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Hanmi Bank · 1 day ago

Senior Customer Service Associate

Dallas Branch, Dallas, TX, US

Full-time

Onsite

Senior Level

$38K/yr - $53K/yr

5+ years exp

Hanmi Bank is seeking a Senior Customer Service Associate responsible for managing financial transactions and ensuring compliance with banking regulations. The role includes training staff, approving payments, and promoting bank services to customers.

BankingFinancial Services

Responsibilities

May train employees in customer service and banking procedures

Approves checks for payment

Examines Customer Service Associates reports of daily transactions for accuracy

Consolidates and balances daily transactions

Ensures supply of money for financial institution's needs based on legal requirements and business demand

May allow customers access to safe deposit boxes, following specified procedures

Monitors and reviews financial institution's security procedures and control access to vault

Counts and records currency and coin in vault

Issues written and oral instructions

Studies and standardizes procedures to improve efficiency of subordinates

Prepares composite reports from individual reports of subordinates

Evaluates needs of potential customers and offers appropriate financial products and services

Promotes and cross-sells other establishment products and services as appropriate to customer requirements

Generates new business to assist in meeting establishment profitability goals

May also provide the bank's customers with personalized banking and new accounts services

Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions

Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action

Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values

Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct

Performs duties specific to the position and other functions as assigned

Qualification

Customer Service ExperienceCompliance KnowledgeBasic Math SkillsComputer ProficiencyTraining SkillsVerbal CommunicationWritten CommunicationInterpersonal SkillsProblem Solving

Required

High school diploma or equivalent; and a minimum of five years Customer Service Associate experience, OR any equivalent combination of experience and/or education from which comparable knowledge, skills and abilities have been achieved

Basic skills in computer terminal and personal computer operation, mainframe computer system, word processing, typing and spreadsheet software programs to meet the needs of the position

Basic math skills; ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs

Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees

Thorough understanding of management procedures; ability to plan department or Company activities (setting objectives, developing strategies, budgeting, and developing policies and procedures); initiative to organize various functions necessary to accomplish department or Company activities; effectively staff (selecting, training and developing employees); directing employees towards the desired objectives (delegating, motivating, resolving problems); controlling the function (developing performance standards, measuring results, taking corrective action and rewarding employees as appropriate)

Ability to deal with complex problems involving multiple facets and variables in non-standardized situations

Ability to work with no supervision while performing duties