Service Support V

Citizens Business Bank•Riverside, CA

2d•$20 - $26

About The Position

The Service Support performs a full range of operations duties 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. Working closely with the Service Manager and Service Support Lead, the incumbent helps ensure positions are covered during planned and unplanned absences. The individual must be able to perform each job satisfactorily and be well organized, self-motivated, flexible, and able to multitask effectively. The role involves customer service and financial operations, including processing levies and subpoenas, performing certifications, discussing financial services with customers, renting safe deposit boxes, investigating and correcting errors, handling cash, admitting customers to the safe deposit vault, maintaining ATMs, executing wire transfers, and following up on dormant accounts. The employee must follow applicable policies, procedures, and laws and promote The Citizens Experience to internal and external customers in person and by phone. The position has no supervisory responsibilities. The work environment is usually moderately noisy. Physical duties include standing, walking, crouching, handling and counting currency, typing, talking and hearing, reaching, occasionally sitting and kneeling, and occasionally lifting or carrying 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 as a merchant services representative.
Ability to perform the essential duties satisfactorily.
Ability to read and comprehend simple instructions, short correspondence, and memos.
Ability to write simple correspondence and present information effectively in one-on-one and small-group situations.
Ability to add, subtract, multiply, and divide, including using American money and measurements of weight, volume, and distance.
Ability to follow detailed but uncomplicated written or oral instructions and solve problems involving a few concrete variables in standardized situations.
Ability to provide face-to-face and telephone service to the public in accordance with the Bank’s customer service standards.
Ability to stand, walk, crouch, handle or count currency, type, talk, hear, reach, occasionally sit and kneel, and occasionally lift or carry cash up to 50 pounds.

Responsibilities

Comply with and stay current on policies and procedures and applicable federal and state laws.
Process levies and subpoenas.
Perform certifications.
Interview customers to gather information and explain financial services, including savings and checking accounts, IRAs, certificates of deposit, savings bonds, and securities.
Rent safe deposit boxes.
Answer customer questions, investigate and correct errors, determine their causes, and take steps to prevent recurrence.
Handle assigned cash and use it as needed.
Admit customers to the safe deposit vault.
Service and maintain ATM machines.
Execute wire transfers of funds.
Follow up on dormant accounts.
Fill in as needed in non-officer positions, including other non-exempt positions.
Provide, present, and promote The Citizens Experience to internal and external customers, following the Bank’s customer service standards.
Perform other duties as assigned.