.

    Knowledge of basic computer programs, customer service skills, 10 key and a basic understanding of electronic banking systems.

    Strong communication and organizational skills with the ability to interact effectively with all levels of management and consumers.


    Compliance Responsibilities:


    The employee is responsible for ensuring compliance with all aspects of job related laws and regulations and must maintain current compliance knowledge by attending compliance related training seminars and staff meetings and by reading pertinent compliance related materials.


    Job related laws and regulations include, but are not limited to the following: Bank Secrecy Act (BSA); Office of Foreign Asset Control (OFAC); Vendor Management; Information and Data Security; and SEC regulations related to corporate governance and disclosure.

    Heritage Bank of Commerce is an Equal Opportunity Employer committed to diversity and inclusion.

    We do not discriminate on the basis of race, color, ethnicity, religion, sex, sexual orientation, gender identity, national origin, marital status, genetic information, disability, Veteran status, or any other characteristic protected by Federal, state or local laws.

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