Customer Service Representative II (Part-time 20 hours/week), Retail Banking (Hesperia, CA)

HomeStreet-posted 5 months ago
$18 - $25/Yr
Full-time • Entry Level
Hesperia, CA
501-1,000 employees
Credit Intermediation and Related Activities
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This position is responsible for acquisition, retention and expansion of new and existing customer relationships. The CSR II provides exceptional customer service by taking ownership of the customer experience from introducing the customer to HomeStreet Bank through profiling the customer, assessing their banking and borrowing needs, and recommending appropriate products based on a thorough knowledge of HomeStreet products and services. Provide a variety of teller services such as handling deposits, withdrawals, and maintaining accounts. Perform processing tasks such as making automatic transfers, updating records and balancing. At all times, provide superior customer service.

  • Effectively interviews and profiles new and existing customers in order to recommend appropriate banking products and services.
  • Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience.
  • Opens and closes customer accounts including checking, savings, money markets, certificates of deposit, and IRAs.
  • Actively takes advantage of all sales opportunities, cross-selling bank products and services to new and existing customers.
  • Participates in sales programs to generate new customers.
  • Maintains thorough knowledge of bank products and services.
  • Actively listens to customers, and maintains a friendly, positive, professional attitude.
  • Supports branch lobby management.
  • Consistently demonstrates proficiency in providing exceptional customer service utilizing the STAR qualities either in person or on the telephone.
  • Participates in two community events per year.
  • Performs daily teller services such as processing deposits, withdrawals, holds, loan payments, stop payments, telephone transfers, direct deposits, cash advances, verifications of deposit, Debit card requests, wire transfers and other related matters.
  • Balances cash drawer independently, maintains cash over and short record within HomeStreet's compliance policy.
  • Participates in branch audit functions.
  • Follows HomeStreet's policies and procedures and meet regulatory requirements.
  • Minimum of 2 years cash handling and customer service experience.
  • Some experience in opening new deposit accounts preferred.
  • Demonstrated success in cross-selling banking services and products.
  • Strong customer relations skills and ability to communicate and work well with employees and customers in a cooperative, positive manner.
  • Excellent written and oral communication skills are required.
  • PC experience required. Word, Excel and teller/bank software preferred.
  • Must be a self-starter, dependable, able to work within deadlines under pressure.
  • Must possess good judgment, and the ability to accept responsibility and handle confidential information.
  • Ability to work quickly and accurately, to analyze information and make decisions.
  • High school diploma or equivalent.
  • Banking experience preferred.
  • Ability to operate teller and office equipment including computers, adding machines, telephones, typewriters, copy machines, fax machines, electronic credit card authorization terminals, and security devices.
  • Medical, dental, and vision coverage for employees and their families
  • Life, disability and family Leave
  • 401(k) and Roth 401(k) with employer match
  • Wellness program, employee assistance program, 'Commute Trip Reduction' (CTR) and various employee discounts
  • Generous vacation, sick leave, 11 paid holidays, and 16 hours of paid leave every year for community service work
  • Free employee checking account and employee home loan discounts
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