Branch Service Specialist, Part-time 23 hours, Redwood City, CA

Job Duties:

Under guidance of office leadership, will be responsible for:
50% - Customer Service Transactions

• Ensure understanding of and adherence to all operating policies, procedures and regulatory requirements.
• Provide an outstanding customer experience when responding to customer requests and inquiries and processing transactions within assigned authority.
• Respond directly to customer issues and complaints in a timely, professional and effective manner.
• Escalate more complex issues/complaints to the appropriate supervisor or co-worker within the branch if unable to resolve directly.
• Maintain cash drawer within prescribed cash limits and meet cash balancing standards.
• Perform more complex tasks such as Safe Deposit activities, handling of customer requests/research, merchant teller services, remote branch capture, etc., in compliance with established policies, procedures and standards.

30% - Sales Referrals

• Identify and recommend appropriate bank services that result in quality sales and best meet customers needs.
• Participate in sales promotions and meet monthly referral goals.
• May assist Manager in training tellers to effectively identify quality referral opportunities.

20% - Operations/Risk/Compliance

• Verify and/or approve various documents and transactions, (e. g., G/L tickets, IBC's, Customer Charges, Deposits, etc.).
• Responsible for following and adhering to all bank operational and security policies and procedures, including compliance and privacy policies and procedures to maintain customer confidentiality.
• Conform to all government compliance regulations.

• Must have strong verbal and written communication skills
• Must have good leadership and interpersonal skills
• Familiar with standard branch technology and teller equipment
• Customer service and cash handling experience
• Good math, reading, and comprehension abilities
• Strong problem-solving skills
• Typically requires 2+ years of customer service experience in a retail bank

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.