Customer Services SpecialistTeller Oakland

San Francisco, CA - USA

Monthly Salary: Not Disclosed

Posted on: 1 hour ago

Vacancies: 1 Vacancy

Job Summary

Job Title: Customer Services Specialist/Teller

Department: Consumer Banking - Oakland Branch

Classification: Non-exempt

Reports to: Branch Manager

Summary/Objective:

The Teller/Banking Services Specialist provides a full range of banking services to customers with an emphasis on retail banking products. Under Branch Managers direction focuses on providing service in the areas of account administration operations sales and service. Actively cross-sells additional business products such as loans and cash management products through referrals. Develops and maintains relationships with ICBC customers to maximize customer satisfaction and sales opportunities.

Required Education and Experience:

High school diploma or GED; related work experience in banking or accounting; knowledge of the Banks products; ability to determine customers needs and suggest other products to them.

Essential Functions:

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

of retail banking products services and investment industry.

of mortgage processing underwriting and closing procedures.

products and services solutions to customer with financial needs and offer appropriate recommendations.

new accounts close accounts complete deposit tickets withdrawal slips and money order forms as requested; input and verify account information in the system.

checks prepare daily wire transfer report respond to information subpoenas and levies.

checks and cash deposits check cashing and withdrawals from account; verify customer signatures on incoming checks.

end of day proof and balance teller cash box at end of shift.

remote capture on POD items; prepare currency shipment to FBR prepare and file CurrencyTransaction Report.

Competencies:

order to perform the job successfully an individual should demonstrate the following competencies:Manage difficult customer situations; respond promptly to customer requests.

confidentiality. Possess basic math and accounting skills.

instructions and pre-established guidelines.

to apply common sense understanding when dealing with problems.

-English and Mandarin is must Cantonese is preferred

orientation may need to follow up customer call besides of bank office hour

orientation and well-organized skill

is must and previous mortgage loan experience is strongly preferred

to understand the local and China financial system

Real estate agent/ broker network is highly preferred

Required Skills:

Required Education and Experience: High school diploma or GED; related work experience in banking or accounting; knowledge of the Banks products; ability to determine customers needs and suggest other products to them.

Required Education:

High school diploma or GED;

Job Title: Customer Services Specialist/TellerDepartment: Consumer Banking - Oakland Branch Classification: Non-exemptReports to: Branch ManagerSummary/Objective:The Teller/Banking Services Specialist provides a full range of banking services to customers with an emphasis on retail banking products....