Service Support IV

Citizens Business Bank•Laguna Niguel, CA
•$20 - $24

About The Position

The Service Support IV performs a broad range of banking operations and may lead staff at the direction of the Service Manager and/or 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 ensure positions are covered during planned and unplanned absences. The individual is expected to perform each job satisfactorily and be well organized, self-motivated, flexible, and able to multitask effectively. The position provides service to internal and external customers in person and by phone, following the Bank’s Customer Service Standards and promoting The Citizens Experience. It requires compliance with applicable policies, procedures, and federal and state laws. The work environment usually has a moderate noise level.

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 merchant services representative duties.
  • Ability to read and comprehend simple instructions, short correspondence, and memos; write simple correspondence; and effectively present information one-on-one and in small groups.
  • 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 use common-sense understanding to follow detailed but uninvolved written or oral instructions and address problems involving a few concrete variables in standardized situations.
  • Ability to perform the essential duties satisfactorily; reasonable accommodations may be made for individuals with disabilities.
  • Regularly stand, walk, crouch, use hands to handle or count currency, type, and talk and hear; frequently reach with hands and arms; occasionally sit and kneel; and occasionally lift or carry cash weighing up to 50 pounds.

Responsibilities

  • Comply with and stay abreast of all policies and 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, Individual Retirement Accounts, 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 recurrence.
  • 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 all non-officer positions.
  • Provide, present, and promote The Citizens Experience to internal and external customers, dealing directly with the public in person and by phone in accordance with the Bank’s Customer Service Standards.
  • Perform other duties as assigned.
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