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Customer Service Representative - Retail Banking job in Oakland at Akorbi

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Customer Service Representative - Retail Banking at Akorbi

Customer Service Representative - Retail Banking

Akorbi Oakland, CA Full Time
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Processes various financial transactions and sells financial products and services. Strives to retain present clients and develops new business by extending high quality and efficient Customer Service. Understand the needs of customers and promote additional services or products to customers as warranted.


·         Represents the bank personably, efficiently and tactfully while in contact with the customer either face-to-face or by telephone.

·         Greets customers and thanks them as they leave.

·         Cross-sells bank products and services including loan and investment referrals.

·         Facilitates daily financial transactions including opening checking, savings, IRA and various types of depository accounts, contacting customers with maturing certificates, processing deposits, withdrawals and check cashing etc.

·         Balances and verifies daily cash including ATM transaction entries.

·         Understands and complies with bank policies and procedures.

·         Assists customers with questions and concerns on accounts.

·         Assists other Customer Service Representatives with balancing, solving problems as needed.

·         Orders daily supply of cash and counts incoming cash.

·         Monitors branch for clean, orderly appearance.

·         Assists branch operations in implementing new policies and procedures in the branch system.

·         Maintains good attendance record and arrives to work in a timely fashion.

·         Must be able to work Saturdays.

·         Other duties may be assigned.



·         High school diploma or general education degree (GED); and Customer Service experience and/or training; or equivalent combination of education and experience. Bachelor degree or 4 years college degree is a plus.

·         Cash handling ability, capable of handling multiple projects effectively.

·         customer service skills are preferred.

Fluency in Cantonese or Mandarin is required

Recommended Skills

  • Balancing (Ledger/Billing)
  • Mandarin (Language)
  • Cantonese (Language)
  • Investments
  • Finance
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