Client Services Representative

POSITION TITLE / INFORMATION

First Pacific Bank is looking for an experienced Client Services Representative for our office in Santa Fe Springs, CA. This is a full-time position available immediately. Successful candidates will have a minimum of 1 year of banking experience and customer service. We offer competitive compensation and excellent benefits package. First Pacific Bank is an Equal Opportunity Employer. Bilingual English/Spanish preferred.

GENERAL SUMMARY

The position of Senior Teller/Client Services Representative is responsible for performing routine and more complex teller transactions and customer service duties, along with other branch operational tasks. In addition, the position will assist in the new accounts department with opening, closing and maintaining of customer accounts. Promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. Assures compliance with all Bank policies and procedures as well as all applicable state and federal banking regulations.

RESPONSIBILITIES

• Process routine teller transactions (i.e. deposits, withdrawals, check cashing, etc.) on Bank Teller system.
• Prepare and enter CTR’s on all cash deposits/withdrawals that meet the CTR requirement
• Assist daily with vault opening/closing and vault cash balancing
• Responsible for maintaining teller cash drawer within assigned limits and ensures teller drawer is in balance daily
• Issue official checks, process loan payments, stop payments, check holds, etc.
• Assist with printing and processing of various daily reports
• Answer telephones and direct callers to proper Bank personnel
• Provide customer service – in person and by telephone.
• Process customer account transfer requests (i.e. in person, via telephone)
• Assist with scanning branch deposits and daily reports
• Assist with opening, maintaining and closing Personal and Business Accounts (i.e. checking, MMA, Savings, CD’s etc.)
• Basic knowledge in legal documents that are required for personal and business accounts
• Perform account verification through Deluxe Detect and OFAC inquiry in a timely manner
• Assist customers with online banking
• The ability to explain bank products and cross sell products to clients
• Mail interest notices and checks
• Order ATM/PIN #’s/Visa Debit Cards
• Quote interest rate
• Assist other employees as needed
• Responsible for complying with all Federal and State regulations including BSA (reporting unusual or suspicious activity), Reg. CC, CRA, Reg. DD, Reg. E and Reg. D.
• Responsible for completing Online Training courses by the assigned due dates
• Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.
• Adhere to manager and supervisor’s direction
• Follows policies and procedures; completes operational tasks correctly and on time; supports the Bank’s goals and values.

MINIMUM REQUIREMENTS

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

· High school diploma or general education degree (GED); or 1 yearof related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a financial institution cash handling and customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business of financial industry related.

· Basic experience, knowledge and training in branch operation activities, terminology and products and services.

· Basic knowledge of related state and federal banking compliance regulations, and other bank operational policies.

· Basic skills in computer terminal and personal computer operation; mainframe computer system; and word processing and spreadsheet software.

· Basic typing skills to meet production needs of the position

· Basic math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; count currency, coin and negotiable instruments in a timely manner.

· Effective oral, written and interpersonal communications skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees.

· Ability to deal with routine problems involving multiple facets and variables in standardized situations.

· Must be able to multi-task

· Good organizational and time management skills.

· Ability to work with general supervision while performing duties.

Job Type: Full-time / non-exempt

Bilingual English/Spanish preferred

Pay Range: $20.67 - $24.52

Job Type: Full-time

Pay: $20.67 - $24.52 per hour

Expected hours: 40 per week

Benefits:

• 401(k) 4% Match
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• High school or equivalent (Required)

Experience:

• Typing: 1 year (Preferred)

Work Location: In person

Salary : $21 - $25