Customer Service Officer

Description

Who We Are

Five Star Bank is a high performing $3.6 Billion community business bank operating through 8 offices - 4 in the Capital Region, 3 in the North State, and a new office 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 Customer Service Officer is responsible for providing exemplary service to customers and helping manage the daily activities of the branch, which includes opening new accounts, processing deposits and withdrawals transactions, and managing the teller cash drawer. In the absence of the Branch Manager, the Customer Service Officer will fill in and complete their daily duties. 

Essential Job Functions

• Process all deposits and withdrawals transactions
• Open new accounts
• Completes daily tasks in a timely matter
• Determines source and resolution of problems through examination of various documents and records
• Approves transactions and utilizes signing authority within delegated limits
• Responsible for using good judgment and bank regulations to report unusual and suspicious activity to the BSA Officer or Designee
• Assists operations staff and management with development and implementation of new policies and procedures
• Process all courier/mail/ATM and night drop deposits
• Process all over the counter deposits and withdrawals
• Process telephone/fax transfers, wire transfers, and loan payments
• Balances teller cash drawer
• Complete research requests for Customers
• Reconcile Ban Control accounts daily
• Balances Teller Cash drawer daily and Branch Cash Recap
• Comply with all Anti-Money Laundering Laws and Regulations
• Complete file maintenances and changes of addresses
• Order Checks and Deposit slips
• Review call back for accuracy
• Open new accounts for personal and businesses
• Obtain CIP and proper business documents
• Verify monthly certifications

Additional Tasks in the Absence of the Branch Manager

• Verifies and maintains GL and Ban Control balances
• Completes daily NSF/Non-Post Items
• Completes daily reports
• Orders cash for the branch & manages shipments
• Approve deposits
• Approve Cash Limits
• Places Reg CC holds and prepare documents
• Approve outgoing wires
• Review RDC
• Review Oasis

Requirements

• At least 2 years of banking experience
• At least 2 years of customer service experience
• 6 months of cash handling experience
• High School Diploma or GED

Competencies

• Customer/Client Focus
• Personal Effectiveness/Credibility
• Problem Solving/Analysis
• Teamwork Orientation
• Initiative
• Stress management/Composure
• Organizational Skills
• Technical Capacity

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

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. Days and hours of work are Monday through Friday, 8 a.m. to 5p.m. Occasional overtime may be required 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 st