Client Service Representative - Healdsburg Office
Sacramento, CA, United States
** JOB POSITION POSTING Client Service Representative - Healdsburg Office**
**Opening:** Part-time position (32 hours per week)
**Job Title:** Client Service Representative
**Location:** Healdsburg Office
**DUTIES & RESPONSIBILITIES:**
* Provide an extraordinary Client experience to Clients of American River Bank promoting professionalism, confidentiality and the desire to assist.
* Actively promote American River Bank and develop Client relationships through maintaining your knowledge of the Bank's products and services.
* Receive checks and cash for deposit to saving and checking accounts within specified limits; examine checks for proper endorsement and negotiability for compliance with Bank Hold Policy and receipt of transactions.
* Cash checks and pay money from savings and checking accounts in accordance with Bank Policy.
* Accept loan payments, cash advances, incoming/outgoing wire transfers, loan advances/pay downs, stop payments, telephone transfers and credit ratings.
* Sell Cashier Checks.
* Respond to Clients' bookkeeping and account inquiries, providing accurate and timely information.
* May act as a member of a dual control team in processing mail, ATM, night drop and courier bags.
* Maintain Bank Standards for Cash Controls by: balancing a cash drawer while maintaining assigned cash limits, safeguarding cash, teller stamps and terminal password.
* Adhere to applicable regulations and policies including but not limited to: Bank Secrecy Act (BSA) and Anti-Money Laundering requirements, Privacy and protecting Client Information; Reg CC (UCF Holds); Reg E; Reg DD and USA Patriot Act. .
* Daily, track referrals and recommendations using Connections.
* Balance branch, vault, ATM and teller cash.
* Responsible for daily input and balancing of NSF, Returned Items and Non-post Reports.
* Provide for signing authority, as assigned.
* Complete branch certifications and legal processes (i.e., levies, liens and subpoenas),
as assigned or needed.
* Knowledgeably discuss and assist Clients in determining the best products and services to meet their needs; referring Clients and potential Clients to appropriate personnel or departments as needed for additional services.
* May perform as a Notary.
* Assist with any associated task as requested, needed or assigned.
**REQUIRED SKILLS, CHARACTERISTICS AND ABILITIES**
* Excellent client service skills, with ability to communicate tactfully and listen attentively to Clients.
* Strong sales and cross sales interests and abilities with a persuasive, "selling verbal communication style.
* Must be able to travel and work at any Amador American River Bank office.
* Strong written communication skills with fine attention to detail.
* Strong decision making capabilities with ability to perform the required functions, meeting the above qualifications, with minimal supervision.
* Proficient PC skills, including but not limited to, Windows, Word, Outlook, Excel and other standard software applications
* Ability to lift and transport bags or containers of coin and currency.
* Ability to count and handle large quantities of coin and/or currency for the purpose of verification as it relates to Client and bank transactions.
* Moderate use of various office equipment, including, but not limited to: 10-key, adding machine, MICR encoder, FAX, microfilmer, photocopier and Micro-film/fiche viewer for research and retrieval.
* Strong Understanding of Bank Regulations, including, but not limited to, BSA, Reg D, Reg DD, Reg CC, Reg B, etc.
* Ability to adapt to change.
* Heavy telephone usage.
*The above description is not all-inclusive and American River Bank may change or modify this or any position as may be necessary.*
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