Merchant Service Representative III

Citizens Business Bank•Fontana, CA

About The Position

The Merchant Service Representative III fills orders for currency and coins and counts and records cash deposits in a commercial bank vault. The role includes handling customer deposits and cash shipments, maintaining analyzed-account data, and providing The Citizens Experience to internal and external customers. This position has no supervisory responsibilities. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Requirements

  • High school diploma or GED, or a minimum of one year of experience as a service representative in a financial institution.
  • Ability to read and comprehend simple instructions, short correspondence, and memos.
  • Ability to write simple correspondence.
  • Ability to effectively present information in one-on-one and small-group situations to customers, clients, and other associates.
  • Ability to add, subtract, multiply, and divide using whole numbers, common fractions, and decimals; compute rates, ratios, and percentages; and draw and interpret bar graphs.
  • Ability to apply common-sense understanding to carry out written, oral, or diagrammed instructions and deal with problems involving several concrete variables in standardized situations.
  • Ability to meet the physical demands of the role, including regularly standing, using hands and fingers to operate a computer keyboard, mouse, calculator, and telephone, reaching, talking, and hearing; frequently stooping, kneeling, crouching, or crawling; occasionally walking, sitting, and climbing or balancing; regularly lifting and/or moving up to 50 pounds and frequently lifting and/or moving up to 25 pounds.
  • Close vision.

Responsibilities

  • Comply with and stay abreast of all applicable policies and procedures and federal and state laws.
  • Count currency, coins, and checks received for deposit in the vault.
  • Total currency and checks to verify amounts on deposit slips or other forms.
  • Record deposits in customer account records.
  • Remove specified amounts of currency and coins from the vault, prepare cash bags for shipment to a business or branch bank, and record the amount shipped.
  • Count and record large-denomination bills, mutilated currency, and food stamps for shipment to the Federal Reserve Bank.
  • Perform data entry and maintenance of analyzed accounts.
  • Provide, present, and promote The Citizens Experience to all external and internal customers.
  • Perform other duties as assigned.
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