Senior Customer Service Officer
Who We Are
Five Star Bank is an award-winning and high performing $5.0 Billion community business bank operating through 10 offices - 4 in the Capital Region, 3 in the North State, 2 in the San Francisco Bay Area, and 1 in the Central Valley, as well as administrative offices in Newport Beach and Downtown Sacramento. With an emphasis on commercial real estate and small to medium sized businesses, we partner with organizations to help them be successful by providing highly customized banking solutions. Organizations bank with us because of our entrepreneurial and empathetic spirit, speed to serve and deep connection to our market. And they trust us.
Position Overview
As a Senior Customer Service Officer, you will support daily branch operations while delivering an exceptional client experience. Your responsibilities will include processing deposits and withdrawals, managing cash transactions, and assisting customers with their banking needs. You will play a key role in enhancing customer satisfaction and maintaining the integrity of our banking operations.
Essential Job Functions
- Process deposits, withdrawals, and all account transactions
- Open new accounts and perform account maintenance
- Complete daily tasks in a timely matter
- Resolve issues by examining relevant documents and records
- Approve transactions within delegated limits and report suspicious activities to the AML Officer
- Assist operations staff and management with development and implementation of new policies and procedures
- Handle courier/mail/ATM and night drop deposits
- Process telephone/fax transfers, wire transfers, and loan payments
- Balance teller cash drawer daily and Branch Cash Recap
- Reconcile Ban control accounts daily
- Complete research requests for customers
- Comply with all Anti-Money Laundering Laws and Regulations
- Complete file maintenances and changes of addresses, and order checks and deposit slips
- Expected to act in the capacity of a senior leader within the branch and bank
- Provide branch coverage as needed for vacations, leaves or in any event that would cause an office to have less than the minimum number of people required to operate for the day
Additional Tasks in the Absence of the Branch Manager
- Verify and maintain GL and Ban Control balances
- Complete daily NSF/Non-Post Items and reports
- Order cash for the branch & manages shipments
- Approve deposits, cash limits, and outgoing wires
- Place Reg CC holds and prepare documents