Client Services Representative (Banking), Sr. jobs in San Francisco, CA

POSITION OVERVIEW

Under general supervision, this position is responsible for providing exceptional client service while performing a wide variety of tasks, including opening new deposit accounts, customary teller functions, and assisting clients with questions, changes, or concerns regarding new or existing accounts via phone, electronic mail, or in person.

This individual will also assist clients with inquiries regarding online, mobile banking, and remote deposit services.

ESSENTIAL FUNCTIONS AND JOB RESPONSIBILITIES

• Represents the Bank in a courteous and professional manner. Provides prompt, efficient, and accurate service in processing requests and transactions.
• Answers telephones and emails and handles client inquiries or directs them to the appropriate bank personnel according to their needs.
• Communicates effectively with Relationship Managers and maintains open communication about clients’ needs, services, and concerns.
• Opens a variety of business and consumer accounts including Political Campaigns.
• Actively cross-sells a broad range of services both to new and existing clients.
• Performs teller functions, such as processing deposits, withdrawals, stop payments, selling cashier’s checks along with processing and releasing account holds.
• Reviews and distributes a variety of reports related to banking transactions.
• Distributes monthly statements to CDARS and ICS clients.
• Verifies and prepares incoming and outgoing cash shipments.
• Resolves a variety of client inquiries; maintain contact with client through telephone or written communication, as required.
• Process Debit/ATM card orders and related fraud alerts/return procedures.
• Process documents pertaining to incoming and outgoing wires.
• Monitors and resolves activities and inquiries in Bank’s general email inbox.
• Assists with inquiries regarding online, mobile, and remote deposit services.
• Performs basic troubleshooting with online banking such as password resets and lockouts.
• Essential office functions such as organizing and filing.
• Perform related duties as assigned or as the situation dictates.

REQUIRED KNOWLEDGE AND EXPERIENCE

• High level of client service and interpersonal skills to communicate effectively throughout the Bank and to represent the Bank positively to current and potential clients.
• Thorough knowledge of all Bank deposit products and services.
• Ability to operate an information terminal and other standard office equipment, including knowledge of Microsoft Office programs.
• Ability to gather, arrange, compile, interpret, analyze, summarize, and evaluate information and data to formulate conclusions and recommended actions.
• Ability to multi-task between different stages of a new account request (documentation, set-up of services, etc.).
• Comply with all requirements, policies and procedures of the Bank Secrecy Act (BSA) and attend all mandatory BSA training as needed for this position.
• Complete all required compliance and regulatory training, not limited to BSA.
• Experience in a cross-sell environment.
• Experience in Banking and Cash Management Services

WORKING CONDITIONS/PHYSICAL DEMANDS

The environment for this position is a non-confined office-type setting that is mostly clean and comfortable. Little discomfort may be caused by such factors as noise, heat or dust. The incumbent in the course of performing this position spends time writing, typing, speaking, listening, lifting (up to 20 pounds), carrying, seeing (such as close, color and peripheral vision, depth perception, and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching. May be exposed to potentially hazardous conditions i.e. robbery. Detailed instructions and procedures are provided to minimize risk.

Employee must assure compliance with all applicable State and Federal banking regulations, Bank policies and procedures, including but not limited to, the Bank Secrecy Act/Anti Money Laundering Program and Information Systems Security Policies.

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed, as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. All employees may be required to perform duties outside of their normal responsibilities from time to time, as needed.

BSF is an Equal Opportunity Employer. Recruitment, placement, and promotions are conducted without regard to an individual’s race, color, religion, sex, national origin, age, physical handicap, veteran status or sexual orientation, or any other classification protected by Federal, State, and local laws & ordinances. We will consider qualified candidates with criminal history in a manner consistent with the requirement of the San Francisco Fair Chance Ordinance. All qualified applicants are encouraged to apply.

Job Type: Full-time

Pay: $49,000.00 - $53,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Experience level:

• 2 years

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Cash handling: 2 years (Preferred)
• Banking: 2 years (Required)
• Customer service: 2 years (Required)

Work Location: In person