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Client Service/New Accounts Rep

Company: Heritage Bank of Commerce
Location: San Mateo
Posted on: May 15, 2022

Job Description:

Client Service/New Accounts Representative
Posting Date: 04/11,2022
Location: San Mateo, CA
Department: Branch Operations


To 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 accommodations may be made to enable individuals with disabilities to perform the essential functions. High school diploma or general education degree (GED); or one to two years related experience and/or training; or equivalent combination of education and experience.

Primary Responsibilities:

Provide exceptional customer service to all clients, prospective clients and Bank employees, in person, by electronic mail, and on the 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. 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. 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. Process with accuracy, all teller transactions as applicable in a timely manner. Manage assigned cash drawer within Bank policy and procedures. Assist supervisor with training new tellers as needed.


The CSR/New Accounts Representative is the employee in the branch who is primarily responsible for opening new accounts, handling customers' depository transactions (cash and non-cash teller transactions), and responding to client inquiries.

Benefits include competitive salary, bonus plan, medical, dental, group life & long term care insurance, vision care reimbursement, 401(k), and tuition reimbursement program, and a health club allowance.

Keywords: Heritage Bank of Commerce, San Mateo , Client Service/New Accounts Rep, Sales , San Mateo, California

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