Customer Service Representative I/Ii

Community West Bank Goleta , CA 93117

Posted 2 months ago

At Community West Bank. we put deposits to work locally, making loans to businesses, families and non-profit organizations. We are the largest publicly traded and only community bank headquartered and serving California's Central and South Coast areas of Venture, Santa Barbara and San Luis Obispo Counties, with full service branches in Goleta, Oxnard, Paso Robles, San Luis Obispo, Santa Barbara, Santa Maria, Ventura and Westlake Village. We were named one of the Central Coast Best Places to Work by the Pacific Coast Business Times, and we love working here and think you may too!

As an integral member of the Relationship Banking Team for Community West Bank, this position will provide extraordinary customer service to our clients, prospective clients, and internal team members in a professional and timely manner, setting an example to elevate and embody the Bank's Statement of Values and dedication to quality and service. This position will have direct responsibility as a Relationship Banking Team member to assist in the accomplishment of the Department's Business Plan goals and objectives that will provide for a high performance culture that emphasizes empowerment, quality, productivity, ethical standards, goal attainment and the ongoing development of CWB's vision to become the bank of choice providing an unparalleled customer experience for our customers, employees, and community.


Customer Service Representatives offer all banking products and services to clients and prospects. This position performs teller transactions in compliance with regulatory and bank policies and procedures, adherence to bank security policies and confidentiality of bank records and customer information. Identifies and promotes sales referrals, recommends alternate channels, cross-sells bank services and products, provides excellent customer service. Duties may include, and are not limited to check cashing, processing deposits, checking and savings withdrawals, ATM processing, loan payment processing, safe deposit, merchant/vault, bonds and coupons, foreign currency exchange, night drop and the on-boarding/ opening of a variety of account products. CSR levels 3 and 4 may also open new accounts at various levels of complexity, refer cash management products, manage complex customer issues to full resolution, train other CSRs and be cross-trained to provide back up to the Customer Service Assistant position. This position performs all essential duties in compliance with regulatory requirements as well as Bank policies and procedures.

Essential Duties

  • Greets customers along with providing prompt, efficient and friendly customer service, establishing a service quality environment through courteous and professional attitude and appearance.

  • Listens to customers to build rapport and identify financial needs for referral to sales staff.

  • Performs routine office and customer service responsibilities, accepts retail and commercial checking and savings deposits; disburse funds through checking and savings withdrawals or cashing checks; posts transactions, and handles other client transactions as requested.

  • Solicits new business for the bank by identifying and responding appropriately to clues from customers for financial needs, linking the benefits to the customer's needs. Understanding of bank products and services. Explains terms, fees and other matters pertaining to the Bank's products and services to the customer.

  • Cashes checks for customers and non-customers under current check cashing policy, and after verification of signatures and customer balances.

  • May open new accounts at varying levels of complexity and cross-trains to back up the Customer Service Assistant position.

  • Gathers data and processes various reports and forms (e.g. currency transaction, Reg. CC, holds, overdrafts, etc.) to ensure compliance with bank policies, procedures, Bank Secrecy Act/Anti-Money Laundering and regulatory compliance programs.

  • Balances currency, coin, and checks in cash drawer at the end of each shift and compares total amounts with data displayed on computer screen.

  • Participates in branch and bank sales campaigns.

  • Assists in answering telephone or waiting on customers for operations, new accounts, and lobby as necessary and without prompting.

  • Transfers funds from one customer account to another.

  • Records customers' transactions into the computer, and issue computer generated receipts.

  • Meets response and resolution times as defined in service level agreements and/or service requests, and follows established processes to meet service level commitments

  • Completes all required regulatory training as assigned within deadlines established including BSA, Bank Security and any other training as assigned, within required timeframes and on an annual basis.

  • Performs all other duties as assigned by your supervisor.

Other Duties: This job description is not designed to cover or contain a comprehensive list of duties, responsibilities or activities that are required for this job. These duties, responsibilities and activities may change.

Community West Bank is an EEO/AA/Disability/Vets Employer. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

Experience and Skills

  • High School diploma or equivalent required. Minimum of 6 months of experience in customer service at a financial institution or similar environment. Prior cash handling experience. Knowledge of bank operations, bank products, and banking regulations pertaining to financial transactions.

  • Works under minimal supervision; receiving general to detailed instructions for new activities or special assignments.

  • Proven ability to handle customer issues with courtesy and professionalism.

  • Must possess excellent interpersonal skills and professionalism to represent the Bank to customers and to the general public as well as co-workers.

  • Must work well in a team environment.

  • Ability to protect and maintain confidential information

  • Professional in appearance and in verbal communication

  • Good Math aptitude - requires the ability to count cash/coin

  • Requires attention to detail and the ability to interpret a variety of instructions furnished in written and oral form.

  • Ability to comprehend and apply Bank policies and procedures in the work environment

  • Ability to be flexible and adaptable to deal with changing conditions and requirements

  • Ability to exercise good judgment in making decisions.

  • Ability to work independently and collaborate effectively as a team member.

  • Ability to operate a variety of office machines, including 10-key calculator, personal computer, photocopier, fax machine, scanner

  • Ability to travel to perform required duties (10-20%) dependent upon job level and as directed by supervisor or as needed.

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Customer Service Representative I/Ii

Community West Bank