Client Services Specialist On Call (Teller)

Plumas Bank•Yuba City, CA

21h

About The Position

Under direct supervision, this position requires a helpful, "people-focused" individual that is very careful with adherence to well defined work where repeatable results are needed. The work is highly precise in nature and requires a strong attention to detail which calls for working at a steady, even pace. It is vital for the work output to be high quality with correct results time and time again; checking and double-checking is often necessary. Individuals performing the job must be patient and conscientious. Interacting with clients requires a professional, formal manner where the focus is on completing the task pleasantly and correctly. An individual must possess the ability to discuss with the client the various products and services Plumas Bank has to offer. ESSENTIAL DUTIES Utilize Banking Regulations with Plumas Bank Policy and Procedures to complete all transactions with good judgement and accuracy including but not limited to Currency Transaction Report (CTR), Monetary Transaction Report (MTR), Office of Foreign Asset Control (OFAC), Suspicious Activity Report (SAR), Know Your Client (KYC), etc. Maintain and apply sufficient knowledge of banking regulatory compliance and complete with passing scores within the online compliance training according to established schedule. Process Deposits, Withdrawals, Payments, Check Cashing, Exchange Negotiable Instruments and all other related transactions following Plumas Banks Policy & Procedure within the assigned Employee Limits. Balance and manage individual cash drawer limits following Plumas Banks Policy & Procedures within the assigned Employee Limits. Assist clients with Safe Deposit Access and Closures. Help with Balancing, Adding Cash and troubleshooting the Branch ATM. Develop a thorough understanding of each Plumas Bank product and service offered. Cultivate client retention by conducting assigned touch calls to promote client care, discuss strategies and cross-sell products helpful to the clients’ needs. Use product knowledge to educate clients on issues such as fraud, cam alerts, account fees and any changes that may impact clients. Order Branch Supplies. Maintain branch Retention. Have a thorough understanding of each Plumas Bank product and service offered and discuss them at staff meetings throughout the year to assist other employees to gain their knowledge. Utilize the knowledge of Plumas Banks products and services to recognize if the current product or service is the best fit for the client and be able to refer clients to the appropriate staff members if necessary, or help clients with questions and concerns regarding ATM cards, ATM transactions, Check Book Balancing, Stop Payments, Account Fees, Foreign Currency. Participate in branch merchandising for Plumas Bank promotions and services. Assist with Incoming Emails and Calls. Maintain and Utilize Safety and Soundness for Client Confidentiality and Bank Security.

Requirements

High school diploma or general education degree (GED); or 1-2 years or more of related experience and/or training; or the equivalent combination of education and experience.
Work-related experience should consist of a cash handling and/or customer service background.
Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related.
Basic math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; count currency, coin and negotiable instruments in a timely manner.

Responsibilities

Utilize Banking Regulations with Plumas Bank Policy and Procedures to complete all transactions with good judgement and accuracy including but not limited to Currency Transaction Report (CTR), Monetary Transaction Report (MTR), Office of Foreign Asset Control (OFAC), Suspicious Activity Report (SAR), Know Your Client (KYC), etc.
Maintain and apply sufficient knowledge of banking regulatory compliance and complete with passing scores within the online compliance training according to established schedule.
Process Deposits, Withdrawals, Payments, Check Cashing, Exchange Negotiable Instruments and all other related transactions following Plumas Banks Policy & Procedure within the assigned Employee Limits.
Balance and manage individual cash drawer limits following Plumas Banks Policy & Procedures within the assigned Employee Limits.
Assist clients with Safe Deposit Access and Closures.
Help with Balancing, Adding Cash and troubleshooting the Branch ATM.
Develop a thorough understanding of each Plumas Bank product and service offered.
Cultivate client retention by conducting assigned touch calls to promote client care, discuss strategies and cross-sell products helpful to the clients’ needs.
Use product knowledge to educate clients on issues such as fraud, cam alerts, account fees and any changes that may impact clients.
Order Branch Supplies.
Maintain branch Retention.
Have a thorough understanding of each Plumas Bank product and service offered and discuss them at staff meetings throughout the year to assist other employees to gain their knowledge.
Utilize the knowledge of Plumas Banks products and services to recognize if the current product or service is the best fit for the client and be able to refer clients to the appropriate staff members if necessary, or help clients with questions and concerns regarding ATM cards, ATM transactions, Check Book Balancing, Stop Payments, Account Fees, Foreign Currency.
Participate in branch merchandising for Plumas Bank promotions and services.
Assist with Incoming Emails and Calls.
Maintain and Utilize Safety and Soundness for Client Confidentiality and Bank Security.