Financial Service Representative (FSR) - Porterville Main
Bank of the Sierra, Porterville, CA, United States
RESPONSIBILITIES INCLUDE, BUT ARE NOT LIMITED TO:
Greet new customers
Interview customers to obtain information and explain available financial and deposit services, consumer services, and online banking services
Discuss any limits, requirements, or fees associated with an account
Refer prospects and customers to other areas of the bank for additional services
Promote strong customer and client interactions, build relationships, participate in cross‑selling, and offer new products and services
Collect initial account deposit and process for customer
Rent safe deposit boxes and assist customers with safe deposit boxes
Maintain customer branch legal files, including MSB accounts
Ensure that all client information is confidential
Order checks and/or debit cards
Comply and stay up to date with applicable laws and regulations through compliance online training
Close CDs, IRAs, and Safe Deposit Boxes
Assist customers to complete consumer loan applications and forward applications to the appropriate department
Complete Chex Systems verification on new accounts
Answer questions in person or on the telephone and refer customers to other bank services as necessary
Demonstrate good risk management decisions, including displaying solid knowledge of guidelines for fraud prevention and robbery
May need to travel to another branch location to assist with coverage
Participate in qualifying CRA activities
Collect and review required documentation based on account ownership
Other duties as assigned
REQUIRED KNOWLEDGE, SKILL AND ABILITY:
To perform the job successfully, an individual should demonstrate the following competencies:
Excellent customer service skills, attentiveness, information retention, tact, and diplomacy in dealing with both customers and employees
Advanced written and verbal communication skills for maintaining good relationships with customers and addressing concerns promptly to increase customer satisfaction
Problem‑solving skills for identifying and addressing customer concerns
Detail‑oriented, high degree of accuracy
Multitasking skills for handling multiple clients and their accounts
Excellent computer skills to enable the use of online programs, account and record management
EDUCATION AND EXPERIENCE:
A high school diploma or GED equivalent is required.
Plus, two (2) or more years of experience in bank operations, new accounts, or credit assistant/loan positions.
Banking industry knowledge including Credit Cards, Debit Cards, Deposit and Loan Products for Consumers, Small Business, and Commercial Clients.
WORK ENVIRONMENT:
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, scanners, filing cabinets, and fax machines. The noise level in the work environment is usually moderate. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is frequently required to stand; use hands to handle or feel; reach with hands and arms and talk or hear. The employee is occasionally required to walk and sit. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.
AT‑WILL EMPLOYMENT NOTICE:
I understand that, if hired, my employment with Bank of the Sierra is at‑will, meaning that either I or the bank may terminate the employment at any time, with or without cause or advance notice, so long as the reason is lawful.
By submitting this application, you understand and agree to the at‑will notice.
Bank of the Sierra is proud to be an equal opportunity workplace and is an affirmative action employer committed to equal employment opportunities regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
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Greet new customers
Interview customers to obtain information and explain available financial and deposit services, consumer services, and online banking services
Discuss any limits, requirements, or fees associated with an account
Refer prospects and customers to other areas of the bank for additional services
Promote strong customer and client interactions, build relationships, participate in cross‑selling, and offer new products and services
Collect initial account deposit and process for customer
Rent safe deposit boxes and assist customers with safe deposit boxes
Maintain customer branch legal files, including MSB accounts
Ensure that all client information is confidential
Order checks and/or debit cards
Comply and stay up to date with applicable laws and regulations through compliance online training
Close CDs, IRAs, and Safe Deposit Boxes
Assist customers to complete consumer loan applications and forward applications to the appropriate department
Complete Chex Systems verification on new accounts
Answer questions in person or on the telephone and refer customers to other bank services as necessary
Demonstrate good risk management decisions, including displaying solid knowledge of guidelines for fraud prevention and robbery
May need to travel to another branch location to assist with coverage
Participate in qualifying CRA activities
Collect and review required documentation based on account ownership
Other duties as assigned
REQUIRED KNOWLEDGE, SKILL AND ABILITY:
To perform the job successfully, an individual should demonstrate the following competencies:
Excellent customer service skills, attentiveness, information retention, tact, and diplomacy in dealing with both customers and employees
Advanced written and verbal communication skills for maintaining good relationships with customers and addressing concerns promptly to increase customer satisfaction
Problem‑solving skills for identifying and addressing customer concerns
Detail‑oriented, high degree of accuracy
Multitasking skills for handling multiple clients and their accounts
Excellent computer skills to enable the use of online programs, account and record management
EDUCATION AND EXPERIENCE:
A high school diploma or GED equivalent is required.
Plus, two (2) or more years of experience in bank operations, new accounts, or credit assistant/loan positions.
Banking industry knowledge including Credit Cards, Debit Cards, Deposit and Loan Products for Consumers, Small Business, and Commercial Clients.
WORK ENVIRONMENT:
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, scanners, filing cabinets, and fax machines. The noise level in the work environment is usually moderate. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is frequently required to stand; use hands to handle or feel; reach with hands and arms and talk or hear. The employee is occasionally required to walk and sit. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.
AT‑WILL EMPLOYMENT NOTICE:
I understand that, if hired, my employment with Bank of the Sierra is at‑will, meaning that either I or the bank may terminate the employment at any time, with or without cause or advance notice, so long as the reason is lawful.
By submitting this application, you understand and agree to the at‑will notice.
Bank of the Sierra is proud to be an equal opportunity workplace and is an affirmative action employer committed to equal employment opportunities regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
#J-18808-Ljbffr