Call Center Representative

River City BankSacramento, CA

About The Position

Responds to and resolves routine telephone calls from clients and bank employees concerning client accounts and client account-related services in accordance with established policies, procedures and service quality standards. Maintains knowledge of Bank products and services to seek opportunities to attract, retain and expand client relationships.

Requirements

  • Associates degree or equivalent required, or combination of education and experience.
  • Minimum 1 year of customer service, bank operations, regulatory and security experience.
  • Customer focus and service experience.
  • High School Diploma or General Education Degree (GED).
  • Minimum 1 year call center or banking related experience.
  • Advanced keyboarding skills.
  • Ability to work under pressure; multitasking.
  • Ability to take initiative.
  • Ability to exercise good judgment.
  • Excellent verbal communication, listening, phone and people skills.
  • Data entry and attention to detail.

Responsibilities

  • Maintains knowledge of Bank products and services in order to responds to client phone inquiries.
  • Interprets and explains bank charges, policies, procedures, special programs, rates and initiates appropriate transactions to satisfy client requests.
  • Resolves routine client service issues in a timely manner.
  • Reviews issues, performs research, and initiates resolutions within established guidelines.
  • Informs clients on cause of problems and explains corrective actions being taken.
  • Advises management of irregular or recurring problems and suggests improvements to improve the service provided by the call center.
  • Follows established bank policies, procedures, and guidelines for transaction processing and client service.
  • Protects the bank’s assets/income and maintains the confidentiality of client information.
  • Responsible for following (or adhering) to the Bank’s Information Security policies and procedures.
  • Obtains/monitors bank account documentation.
  • Responsible for promoting the bank’s philosophy of excellent client service.
  • Supports the Community Reinvestment Act through participation in community organizations.
  • Maintains current knowledge of bank regulations.
  • Ensures compliance with all Federal, State and Bank policies, procedures and regulations.
  • Other duties as assigned.
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