Customer Service - Banking

Johnson Service Group (JSG) is seeking a Customer Service Representative for a Retail Bank in Goleta, CA.

Monday- Friday- OnSite

Hourly : $20.00 per hour

In this role, you will independently perform basic to moderately complex banking transactions. Actively assist customers with transactions and offer referrals for additional products and services.

Deliver excellent customer service with a high attention to detail. Responsible for the sales and servicing of all bank products and services.

Work with the sales team to achieve personal goals in the areas of deposit, business relationship and consumer relationship growth.

What you will do :

Perform routine teller transactions and works directly with clients. Work quickly to service clients waiting in line but maintains close attention to detail.

Responsible for maintaining and balancing a cash supply for transactions performed.

• Adhere to all cash handling policies and procedures and balances cash at the end of each shift.
• Accept, verify, and process basic to more complex client transactions according to established procedures and security guidelines.

Transactions include deposits, withdrawals, check cashing, payments, book transfers, and transactions received through the mail or the night drop.

• Assist customers with account reconcilement, copies of statements and checks, check orders; account closure, and safe deposit entrances.
• Represent the Bank and its products and services with pride and enthusiasm. Identify customer needs, provide information on products and services.

Build awareness of new products and services, and identify customer needs to capitalize on the business referral opportunities.

Provide additional information to customers regarding bank’s special promotions.

Review client transactions for red flags and fraudulent items. Maintain awareness of current criminal scams used against banking clients.

Prevent clients from becoming victims of fraud. Refer customers to Branch Management and the proper department for issues that cannot be resolved at the teller line.

Gathers data and processes various reports and forms (e.g., Currency Transaction Reports, Reg CC, holds, overdraft, etc.

to ensure compliance with Bank policies and procedures, Bank Secrecy Act / Anti-Money Laundering and regulatory compliance programs.

Keep a clean, organized work area and a professional appearance. Complete required compliance training in a timely manner.

Participate in branch, Region, and Bank campaigns.

Who you are :

• High School Degree / GED required
• Minimum of 1 year cash handling experience required in a customer facing role or banking experience.
• Excellent interpersonal skills (verbal and written), attention to detail, and customer service.
• Regular and predictable attendance required.
• Ability to problem solve and provide solutions to customer issues with resources available.
• Work independently and collaborate effectively as a team member.
• Ability to understand client requests for additional products and services and make appropriate referrals.
• Advise clients of additional products and services and make appropriate referrals.

Johnson Service Group (JSG) is an Equal Opportunity Employer. JSG provides equal employment opportunities to all applicants and employees without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, marital status, protected veteran status, or any other characteristic protected by law.