Central Operations Representative I

Heritage Bank of Commerce • San Jose, CA

95d • $17 - $29

About The Position

The Central Operations Representative I 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 I 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.

Requirements

• One year certificate from college or technical school; or three to six months 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 and make necessary decisions 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
• Demonstrates initiative and the ability to work in an autonomous manner
• Strong communication and organizational skills with the ability to interact effectively with all levels of management and consumers

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 Scanning and filing
• Any additional projects or tasks assigned by supervisor

What This Job Offers

• Job Type: Full-time
• Industry: Credit Intermediation and Related Activities
• Education Level: Associate degree