Customer Service Representative - Walnut Creek Banking Center

This full-time position is located on-site at our Walnut Creek Banking Center. In addition to a competitive base wage, CSB offers a wide variety of employee benefits listed below.

Summary: Provide exceptional service to our customers and prospects, complete transactions, grow customer portfolios and strengthen community relations with the Banking Center.

Essential Functions: Essential duties and responsibilities include the following; however, other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Serve our customers in a professional and caring manner:
  • Adhere to CSB Customer Service & Retail Ready! Standards
  • Follow CSB’s professional standards of dress and conduct.
  • Build rapport with customers by asking quality questions to help meet their needs
  • Demonstrates a commitment to CSB’s vision, mission, and core values and seeks to align one’s behavior in such a way that gives these foundational principles the best chance at becoming a reality.
• Project a positive image of CSB:
  • Promote CSB by participating in community activities
  • Represent CSB through professional and courteous conduct.
• Execute service & sales initiatives to support growth in customer portfolios:
  • Utilize relationship banking principles during customer interaction
  • Understand and have the ability to explain the features and benefits of all banking products and services
  • Recommend products and services that fit the needs of the customer
  • Engage customers and prospects to gain an understanding of their individual banking needs and provide those services as determined
  • Establish new deposit accounts according to Retail Services Handbook guidelines
  • Track new and closed accounts monthly and report findings to Banking Center Manager
  • Guide and educate customers in setting up and maintaining all electronic banking services including online, mobile, and text banking
  • Review the Doc Tracking System and correct outstanding items
  • Process account maintenance as requested by customers following established procedures as outlined in the Retail Services Handbook
  • Complete new account customer engagement reviews and phone calls
  • Develop relationships with CSB business partners including lenders, cash management, trust & brokerage officers
  • Contact customers, businesses, and community and civic organizations to promote goodwill and generate new business
• Operate the teller line within CSB established guidelines for providing excellent customer service and maintaining a productive workspace:
  • Complete customer transactions as outlined in the Retail Services Handbook while adhering to bank-wide policies and procedures
  • Maintain cash drawer within acceptable limits as outlined in Bank-wide Policies and Procedures
  • Balance cash drawer at end of every banking day
  • Assist customers in accessing safe deposit boxes
  • Provide customer referrals to bank personnel as appropriate
  • Scan proof work to Deposit Operations throughout each day
  • Perform end of day duties as needed, such as utilities and cash advance item reconciliation
• Manage Banking Center cash vault as needed:
  • Maintain proper supply of cash in vault
  • Prepare cash counts and audits as needed by Bank-wide Policies and Procedures
  • Maintain supply of official checks and money orders
• Count and balance cash in automated teller machines (ATM)
• Balance and complete regular maintenance on coin machine
• Assist Banking Center Manager in opening and closing the Banking Center
• Demonstrates a commitment to CSB’s vision, mission, and core values and seeks to align one’s behavior in such a way that gives these foundational principles the best chance at becoming a reality.

Education: A high school diploma or general education degree (GED) is required.

Summary of Employee Benefits:

• Competitive base wage
• Incentive compensation and profit sharing
• Comprehensive benefits including medical, dental, vision, short- and long-term disability, and group life insurance – (plan and/or benefits eligibility requirements apply)
• Paid time off for vacation, illness, bereavement, and jury duty
• 401(k) with an employer match and on-site advisers
• Employee Assistant Program (EAP) with free access to mental health resources
• Comprehensive wellness program with financial incentives to promote a healthy lifestyle
• Training and professional development opportunities to help you reach your long-term goals
• Paid holidays available immediately upon hire
• Volunteerism opportunities to give back to our local communities

The Commercial & Savings Bank is an Equal Opportunity Employer.