Banking Customer Service Representative

Santa Maria, CA

Company Profile:

Founded on March 1, 2001, the Community Bank of Santa Maria has 2 branch offices in Santa Maria and is a full-service retail bank, offering traditional banking products to members of our community.  We take pride in our staff and provide a working environment that promotes professional and personal growth.  Community Bank of Santa Maria created an environment where employees assist and support each other and demonstrate a level of care that extends beyond their daily interactions in the workplace.  As such, this environment has resulted in decades of longevity of our employees within the bank.

Job Summary:

Reporting to the Central Operations Officer, the Customer Service Representative will provide phone support to our customers, in connection with our services.  The ideal candidate will be able to troubleshoot customers’ and internal staff issues and inquiries in finding the best solution, in the in the most effective manner.   The candidate will also cross-train as a Teller and be able to rotate with the Teller team on a Saturday, as needed.

Duties / Responsibilities:

Assume daily responsibility for time-sensitive tasks, in addition to a variety of back-end operations tasks;

Ability to provide exceptional customer / internal staff support, to include answer and resolve  bookkeeping issues; provide general and technical support in connection with electronic banking products/services (online banking, cash management, Bill Pay, ACH origination, etc.); process  remote deposits, processing incoming/outgoing wires;

Cross-train as a Teller to provide branch coverage, when needed;

Address customer / internal staff questions/complaints and provide solutions to the issues;

Provide information on bank’s products / services and educate customers about self-service options;

Authenticate external callers to ensure customer and bank protection;

Following each call, complete data entry into the internal system to note customer / internal staff problem and resolution;

Escalate customer requests to appropriate person within the bank, for more complex issues;

Remain current on banking product knowledge and administrative requirements;

Other duties as assigned. 

Qualifications: 

At least high school diploma / GED;

2+ years of experience with bank operations, preferred;

Exceptional oral and written communication and interpersonal skills;

Exemplary time management, organizational, problem-solving, attention to detail, high level of accuracy, multi-tasking, critical thinking and customer service skills;

Ability to work effective alone and within a team environment;

Ability to learn new responsibilities / skills.

Compensation:

$20.00 - $25.00 per hour DOE, for this full-time, non-exempt position.

Benefits:

10  days of paid vacation annually, on an accrued basis from start date, during the 1st year and increasing incrementally thereafter;

6 days of paid sick time annually, allotted on January 1 in a lump sum, with a carryover not to exceed 90 days;

Medical, dental, vision, life and disability insurance paid 100% for the employee; dependent coverage at employee’s cost available through employee’s payroll deductions;

Simple IRA Plan, with up to 3% annual company match, not to exceed employee’s contributions;

11 paid public holidays annually.

Working Hours:

8:15AM – 5:15PM Monday – Thursday

8:15AM – 6:15PM - Friday

1 Saturday a month - 8:45AM – 12:15PM 

Location:

Santa Maria, CA – onsite position