Service Support V

Citizens Business Bank•Riverside, CA

About The Position

The Service Support V performs a full range of banking operations duties, leading staff at the direction of the Service Manager and/or Lead Service Support. The position fills in for non-exempt roles as needed, including Service Support Lead, Service Representative, Financial Sales Representative, Vault Representative, and Merchant Services Representative. The incumbent works closely with the Service Manager and Lead Service Support to ensure positions are covered during planned and unplanned absences. The individual must be organized, self-motivated, flexible, able to multitask, and capable of performing each job satisfactorily. The role provides customer service in person and by phone, promotes The Citizens Experience, and handles a variety of banking transactions and services. Duties include processing levies and subpoenas, performing certifications, discussing financial services with customers, renting safe deposit boxes, handling customer questions and errors, servicing ATM machines, executing wire transfers, and following up on dormant accounts. The position may be assigned cash for daily use and may admit customers to the safe deposit vault. The role has no supervisory responsibilities.

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 each essential duty 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 and subtract two-digit numbers and multiply and divide with tens and hundreds, including calculations involving American money and measurements of weight, volume, and distance.
Ability to use common-sense understanding to follow detailed but straightforward written or oral instructions and resolve problems involving a few concrete variables in standardized situations.
Ability to stand, walk, crouch, use hands to handle or count currency, type, talk, and hear; frequently reach with hands and arms; occasionally sit and kneel; and occasionally lift or carry cash weighing up to 50 pounds.
Ability to work in an environment where noise is usually moderate.

Responsibilities

Comply with and stay informed about applicable policies and procedures and federal and state laws.
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.
Answer customer questions, investigate and correct errors, determine their causes, and help prevent recurrence while maintaining a positive customer experience.
Handle assigned cash, which may be used daily.
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 external and internal customers.
Deal directly with the public face-to-face and by phone, following the Bank’s Customer Service Standards.
Perform other duties as assigned.