Client Services Specialist in Oroville, California at Golden Valley Bank

POSITION OVERVIEW

Promote a positive and professional image of the Bank by providing efficient and courteous customer service, cross-marketing products and services to generate new business for Golden Valley Bank when appropriate. Responds to customer inquires in person, e-mail, or by telephone in a confidential, timely and accurate manner.

ESSENTIAL FUNCTIONS

1. Take ownership of customer needs and act as their advocate to ensure that services and products requested are received.
2. Provide assistance to customers on account-related issues.
3. Prepares and maintains account paperwork, including signature cards, check orders, debit card orders, IRA, CD accounts, transfers and service charges. Relates complete account information to customers in a timely manner.
4. Receive business and individual deposits; verify cash and endorsements, including receipts.
5. Accept checks for cashing or paying, verify endorsements, validity and funds and make change.
6. Process Elan (Visa) applications, along with receiving Elan (Visa) payments for accounts.
7. Log daily Elan (Visa) balance sheet and balance monthly reports.
8. Receive bonds for payment.
9. Issue cashier’s checks and other products offered by the Bank.
10. FISERV token responsibility.
11. Order new Debit Cards and replacement PINs as needed.
12. Assist Electronic Banking with Business and Consumer online banking responsibilities.
13. Responsible for opening, closing and maintaining accounts offered by Golden Valley Bank.
14. Ensure all new account information is obtained according to Bank policy, including BSA and CIP. Properly document all new accounts; perform risk assessments and other policy requirements.
15. Keep cash secure and maintain a high level of safety for the Bank; follow all security procedures in handling cash and negotiable items.
16. Maintain proper level of cash in cash drawer.
17. Balance cash drawer daily.
18. Assist in the balancing of the Cash Recycler as necessary and auditing as appropriate.
19. When applicable, open night deposit in dual control; assign processing of items to appropriate personnel to maintain adherence to Bank policies and procedures.
20. Assist the Branch Manager with opening and closing procedures of the Branch; including preparation of negotiable items, balancing of negotiable items and selling of teller cash.
21. Process customer inquiries, complaints or errors in a timely manner in accordance with bank policies and procedures.
22. Ensure appropriate online general ledger entries are processed.
23. Prepare monthly certifications as assigned to ensure timely preparation.
24. Represent Golden Valley Bank with a high level of integrity and professionalism.
25. Adhere to the Bank’s policies and support Management decisions and goals in a positive, professional manner.
26. Compliance with the Bank Secrecy Act, OFAC and USA Patriot Act including reporting suspicious activities to BSA Officer.

ADDITIONAL RESPONSIBILITIES

1. Assist with Branch Capture as required.
2. Perform other duties as assigned.

PROFICIENCIES

1. Good written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person and over the phone.
2. Basic word processing and computer database skills with knowledge of Microsoft Office applications.
3. Solid understanding of computer transactions needed to perform operational tasks, with the ability to read histories and interpret account activity.
4. Ability to maintain a high degree of accuracy in handling cash, balancing cash drawer and recording daily transactions.
5. Excellent customer service skills.
6. Effective interpersonal skills with the ability to work with individuals and groups at all organization levels; ability to work independently and as part of a team.
7. Ability to take initiative and prioritize tasks; good time-management, organizational, problem-prevention and problem-solving skills.
8. Strong analytical ability with active listening skills.
9. Ability to work accurately with close attention to detail.
10. Willingness to adapt to changing business needs and deadlines.
11. Ability to study and apply new information.
12. Exhibit a professional, businesslike appearance and demeanor.
13. Ability to maintain confidentiality of sensitive information.
14. Possess a work ethic that includes neatness and punctuality.

EDUCATION AND EXPERIENCE

1. High school diploma or equivalent.
2. Previous cash handling and/or customer service experience.
3. Must possess a valid California State driver’s license.
4. Must be bondable.