What are the responsibilities and job description for the Client Services Utility Banker II position at Sanfranciscogigs?
Heritage Bank of Commerce | San Francisco, CA 94118
If you would like to know a bit more about this opportunity, or are considering applying, then please read the following job information.
Location : San Francisco, CA (with travel to San Rafael, Oakland, Danville, and Walnut Creek locations)
Requisition # : HBC 24-83
Department : Branch Operations
Job Summary
The Client Services Utility Banker II provides coverage in specified region(s) including but not limited to teller, new accounts representative, and receptionist. The Client Services Utility Banker II is responsible for servicing customers with depository transactions, opening and maintaining accounts, and supporting sales staff as required.
Pay Range
Base Compensation is dependent upon role, experience, and skill set : Min- $21.81 / hr Max- $36.36 / hr
Primary Responsibilities
- Provide exceptional customer service to all clients, prospective clients, and Bank employees, in person, by email, and by phone.
- Interact and establish rapport with all clients that conduct business in the branch.
- Display outstanding interpersonal skills and maintain a professional image at all times.
- Maintain a working knowledge of banking operations as it applies to the position.
- Follow proper procedures to mitigate risk to the bank.
- Follow bank policies and banking regulations.
- Conduct daily review of specified reports as required.
- Complete operations work accurately and efficiently.
- Provide utility coverage in specified region(s).
- Perform and complete in a timely manner any projects assigned by the Regional Operations Manager.
- Support branches within specified region(s) with all aspects of daily operations and back-up supervisory duties as needed.
- Conduct new account openings accurately and efficiently.
- Possess a high level of knowledge and understanding of all Bank products and service fees in order to meet client needs and / or refer them to the appropriate department.
- Build and maintain partnership with relationship management team and internal departments.
- Possess a high level understanding of account ownerships and the supporting documentation required by regulatory and bank procedures.
- Accurately input account information in the applicable computer programs as part of the new account process.
- Conduct teller transactions accurately and efficiently.
- Manage assigned cash drawer within Bank policy and procedures.
- Assist supervisor with training new team members if needed.
- Perform all other duties and special projects as assigned.
Qualifications
Compliance Responsibilities
The employee is responsible for ensuring compliance with all aspects of job-related laws and regulations and must maintain current compliance knowledge by attending compliance-related training seminars and staff meetings and by reading pertinent compliance-related materials.
Job-related laws and regulations include, but are not limited to the following : Bank Secrecy Act (BSA); Office of Foreign Asset Control (OFAC); Vendor Management; Information and Data Security; and SEC regulations related to corporate governance and disclosure.
Heritage Bank of Commerce is an Equal Opportunity Employer committed to diversity and inclusion. We do not discriminate on the basis of race, color, ethnicity, religion, sex, sexual orientation, gender identity, national origin, marital status, genetic information, disability, Veteran status, or any other characteristic protected by Federal, state, or local laws.
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Salary : $22 - $36