Customer Service Rep

About the position

The primary function of this role is to provide superior customer service when interacting with the customers of the Bank while processing customer transactions, which include but are not limited to processing of deposits and withdrawals, check cashing, mail/phone transactions, fund transfers and wires, and cashier's check selling; verify appropriateness of customers' documents, and support file maintenance. In addition, facilitate with account opening/maintenance/renewal/closing process as a backup for account service function.

Responsibilities

• Process daily cash/non-cash transactions activities and daily cash balancing.
• Accept and process loan payment, federal tax deposit, and all deposits and payments presented by customers, mails, and courier services.
• Provide superior customer service in all functions and departments related to customer transactions and account services.
• Accept and input stop payments and hold on funds upon requests.
• Process wire transfers (daily wire log, wire agreements, wire request sheet, etc.).
• Perform daily branch cash recap, vault register, daily operational working supply verification, check registration log and verification of large incoming clearing items.
• Backup and process the dual custody of ATM balancing, night deposit, Bank by mail, carrier process, and other assigned process.
• Facilitate with account opening/maintenance/renewal/closing process, which includes account opening/renewal/redemption/closing, request of Debit/ATM card activation and address change, and other required account maintenance for backup Account Service function.
• Make customer referrals (especially Affluent customers) and cross-sell of Bank products to support the branch to achieve financial goals.
• Successfully complete all mandatory training on related Bank's and BSA compliance as well as other laws and regulations as assigned and in a timely manner.
• Perform other duties as assigned.

Requirements

• 1+ year of customer services experience in the branch banking industry or related environment.
• Knowledge of banking products and procedures including teller procedures and policies, audit procedures, and Bank's laws and regulations.
• Detail oriented and previous cash handling is preferred.
• Basic PC skills and be familiar with e-Commerce, e-Banking, and Branch Banking-related information technology.
• High School diploma or equivalent with anticipation of continuing education towards degree.
• Fluent in English and Chinese (mandarin preferred) is a major plus.

Benefits

• Full benefits package.