Client Service Representative I at Heritage Bank… · Los Gatos

Summary: Heritage Bank of Commerce is dedicated to providing excellent banking services, and they are seeking a Client Service Representative I to manage customer transactions and inquiries. The role focuses on delivering exceptional customer service while ensuring compliance with banking operations and regulations. 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 Required Qualifications: - High school diploma or general education degree (GED) - Minimum of six months 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 Preferred Qualifications: - Cash handling and/or customer service experience - Knowledge of Microsoft Word and Excel Required Skills: Cash handling, Customer service, Microsoft Word, Microsoft Excel, Banking operations knowledge, Compliance knowledge, Effective communication, Customer focused attitude