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

HomeStreet • Hesperia, CA

146d • $20 - $28

About The Position

This position is responsible for acquisition, retention and expansion of new and existing customer relationships. The Sr. CSR 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.

Requirements

• Minimum of 3 years job experience as a CSR/New Accounts Representative or equivalent.
• Technical skills and experience to operate teller software, Word, Excel, and other bank-related computer programs.
• Strong customer relations skills and the ability to communicate and work well with employees and customers.
• Must be a self-starter, dependable, able to work within deadlines under pressure.
• Must possess excellent judgment, and the ability to accept responsibility and handle confidential information.
• Ability to work quickly and accurately, to analyze information and make decisions.
• Excellent written and oral communication skills are required.
• High school diploma or equivalent.

Responsibilities

• Effectively interviews and profiles 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.
• Processes complex transactions such as changing account ownership, living trusts, guardianship accounts, and estate assignments.
• Originates consumer loans, acting as customer advocate to ensure prompt processing of consumer loans.
• 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.
• Sets an example for the CSR staff in the area of customer service and customer advocacy.
• 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.
• Resolves difficult situations using the HEAL guidelines.
• Looks for ways to pleasantly surprise customers.
• Participates in two community events per year.
• Performs daily teller services such as processing deposits, withdrawals, holds, loan payments, and other related matters.
• Balances cash drawer independently, maintains cash over and short record.
• May be assigned the control of the vault cash.
• Effectively performs project responsibilities as assigned.
• Participates in branch audit functions.
• Follows HomeStreet's policies and procedures and meet regulatory requirements.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees