Client Service Representative - Gilroy

POSITION: Client Service RepresentativeDEPARTMENT: Client ServiceREPORTS TO: Client Service ManagerSUMMARY"Performs a variety of banking transactions in compliance with legal requirements and Bank policies and procedures."Provides accurate, friendly client service in a timely manner"Maintains currency and coin under prescribed limits."Adheres to Bank security policies and maintains confidentiality of records and client information.ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned."Explains products and services to clients and potential clients, referring such clients to appropriate personnel if needed."Opens new accounts for clients ensuring all Customer Identification Procedures requirements are met while obtaining proper documentation."Answers routine client inquiries regarding account status, interest and term provisions, Bank policies, and additional products and services available."Displays increased proficiency in quality service, productivity, and risk management."Exercises judgment and discretion in the completion of daily tasks and interaction with clients"Responsible for all currency, negotiable items in their control."Process online and offline transactions and corrections (e.g. deposits, withdrawals, and check cashing)"Maintains up-to-date knowledge of all products and services"Assist in banking office activities necessary for daily operations"Completes all required regulatory quarterly, semi-annual, and annual training." Participate in Bank-sanctioned community organizations/activities."Performs other duties as necessaryTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.EDUCATION and/or EXPERIENCE"High school diploma, GED, or equivalent required."1-2 years prior client service and cash handling experience."Attention to detail."Dependability and the highest ethical standards."Basic math skills and the ability to multi-task..BEHAVIORAL AND TECHNICAL REQUIREMENTSThe individual in this position should perform at the highest level both, technically and administratively. This person is expected to be a leader of people and operations and possesses attributes which include the following:"Must have basic computer skills including:Ten-Key (by sight)Microsoft OfficeInternetOutlookOther database related internal software necessary for daily functioning"Must posses the hand-eye coordination to effectively handle cash and operate a teller terminal, teller machine, and ten-key (by sight)."Good written, verbal, and electronic (telephone and mail) communication skills."Ability to present a professional image; work with the public and co-workers in a diplomatic and positive manner."Ability to communicate effectively (i.e., strong listening, oral, and written communication skills) and interact with people at all levels of the company, results in respect of peers and individuals at all levels of the company"Strong attention to detail"Team Player"Flexibility