Client Services Representative, Sunnyvale

Client Services Representative
Responsible for delivering exceptional customer service to our banking customers.
The Client Services Representative must go beyond handling customer transactions in a timely and professional manner, to engage customers and optimize ways to maximize their banking experience.
Cross-sells bank products and processes customer transactions including but not limited to deposits, withdrawals, check cashing, remittances, and opening of new accounts.
Complies with Federal and state laws and follows Bank policies and procedures.
Essential functions include processing transactions timely and accurately, developing strong knowledge of bank products and services, operating cash drawer in accordance with bank cash limits, opening and closing customer accounts, achieving high-level professional standards with work processes and outcomes, contributing to the fulfillment of department and bank objectives and goals, ordering, receiving, verifying and distributing cash, admitting customers to safe deposit boxes, leveraging tools and resources to ensure accurate and consistent information of bank products and services, researching customer inquiries and ensuring satisfactory resolution, actively taking advantage of all sales opportunities, cross-selling bank products and services, maintaining proper security controls regarding currency and negotiable instruments, supporting Bank compliance efforts, performing duties to ensure proper identification and information gathering of all parties subject to SBIC's Customer Information Program (CIP) and Customer Due Diligence Programs, reviewing reports to detect Suspicious Activity and filing required reports to the BSA Officer or designee as found, adhering to Bank policies and procedures and complying with all United States Federal and State Regulations, detecting Suspicious Activity and filing required reports to the BSA Officer or designee as found, and performing other duties assigned by the supervisor or branch manager that are appropriate to the position.
Regular and punctual attendance is required.
Requirements include a High School diploma or equivalent and minimum 1 year related and/or training in banking or high-volume cash handling.
Skills and knowledge include excellent client service and communication skills, knowledge of Federal Banking regulations pertaining to customer accounts, experience with FIS core banking application or other banking software, being well organized and self-driven to meet deadlines, demonstrated ability to follow policies and procedures with written instructions as well as verbal instructions or directions from the manager, and ability to work branch hours, including weekends and some evenings.
Location: Sunnyvale, CA Onsite Full Time $***** - $***** per hour