Client Services Specialist (Teller)

Plumas Bank•Redding, CA

4d•$16 - $27•Onsite

About The Position

Plumas Bank seeks a full-time Client Services Specialist (Teller) to work in our Redding, CA Downtown location. Successful candidate will possess strong communication, interpersonal, and problem-solving skills. 6 months prior teller/banking and or cash handling experience preferred. Plumas Bank offers competitive benefits. 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.

Requirements

6 months prior teller/banking and or cash handling experience preferred.
Strong communication skills.
Strong interpersonal skills.
Strong problem-solving skills.
Helpful, "people-focused" individual.
Very careful with adherence to well defined work where repeatable results are needed.
Strong attention to detail.
Ability to work at a steady, even pace.
Ability to produce high quality work with correct results time and time again.
Patience and conscientiousness.
Ability to discuss with the client the various products and services Plumas Bank has to offer.
Ability to maintain and apply sufficient knowledge of banking regulatory compliance and complete with passing scores within the online compliance training according to established schedule.
Ability to balance and manage individual cash drawer limits following Plumas Banks Policy & Procedures within the assigned Employee Limits.
Ability to develop a thorough understanding of each Plumas Bank product and service offered.
Ability to cultivate client retention by conducting assigned touch calls to promote client care, discuss strategies and cross-sell products helpful to the clients’ needs.
Ability to use product knowledge to educate clients on issues such as fraud, cam alerts, account fees and any changes that may impact clients.
Ability to order Branch Supplies.
Ability to maintain branch Retention.
Ability to 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.
Ability to 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.
Ability to participate in branch merchandising for Plumas Bank promotions and services.
Ability to assist with Incoming Emails and Calls.
Ability to maintain and utilize Safety and Soundness for Client Confidentiality and Bank Security.
Ability to work efficiently and respectfully with all departments within the organization.
Treats people with respect, keeps commitments, inspires the trust of others, works ethically and with integrity, upholds organizational values, and accepts responsibility for own actions.
Demonstrates knowledge of and adherence to the Bank’s anti-harassment policy, shows respect and sensitivity for cultural differences, promotes a working environment free of harassment of any type.
Assures compliance with all Bank policies, procedures and processes, and all applicable state and federal banking laws, rules and regulations, and adheres to Bank Secrecy Act (BSA) and HIPAA responsibilities that are specific to the position.
Completes administrative tasks correctly and on time, supports the Bank’s goals and values, and benefits the Bank through outside activities.
Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions.
Complies with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct.

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 in 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.
Work efficiently and respectfully with all departments within the organization.
Treats people with respect, keeps commitments, inspires the trust of others, works ethically and with integrity, upholds organizational values, and accepts responsibility for own actions.
Demonstrates knowledge of and adherence to the Bank’s anti-harassment policy, shows respect and sensitivity for cultural differences, promotes a working environment free of harassment of any type.
Assures compliance with all Bank policies, procedures and processes, and all applicable state and federal banking laws, rules and regulations, and adheres to Bank Secrecy Act (BSA) and HIPAA responsibilities that are specific to the position.
Completes administrative tasks correctly and on time, supports the Bank’s goals and values, and benefits the Bank through outside activities.
Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct.