Bilingual Rep, Personal Banking - FirstBank (California)
Description
A Personal Banking Representative assists customers by answering inquiries/requests, processing transactions, opening new accounts, and informing on products and services. A Personal Banking Representative is responsible for cross-selling the Bank’s products and balancing a cash drawer. The Representative will develop and maintain account relationships by providing solutions and resolving customer problems through quality customer service and product knowledge.
Essential Duties and Responsibilities
+ Assist customers with a wide range of inquiries and requests
+ Process deposits/withdrawals and redeem/negotiate cash instruments for consumer and commercial customers while maintaining a balanced cash drawer
+ Open new accounts and provide product/service information
+ Accept wire order agreements, stop payment requests, and dispute forms and send to appropriate departments for processing
+ Process transactions accurately and adhere to all compliance requirements
+ Review daily reports and perform maintenance on accounts
+ Recognize and develop opportunities for cross-selling FirstBank products and services
+ Sell bank products and meet company sales goals
+ Demonstrate knowledge and understanding of new account systems and account documentation requirements and disclosures
+ Perform entry and exit for safe deposit box customers, open and close safe deposit boxes, and follows safe deposit box policies and procedures
+ Perform other duties and projects as assigned by the market or region
+ Understand and comply with all provisions of the Safety in the Workplace policy
+ Hours can vary from 35-40/week
Supervisory Responsibilities
+ n/a
Minimum Qualifications of Position
+ Entry-level job with little to no prior relevant work experience in the function
+ English and Spanish Bilingual
Preferred Qualifications of Position
+ Cash handling and customer-service experience
+ Previous Banking experience
Knowledge and Skills
+ Good customer-service skills and the ability to work well with others
+ Basic mathematic and problem-solving skills
+ Comfortable in a sales environment
+ Detail-oriented with the ability to multi-task and change directions quickly
Working Conditions and Physical Requirements
+ Work is performed in an office environment with moderate noise levels and light to heavy traffic. An individual in this position:
+ Frequently remains stationary throughout a typical business day
+ Frequently operates a computer and other office machinery, such as a calculator, copy machine, and computer printer
+ Occasionally moves about inside the office to access file cabinets, office machinery, and other rooms
+ Occasionally positions self to access drawers and shelves of various heights
+ Frequently reaches for and handles paperwork and files
+ Constantly communicates with customers, coworkers, and management in-person and on the phone
+ Must be able to exchange accurate information
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)
* This article was originally published here