<span>Client Services Utility Banker II</span>

$45,365 - $75,629/Yr

Heritage Bank Of Commerce - San Francisco, CA

Full-time

San Francisco, CA

Credit Intermediation and Related Activities

About the position

The Client Services Utility Banker II is responsible for providing coverage in specified regions, including roles such as teller, new accounts representative, and receptionist. This position focuses on servicing customers with depository transactions, opening and maintaining accounts, and supporting sales staff as needed. The role requires exceptional customer service skills and a thorough understanding of banking operations and compliance regulations.

Responsibilities

• Provide exceptional customer service to all clients, prospective clients, and Bank employees, in person, by email, and 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 and adhere to bank policies and regulations.
• Conduct daily review of specified reports as required.
• Complete operations work accurately and efficiently.
• Provide utility coverage in specified region(s) and perform any projects assigned by the Regional Operations Manager.
• Support branches within specified region(s) with all aspects of daily operations and back-up supervisory duties as needed.
• Conduct new account openings accurately and efficiently, possessing a high level of knowledge of all Bank products and service fees.
• Build and maintain partnerships with the relationship management team and internal departments.
• Accurately input account information in applicable computer programs as part of the new account process.
• Conduct teller transactions accurately and efficiently, managing 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.

Requirements

• High school diploma or general education degree (GED).
• Minimum of two years of banking experience.
• Cash handling, customer service, and new account experience preferred.
• Knowledge of Microsoft Word and Excel preferred.
• Effective communication skills in presenting information in one-on-one and small group situations to customers and other employees.
• Displays a customer-focused attitude with the ability to engage customers and build personal connections.
• Ability to travel to branches within specified region(s) is required.