Senior Customer Service Officer (Floater)
Five Star Bank - CaliforniaAbout the role
Description
Who We Are
Five Star Bank is a high performing $4.2 Billion community business bank operating through 8 offices - 4 in the Capital Region, 3 in the North Valley, and 1 in San Francisco. With an emphasis on commercial real estate and small business we partner with organizations to help them be successful by providing highly customized banking solutions. Organizations bank with us because of our entrepreneurial and empathetic spirit, speed to serve and deep connection to our market. And they trust us.
Position Overview
The Senior Customer Service Officer assists the Branch Manager in overseeing daily branch operations, delivering exceptional customer service and supporting new accounts, problem resolution, and account servicing. This role includes managing the teller cash drawer and assumes Branch Manager duties in their absence. The individual in this role will need to be willing to travel through our entire Northern California footprint.
Essential Job Functions
- Expected to act in the capacity of a senior leader within the branch and bank
- Process deposits, withdrawals, and all account transactions
- Open new accounts and perform account maintenance
- Complete daily tasks in a timely matter
- Resolve issues by examining relevant documents and records
- Approve transactions within delegated limits and report suspicious activities to the AML Officer
- Assist operations staff and management with development and implementation of new policies and procedures
- Handle courier/mail/ATM and night drop deposits
- Process telephone/fax transfers, wire transfers, and loan payments
- Balance teller cash drawer daily and Branch Cash Recap
- Reconcile Ban control accounts daily
- Complete research requests for customers
- Comply with all Anti-Money Laundering Laws and Regulations
- Complete file maintenances and changes of addresses, and order checks and deposit slips
- Provide branch coverage as needed for vacations, leaves or in any event that would cause an office to have less than the minimum number of people required to operate for the day
Additional Tasks in the Absence of the Branch Manager
- Verify and maintain GL and Ban Control balances
- Complete daily NSF/Non-Post Items and reports
- Order cash for the branch & manages shipments
- Approve deposits, cash limits, and outgoing wires
- Place Reg CC holds and prepare documents
Requirements
Competencies
- Customer/Client Focus
- Personal Effectiveness/Credibility
- Problem Solving/Analysis
- Teamwork Orientation
- Initiative
- Stress management/Composure
- Organizational Skills
- Technical Capacity
Requirements
- At least 6+ year of Customer Service experience
- 3+ years of Supervisor experience
- 6 months of cash handling experience
- Familiar with the standard concepts, practices and procedures within the banking industry.
- High School Diploma or GED
- Willing to travel and cover the Five Star Bank footprint
Physical Demands
While performing the duties of this position, the employee is in regular communication, is required to use various tools or objects, and have the mobility to move about the office. The employee occasionally lifts and/or moves objects up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus.
Position Type/Expected Hours of Work
This is a full-time position with significant travel. Days and hours of work are roughly Monday through Friday, 8 a.m. to 5p.m. Overtime may be expected as job duties demand.
Other Duties
The purpose of the job description is to outline the duties and responsibilities for which the position is held accountable. The job description does not restrict the right of management to change, alter or reassign duties at any time with or without notice.
EEO Statement
Five Star Bank is an Equal Employment Opportunity (EEO) employer and is committed to creating and maintaining a work environment that is free from all forms of discrimination and harassment. The Five Star Bank EEO policy prohibits harassment or discrimination due to age, ancestry, color, disability, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, race, religious creed, sex (including pregnancy, childbirth, breastfeeding, and any related medical
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