Lead Banking Specialist I

Citizens Business Bank • San Rafael, CA

1d

About The Position

The Lead Banking Specialist I assists with operations and service-related responsibilities while adhering to Bank policy, and works collaboratively to support the Business Financial Center’s service objectives. The role involves complying with all policies, procedures, federal and state laws, providing high-quality customer service, and resolving customer inquiries and complaints. The specialist maintains thorough product knowledge and helps manage center reports and non-interest expenses. Additionally, the role includes assisting the Service Manager with administrative tasks such as performance reviews for non-exempt associates and performing opening or closing procedures.

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.
• Assist Service Manager with respect to controlling and properly accounting for non-interest expenses, operating losses, service representative differences, overtime, and overall compensation.
• Assist with the preparation of annual performance reviews for all non-exempt associates and assist with the preparation and discovery for disciplinary action for non-exempt associates.
• Perform opening and/or closing procedures in accordance with the policy and procedures of the Bank.
• Maintain a commitment to teamwork and a focus on delivering The Citizens Experience.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Education Level: Associate degree