PasadenaCARecruiter Since 2001
the smart solution for Pasadena jobs

Customer Service Representative III, Retail Banking

Company: HomeStreet Bank
Location: Pasadena
Posted on: January 12, 2021

Job Description:

EO/AA Employer including Vets and DisabledQualified applicants with arrest and conviction records will be considered in accordance with legal requirements.Job Description SummaryPOSITION SUMMARY: This position is responsible for acquisition, retention and expansion of new and existing customer relationships. The Sr. CSR provides exceptional customer service by taking ownership of the customer experience from introducing the customer to HomeStreet Bank through profiling the customer, assessing their banking and borrowing needs, and recommending appropriate products based on a thorough knowledge of HomeStreet products and services. Provide a variety of teller services such as handling deposits, withdrawals, and maintaining accounts. Perform processing tasks such as making automatic transfers, updating records and balancing. At all times, provide superior customer service.Job DetailsPRIMARY FUNCTIONS :New Accounts/Sales Activities* Effectively interviews and profiles customers in order to recommend appropriate banking products and services.* Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience.* Processes complex transactions such as changing account ownership, living trusts, guardianship accounts, and estate assignments.* Originates consumer loans, acting as customer advocate to ensure prompt processing of consumer loans.* Opens and closes customer accounts including checking, savings, money markets, certificates of deposit, and IRAs.* Where appropriate, actively takes advantage of all sales opportunities, cross-selling bank products and services to new and existing customers, ensuring recommended products meet needs of customer. Makes referrals to other business units for non-banking products.* Participates in sales programs to generate new customers.* Must sell financial products and services to meet referral goals and performance evaluation/personal goals.* Maintains thorough knowledge of bank products and services.Service Activities* Sets an example for the CSR staff in the area of customer service and customer advocacy.* Actively listens to customers, and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact and diplomacy.* Supports branch lobby management.* Consistently demonstrates proficiency in providing exceptional customer service utilizing the STAR (Seamless, Trustworthy, Attentive, and Resourceful) qualities either in person or on the telephone.* Resolves difficult situations using the HEAL guidelines of Hearing out the customer, Easing the tension, Acting to improve the situation, and Leaving a positive impression.* Looks for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectation that makes them feel special.* Participates in two community events per year.Teller Activities* Performs daily teller services such as processing deposits, withdrawals, holds, loan payments, traveler's checks purchases, stop payments, telephone transfers, direct deposits, cash advances, sight drafts, verifications of deposit, ATM card requests, wire transfers and other related matters.* Balances cash drawer independently, maintains cash over and short record within HomeStreet's compliance policy.* May be assigned the control of the vault cash. Follows guidelines to maintain limits, meet cash shipment requirements, and balance daily.* Effectively performs project responsibilities as assigned such as processing and balancing ATM, balancing travelers' checks, daily branch balancing, Customer Information System input, branch supply orders, and monthly branch report generation.* Effectively assist other CSRs in the completion of work assignments and balancing.Operational Activities* Participates in branch audit functions.* Follows HomeStreet's policies and procedures and meet regulatory requirements.* Performs all other duties as required.QUALIFICATIONS:Minimum of 3 years job experience as a CSR/New Accounts Representative or equivalent, plus demonstrated ability in an operations area related to Bank or retail operations.Technical skills and experience to operate teller software, Word, Excel, and other bank-related computer programs.Strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner.Must be a self-starter, dependable, able to work within deadlines under pressure.Must possess excellent judgment, and the ability to accept responsibility and handle confidential information.Ability to work quickly and accurately, to analyze information and make decisions.Excellent written and oral communication skills are required.High school diploma or equivalent.PHYSICAL CONSIDERATIONS:Requires ability to operate teller and office equipment including computers, adding machines, telephones, typewriters, copy machines, fax machines, electronic credit card authorization terminals, and security devices.Requires physical exertion of up to 10 pounds of force occasionally (1/3 of the time) and a negligible amount of force frequently (up to 2/3 of the time) to lift, carry, push, pull or otherwise move self or objects. Frequent (up to 1/2 of the time) sitting. Walking, standing, bending and reaching occasionally and for brief periods of time.This Position Description may not be limited to the Functions and Requirements as outlined, now or in the future. For example, changes in corporate needs, position demands, or individual performance may result in changes to the Functions or Requirements of this position.AreaCustomer Service (Sales)

Keywords: HomeStreet Bank, Pasadena , Customer Service Representative III, Retail Banking, Other , Pasadena, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


High Demand For Quality Roofers - Get New Clients In Your Area
Description: Over 25 million homeowners have trusted HomeAdvisor 1800Contractor to help them find quality professionals with the expertise to turn their home improvement
Company: HomeAdvisor
Location: San Gabriel
Posted on: 01/19/2021

Project Managersultant
Description: Job--Title : Project Managersultant ExperienceLocation : Rosemead , CA 91770Duration : 18 Months ContractAbout Our Client: Our Client is a leading global professional services company, providing a broad (more...)
Company: ASK Staffing, Inc
Location: Rosemead
Posted on: 01/19/2021

Hiring Immediately: Coca Cola
Description: Easy Application
Company: Coca Cola.com
Location: Rosemead
Posted on: 01/19/2021


Make Deliveries with Our E-Bikes - Deliver with DoorDash
Description: Want to earn money, but don t have a car Deliver with DoorDash. We ll even set you up with an e-bikeWhat is DoorDashAvailable in over 4,000 cities in the U.S., Canada, and Australia, DoorDash is about (more...)
Company: Doordash
Location: Rosemead
Posted on: 01/19/2021

Amazon - Picker Packer - Immediate Hire (Eastvale)
Description: Warehouse Team Member Part-Time, Full-Time, Flexible Hours br br Shifts: br Overnight, Day, Evening, Weekend br br Location br Eastvale, Jurupa Valley, Mira Loma br Job opportunities (more...)
Company: Amazon Workforce Staffing
Location: Rosemead
Posted on: 01/19/2021

Pallet Wrapper
Description: Job DescriptionWe're hiring hard-working pallet wrappers to be a part of a great team at a large logistics company Responsibilities:
Company: Bluecrew
Location: Rowland Heights
Posted on: 01/19/2021

Deliver with DoorDash - Become a Dasher with our E-Bikes
Description: Want to earn money, but don't have a car Deliver with DoorDash. We'll even set you up with an e-bike br What is DoorDash br Available in over 4,000 cities in the U.S., Canada, and Australia, DoorDash (more...)
Company: Doordash
Location: San Gabriel
Posted on: 01/19/2021

Deliver with DoorDash - No Vehicle Required.
Description: Want to earn money, but don't have a car Deliverwith DoorDash. We'll even set you up with an e-bike What isDoorDash Available in over 4,000 cities in the U.S., Canada, andAustralia, DoorDash is (more...)
Company: Doordash
Location: San Gabriel
Posted on: 01/19/2021

Deliver with DoorDash - Become a Dasher with our E-Bikes
Description: Want to earn money, but don't have a car Deliver with DoorDash. We'll even set you up with an e-bike br What is DoorDash br Available in over 4,000 cities in the U.S., Canada, and Australia, (more...)
Company: Doordash
Location: San Gabriel
Posted on: 01/19/2021

Day Center Volunteer at Family Promise of San Gabriel Valley
Description: Provide volunteer weekend coverage of the day center. Complete basic administrative tasks and other agreed upon projects.
Company: Family Promise of San Gabriel Valley
Location: San Gabriel
Posted on: 01/19/2021

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

Pasadena RSS job feeds