Lead Banking Specialist I

Citizens Business Bank•Tulare, CA

3d•Onsite

About The Position

Assist with operations and service-related responsibilities while adhering to Bank policy, and work collaboratively to support the Business Financial Center’s service objectives. This role requires maintaining thorough product knowledge, applying Bank policies to minimize losses, and implementing monthly controls. The Lead Banking Specialist I also assists the Service Manager with various tasks, including expense control, operating loss management, and preparing performance reviews and disciplinary actions for non-exempt associates. The position involves performing opening and/or closing procedures and a commitment to teamwork and delivering The Citizens Experience.

Requirements

Associate’s degree (A. A.) or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience.
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
Ability to write routine reports and correspondence.
Ability to speak effectively before groups of customers or employees of organization.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
Ability to apply concepts of basic algebra and geometry.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Responsibilities

Comply with and stay abreast of all policies and procedures, federal and state laws applicable to the job.
Provide customer service that meets or exceeds all service levels by promoting individual and team enthusiasm and pride.
Support customer service program objectives.
Increase customer satisfaction by recognizing and managing difficult situations promptly.
Provide timely resolution of customer inquiries and complaints.
Maintain thorough product knowledge of all existing and newly introduced products, services and programs.
Apply Bank policies to minimize losses, defalcations, and service representative differences.
Implement monthly control and timely submission of Center reports.
Generally assist Service Manager, including with respect to controlling and properly accounting for non-interest expenses, operating losses, service representative differences, overtime, and overall compensation.
Assists with the preparation of annual performance reviews for all non-exempt associates and assists with the preparation and discovery for disciplinary action for non-exempt associates.
Performs opening and/or closing procedures in accordance with the policy and procedures of the Bank.
Commitment to teamwork and a focus on delivering The Citizens Experience.
Other duties as assigned.