What are the responsibilities and job description for the Client Services Banker I position at Heritage Bank of Commerce?
Posting Date: 11/25/2022
Location: Pleasanton, CA
Requisition #: HBC 22-92
Department: Branch Operations
Please indicate the requisition number when applying for this role.
Job Summary:
The Client Services Banker I is the employee in the branch who is primarily responsible for opening new accounts, handling customers’ depository transactions (cash and non-cash teller transactions) and responding to client inquiries.
Pay range: Base Compensation is dependent upon role, experience, and skill set: Min- $19.24/hr Max- $32.06/hr
Primary Responsibilities:
Provide exceptional customer service to all clients, prospective clients and Bank employees, in person, by electronic mail, and on the phone. Interact and establish rapport with all clients that conduct business in the branch. Display outstanding interpersonal skills and maintain a professional image at all times. Maintain a working knowledge of banking operations as it applies to the position. Possess a high level of knowledge and understanding of all Bank products and service fees in order to meet client needs and/or refer them to the appropriate department. Possess a high-level understanding of account ownerships and the supporting documentation required by regulatory and bank procedures. Accurately input account information in the applicable computer programs as part of the new account process. Process with accuracy, all teller transactions as applicable in a timely manner. Manage assigned cash drawer within Bank policy and procedures. Assist supervisor with training new tellers as needed.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. High school diploma or general education degree (GED); or one to two years related experience and/or training; or equivalent combination of education and experience.
Compliance Responsibilities:
The employee is responsible for ensuring compliance with all aspects of job-related laws and regulations and must maintain current compliance knowledge by attending compliance related training seminars and staff meetings and by reading pertinent compliance related materials.
Job related laws and regulations include but are not limited to the following: Bank Secrecy Act (BSA); Office of Foreign Asset Control (OFAC); Vendor Management; Information and Data Security; and SEC regulations related to corporate governance and disclosure.
Benefits:
Competitive salary, bonus plan, medical, dental, group life & long-term care insurance, vision care reimbursement, 401(k), and tuition reimbursement program, and a health club allowance.
Salary : $19 - $32
