Customer Service Representative 1 or 2 - Los Angeles, United States - Savings Bank Services Inc

Description

• Regular and predictable attendance and punctuality.
• Greet and welcome customers to the Bank in a courteous, professional and timely manner, providing prompt, accurate and efficient transactions within established Bank policies and procedures.
• Cash checks and pay out amounts after verifying that signatures are correct, that written and numerical amounts agree and that accounts have sufficient funds.
• Receive checks and cash for deposit after verifying amounts and checking accuracy of deposit slips.
• Examine checks for proper endorsements and to verify other information such as dates, bank names, proper identification and general legality of the documents.
• Enter customer transactions into the computer to record transactions and issue receipts, obtaining supervisor approval for all transactions over established limits.
• Accurately balance currency and coin in assigned cash drawer at the end of each shift. Maintain this accuracy within established CSR Performance Standards.
• Adhere to cash control, loss prevention and Bank audit requirements.
• Receive consumer, mortgage and other loan payments. Properly post these payments to the computer and issue a receipt.
• Sell negotiable instruments and cashiers checks according to Bank Secrecy Act procedures.
• Process additional transactions including General Ledger debits and credits, miscellaneous payments, stop payments, telephone transfers, account closures, and address changes.
• Prepare work for proof capture and operate Branch capture device.
• Process foreign items.
• Complete requests for Domestic and Foreign wires
• Buy and sell Foreign currency.
• Verify cash advances and negotiable instruments at the end of the business day.
• Service ATMs as applicable.
• Redeem Savings Bonds.
• Prepare Hold Notices with supervisory assistance.
• Serve as dual custodian to process night deposits.
• Must be able to travel to other branches, as assigned.
• Adhere to agreed-upon service standards
• Return phone calls and e-mails the same day, or at maximum, within 24 hours.
• Adhere to goals set by the bank
• Other duties as assigned.
• High School Diploma or General Education Degree (GED) required.
• Six months experience in both customer service and cash handling required.
• Ability to read and interpret documents such as safety rules, operating instructions, procedure manuals, policies and memorandums.
• Ability to write routine correspondence and communicate effectively and tactfully, orally and in writing with employees, customers, vendors and management.
• Must possess the ability to speak clearly so others can understand.
• Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition and grammar.
• Bilingual skills desirable.
• Familiarity with 10-key pad.
• Familiarity with Windows-based computer required. Previous experience with the Microsoft Office suite and banking-related software preferred.
  Evaluating Information to Determine Compliance with Standards Using relevant information and individual judgment to determine whether transactions, events or processes within scope of authority comply with laws, regulations or Bank standards.
  Working Directly with the Public Ability to deal directly, face-to-face and on the phone with the public, following the Banks Customer Service Standards.
  Establishing and Maintaining Interpersonal Relationships Developing constructive and cooperative working relationships with others and maintaining them over time.
  Exhibits energetic and professional customer-centric service to customers.
• Regular and predictable attendance and punctuality.
• Greet and welcome customers to the Bank in a courteous, professional and timely manner, providing prompt, accurate and efficient transactions within established Bank policies and procedures.
• Cash checks and pay out amounts after verifying that signatures are correct, that written and numerical amounts agree and that accounts have sufficient funds.
• Receive checks and cash for deposit after verifying amounts and checking accuracy of deposit slips.
• Examine checks for proper endorsements and to verify other information such as dates, bank names, proper identification and general legality of the documents.
• Enter customer transactions into the computer to record transactions and issue receipts, obtaining supervisor approval for all transactions over established limits.
• Accurately balance currency and coin in assigned cash drawer at the end of each shift. Maintain this accuracy within established CSR Performance Standards.
• Adhere to cash control, loss prevention and Bank audit requirements.
• Receive consumer, mortgage and other loan payments. Properly post these payments to the computer and issue a receipt.
• Sell negotiable instruments and cashiers checks according to Bank Secrecy Act procedures.
• Process additional transactions including General Ledger debits and credits, miscellaneous payments, stop payments, telephone transfers, account closures, and address changes.
• Prepare work for proof capture and operate Branch capture device.
• Process foreign items.
• Complete requests for Domestic and Foreign wires
• Buy and sell Foreign currency
• Verify cash advances and negotiable instruments at the end of the business day.
• Service ATMs as applicable.
• Prepare Hold Notices.
• Serve as dual custodian to process night deposits.
• Perform all X-Box and Vault duties, including incoming and outgoing cash shipments.
• Open and close safe deposit boxes, as applicable to Branch.
• Establish Night Depository agreements, as applicable to Branch.
• Process counterfeit bills and send to appropriate governmental agencies.
• Order supplies.
• Redeem Savings Bonds.
• Process incoming and outgoing cash shipments.
• Open new accounts
• Order and maintenance Debit cards, as applicable to Branch.
• Must be able to travel to other branches, as assigned.
• Adhere to agreed-upon service standards
• Return phone calls and e-mails the same day, or at maximum, within 24 hours.
• Adhere to goals set by the bank

• Other duties as assigned.
• High School Diploma or General Education Degree (GED) required.
• One year as a Customer Service Representative in a banking environment responsible for teller work and new accounts or two years-experience in retail that includes both cash handling and customer service required.
• Ability to read and interpret documents such as safety rules, operating instructions, procedure manuals, policies and memorandums.
• Ability to write routine correspondence and communicate effectively and tactfully, orally and in writing with employees, customers, vendors and management.
• Must possess the ability to speak clearly so others can understand.
• Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition and grammar.
• Bilingual skills desirable.
• Familiarity with 10-key pad.
• Familiarity with Windows-based computer required. Previous experience with the Microsoft Office suite and banking-related software preferred.
  Evaluating Information to Determine Compliance with Standards Using relevant information and individual judgment to determine whether transactions, events or processes within scope of authority comply with laws, regulations or Bank standards.
  Working Directly with the Public Ability to deal directly, face-to-face and on the phone with the public, maintaining the Banks Customer Service Standards.
  Establishing and Maintaining Interpersonal Relationships Developing constructive and cooperative working relationships with others and maintaining them over time.
  Exhibits energetic and professional customer-centric service to customers.#J-18808-Ljbffr