Service Support I

Citizens Business Bank•La Canada Flintridge, CA

About The Position

The Service Support performs a full range of banking operations duties and may lead staff at the direction of the Service Manager and/or the Lead Service Support. The role fills in for non-exempt positions, including Service Support Lead, Service Representative, Financial Sales Representative, Vault Representative, and Merchant Services Representative. The incumbent works closely with the Service Manager and Service Support Lead to cover positions during planned and unplanned absences. The individual is expected to be organized, self-motivated, flexible, and able to multitask effectively and perform the job duties satisfactorily. The role provides service to internal and external customers in person and by phone, following the Bank’s Customer Service Standards and promoting The Citizens Experience. Duties include processing levies and subpoenas, performing certifications, assisting customers with financial services, renting safe deposit boxes, handling cash when assigned, maintaining ATM machines, executing wire transfers, and following up on dormant accounts. The position has no supervisory responsibilities. Work is performed in an environment with usually moderate noise. The job includes regular standing, walking, crouching, handling and counting currency, typing, and talking and hearing; frequent reaching; occasional sitting and kneeling; and occasional lifting or carrying of cash weighing up to 50 pounds.

Requirements

High school diploma or GED, or one to three years of experience as a teller and in new accounts at a financial institution.
Experience in certifications, dormant accounts, levies and subpoenas, and work as a merchant services representative.
Ability to read and comprehend simple instructions, short correspondence, and memos.
Ability to write simple correspondence.
Ability to effectively present information one-on-one and in small-group situations to customers, clients, and other employees.
Ability to add and subtract two-digit numbers and multiply and divide with tens and hundreds, including using American money and units of weight, volume, and distance.
Ability to apply common-sense understanding to carry out detailed but uninvolved written or oral instructions and deal with problems involving a few concrete variables in standardized situations.
Ability to stand, walk, crouch, handle and count currency, type, and talk and hear; reach frequently; sit and kneel occasionally; and occasionally lift or carry cash weighing up to 50 pounds.
Ability to perform each essential duty satisfactorily; reasonable accommodations may be made for individuals with disabilities.

Responsibilities

Comply with and stay abreast of policies, procedures, and federal and state laws applicable to the job.
Process levies and subpoenas.
Perform certifications.
Interview customers to obtain information and explain available financial services, including savings and checking accounts, IRAs, certificates of deposit, savings bonds, and securities.
Rent safe deposit boxes and admit customers to the safe deposit vault.
Answer customer questions, investigate and correct errors, determine their causes, and help prevent them from recurring.
Handle assigned cash, which may be used daily.
Service and maintain ATM machines.
Execute wire transfers of funds.
Follow up on dormant accounts.
Fill in as needed in non-officer positions, including Service Support Lead, Service Representative, Financial Sales Representative, Vault Representative, and Merchant Services Representative.
Provide, present, and promote The Citizens Experience to internal and external customers.
Deal directly with the public in person and by phone, following the Bank’s Customer Service Standards.
Perform other duties as assigned.