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Heritage Bank of Commerce · 19 hours ago

Client Services Representative II

Palo Alto, CA

Full-time

Onsite

Entry Level

$17.53/hr - $29.22/hr

1+ years exp

Heritage Bank of Commerce is committed to diversity and inclusion, and they are seeking a Client Services Representative II. This role is primarily responsible for handling customers’ depository transactions and inquiries while providing exceptional customer service.

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

Conduct teller transactions accurately and efficiently:

Manage assigned cash drawer within Bank policy and procedures

Process teller transactions accurately and efficiently

Performs all other duties and special projects as assigned

Qualification

Customer serviceCash handlingMicrosoft WordMicrosoft ExcelProfessionalismEffective communicationInterpersonal skills

Required

High school diploma or general education degree (GED)

Minimum of one year of related 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