Client Service/New Accounts Rep
Company: Heritage Bank of Commerce
Location: San Mateo
Posted on: May 15, 2022
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.
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
Keywords: Heritage Bank of Commerce, San Mateo , Client Service/New Accounts Rep, Sales , San Mateo, California
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