Customer Service Representative
Company: Fresno First Bank
Posted on: May 13, 2022
At Fresno First Bank, we truly believe that our people are our
greatest asset - and we treat them as such. We offer exciting and
interesting opportunities for dedicated, hard-working
professionals. If you share our values and passion for providing
clients with opportunities to achieve their aspirations and
Teamwork: We all pitch in to provide the high caliber service our
customers deserve. We have to trust and rely on each other to
execute our work with purpose and efficiency - however difficult
the task might be. We are constantly thinking about the next step
and the next opportunity.
Relationships: Building mutually beneficial relationships is
crucial to the long-term success of our organization. By immersing
ourselves in the business ventures we empower, we come to
understand our customers as people with real human needs rather
than just numbers.
Authentic: We say what we mean, and we mean what we say. Internally
that means holding each other accountable and owning up to
mistakes. It also means being straight forward with customers.
Commitment: Our pride of ownership is strong. Every day, we bring
our best in order to support our customers and represent the
Employment with Fresno First Bank will allow you to earn
competitively, grow professionally and enjoy a collaborative and
compassionate culture that rewards good ideas, good work, and
The Customer Service Representative (CSR) is responsible to
accurately and efficiently perform branch customer service and
operational duties such as processing retail and commercial
deposits, withdrawals, wire transfers, and loan payments. This
position also promotes business for the Bank by maintaining good
customer relations and referring customers to additional Bank
Receives retail and commercial deposits and withdrawals; verifies
necessary documents are authorized and in proper form, makes
decisions when questionable items are presented, performs duties
within authorized limits.
Assures compliance with all Bank policies and procedures, as well
as, all applicable state and federal banking regulations.
Operates computer terminal to process transactions, review account
activity, determine balances, and resolve problems within given
Issues official checks, traveler's checks and savings bond
applications and performing night depository duties.
Cross-sells the Bank's other products and services, referring
customers to appropriate staff as indicated.
Performs safe deposit duties by controlling access and assisting
Receives and processes stop payment and hold orders, accepts loan
and installment payments.
Balances cash drawer daily and verifies cash being returned to the
Provides effective customer service and assists in resolving
problems within given authority.
Records, files, updates customer information, prepares wire
transfers and sorts mail or reports as required.
Answers telephones and directs callers to proper Bank
May gather data and process various reports (e.g., currency
transaction, returned items, overdrafts, callbacks, etc.)
Processes FICA payments, ATM deposits, certifications, change
orders and deposit slip corrections. May assist in opening and
closing the vault daily; assists in balancing vault currency and
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
Follows policies and procedures; completes administrative tasks
correctly and on time; supports the Bank's goals and values;
benefits the bank through outside activities.
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.
High school diploma or general education degree (GED) required;
Bachelor's degree preferred
1-2 years of pervious cash handling and customer service work
experience required. Banking experience preferred.
Computer skills; mainframe computer system; word processing and
Math skills; calculate interest and balance accounts; common
fractions and decimals; locate routine mathematical errors; count
currency, coin and negotiable instruments in a timely manner.
Effective oral, written and interpersonal communication skills with
the ability to carry out instructions, interpret documents,
understand procedures, and write reports and correspondence.
Ability to deal with routine problems; good organizational and time
Ability to work with general supervision while performing
Current California driver's license and a vehicle with appropriate
insurance coverage if required to drive in the course of performing
assigned duties and responsibilities.
Keywords: Fresno First Bank, Fresno , Customer Service Representative, Sales , Fresno, California
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