Customer Service Representative III Retail Banking Ballard - Seattle WA
Customer Service Representative III Retail Banking Ballard - Seattle WA
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Job Description
Salary Range:
$20.14 $28.17Depending on knowledge skills abilities and location. Certain level jobs may be eligible for bonus commission and/or equity awards.
Posting Date:
March 31 2025This job will be open and accepting applications for a minimum of three days from the date it was posted.
Benefits* worth writing home about:
- Medical dental and vision coverage for employees and their families
- Life disability and family Leave
- 401(k) and Roth 401(k) with employer match
- Wellness program employee assistance program Commute Trip Reduction (CTR) and various employee discounts
- Generous vacation sick leave 11 paid holidays and 16 hours of paid leave every year for community service work
- Free employee checking account and employee home loan discounts
*For eligible employees averaging 20 or more hours per week.
EO/AA Employer including Vets and Disabled.
Qualified applicants with arrest and conviction records will be considered in accordance with legal requirements.
If you are a California resident you may be entitled to certain rights regarding your personal information which is information that identifies relates to or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our .
California applicants may click this link Fair Chance Ordinance for Los Angeles County to see additional information.
Job Description Summary:
Job Details:
PRIMARY FUNCTIONS:
New Accounts/Sales Activities
- Effectively interviews and profiles customers in order to recommend appropriate banking products and services.
- Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience.
- Processes complex transactions such as changing account ownership living trusts guardianship accounts and estate assignments.
- Originates consumer loans acting as customer advocate to ensure prompt processing of consumer loans.
- Opens and closes customer accounts including checking savings money markets certificates of deposit and IRAs.
- Where appropriate actively takes advantage of all sales opportunities crossselling bank products and services to new and existing customers ensuring recommended products meet needs of customer. Makes referrals to other business units for nonbanking products.
- Participates in sales programs to generate new customers.
- Must sell financial products and services to meet referral goals and performance evaluation/personal goals.
- Maintains thorough knowledge of bank products and services.
Service Activities
- Sets an example for the CSR staff in the area of customer service and customer advocacy.
- Actively listens to customers and maintains a friendly positive professional attitude. Resolves difficult situations with creativity tact and diplomacy.
- Supports branch lobby management.
- Consistently demonstrates proficiency in providing exceptional customer service utilizing the STAR (Seamless Trustworthy Attentive and Resourceful) qualities either in person or on the telephone.
- Resolves difficult situations using the HEAL guidelines of Hearing out the customer Easing the tension Acting to improve the situation and Leaving a positive impression.
- Looks for ways to pleasantly surprise our customers i.e. doing something above and beyond their expectation that makes them feel special.
- Participates in two community events per year.
Teller Activities
- Performs daily teller services such as processing deposits withdrawals holds loan payments travelers checks purchases stop payments telephone transfers direct deposits cash advances sight drafts verifications of deposit ATM card requests wire transfers and other related matters.
- Balances cash drawer independently maintains cash over and short record within HomeStreets compliance policy.
- May be assigned the control of the vault cash. Follows guidelines to maintain limits meet cash shipment requirements and balance daily.
- Effectively performs project responsibilities as assigned such as processing and balancing ATM balancing travelers checks daily branch balancing Customer Information System input branch supply orders and monthly branch report generation.
- Effectively assist other CSRs in the completion of work assignments and balancing.
Operational Activities
- Participates in branch audit functions.
- Follows HomeStreets policies and procedures and meet regulatory requirements.
- Performs all other duties as required.
QUALIFICATIONS:
- Minimum of3 years job experience as a CSR/New Accounts Representative or equivalent plus demonstrated ability in an operations area related to Bank or retail operations.
- Technical skills and experience to operate teller software Word Excel and other bankrelated computer programs.
- Strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative positive manner.
- Must be a selfstarter dependable able to work within deadlines under pressure.
- Must possess excellent judgment and the ability to accept responsibility and handle confidential information.
- Ability to work quickly and accurately to analyze information and make decisions.
- Excellent written and oral communication skills are required.
- High school diploma or equivalent.
PHYSICAL CONSIDERATIONS:
- Requires ability to operate teller and office equipment including computers adding machines telephones typewriters copy machines fax machines electronic credit card authorization terminals and security devices.
- Requires physical exertion of up to 10 pounds of force occasionally 1/3 of the time) and a negligible amount of force frequently (up to 2/3 of the time) to lift carry push pull or otherwise move self or objects.
- Frequent (up to 1/2 of the time) sitting.
- Walking standing bending and reaching occasionally and for brief periods of time.
This Position Description may not be limited to the Functions and Requirements as outlined now or in the future. For example changes in corporate needs position demands or individual performance may result in changes to the Functions or Requirements of this position.
Area:
Customer Service (Sales)Required Experience:
Unclear Seniority
Employment Type
Full-Time
