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Heritage Bank of Commerce · 1 day ago

Client Services Utility Banker I

San Mateo, CA

Full-time

Onsite

Entry Level

$20.51/hr - $34/hr

1+ years exp

Heritage Bank of Commerce is a financial institution seeking a Client Services Utility Banker I. The role involves providing customer service, conducting banking transactions, and supporting branch operations within a specified region.

Banking

Responsibilities

Provide exceptional customer service to all clients, prospective clients and Bank employees, in person, by email, and 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: Follow proper procedures to mitigate risk to the bank Follow bank policies and banking regulations Conduct daily review of specified reports as required Complete operations work accurately and efficiently

Provide utility coverage in specified region(s): Perform and complete in a timely manner any projects assigned by the Regional Operations Manager Support branches within specified region(s) with all aspects of daily operations as needed

Conduct new account openings accurately and efficiently: 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 Build and maintain partnership with relationship management team and internal departments 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

Conduct teller transactions accurately and efficiently: Manage assigned cash drawer within Bank policy and procedures Assist supervisor with training new team members if needed

Perform all other duties and special projects as assigned

Qualification

Banking experienceCash handlingCustomer serviceMicrosoft WordMicrosoft ExcelEffective communicationCustomer focused attitude

Required

High school diploma or general education degree (GED)

Minimum of one year of banking experience

Effective communication skills in presenting information in one-on-one and small group situations to customers and other employees of the organization

Displays a customer focused attitude with the ability to engage customers, build personal connections, and exhibit professionalism

Ability to travel to branches within specified region(s) is required