Service Representative II

Citizens Business Bank•Pasadena, CA

7d•$20 - $23

About The Position

The Service Representative II provides prompt, efficient, and friendly service and processes a range of banking transactions, including check cashing, deposits, withdrawals, loan payments, money orders and check sales, traveler’s checks, and foreign currency exchange. The role refers customers seeking cross-sales to the appropriate salesperson and may handle merchant customers, cash shipments and deposits, and federal tax deposits for FICA wages. The representative follows established bank policies and procedures, supervisor direction, and applicable banking regulations. The position also supports customers and bank operations by answering calls, greeting customers, handling messages and light filing, processing check orders and account changes, verifying checks, contacting customers about returned items, and receiving deposits and payments. It may involve processing incoming mail, courier, ATM and night-drop items, Treasury tax and loan payments, signature cards, and transfers. The representative is expected to safeguard negotiable items, promote The Citizens Experience, and perform other duties as assigned.

Requirements

High school diploma or GED.
At least six months of experience as a service representative in a financial institution, or six months of experience with cash handling and customer service.
Ability to read and comprehend simple instructions, short correspondence, and memos; write simple correspondence; and present information effectively in one-on-one and small-group settings.
Ability to add and subtract two-digit numbers and multiply and divide with tens and hundreds.
Ability to use common-sense understanding to follow detailed but uncomplicated written or oral instructions and address problems involving a few concrete variables in standardized situations.
Ability to perform the essential duties satisfactorily, with reasonable accommodations available for individuals with disabilities.

Responsibilities

Comply with and stay informed about policies and procedures and applicable federal and state laws.
Answer incoming telephone calls, assist or direct callers, take messages, and greet customers in person or by telephone.
Perform light filing and input check orders, straight deposits, and non-cash payments.
Process address changes and contact customers to verify checks, assist with reports, and address returned items.
Receive commercial and individual checking deposits, verify endorsements, and issue receipts; receive savings deposits.
Place holds on accounts for uncollected funds in accordance with Regulation CC.
Receive loan payments, check due dates, and assess late charges when applicable.
Accept requests to purchase U.S. Savings Bonds.
Accept stop-payment requests and check reorders, process address changes, and distribute requests to appropriate personnel.
Keep negotiable items secure and maintain a high level of safety for the Bank.
Answer customer questions and use appropriate opportunities to cross-sell bank services.
Process incoming mail, courier, ATM, night-drop items and payments; Treasury tax (TT&L) and loan payments; signature cards; and transfers.
Perform miscellaneous duties requested by a supervisor relating to the Bank and its functions.
Provide, present, and promote The Citizens Experience to external and internal customers.
Perform other duties as assigned.