US
0 suggestions are available, use up and down arrow to navigate them
Customer Service Representative II (P...

Apply to this job.

Think you're the perfect candidate?

Customer Service Representative II (Part-time 20 hours/week), Retail Banking (Be

HomeStreet Bank Seattle, WA (Onsite) Full-Time
Salary Range:
$18.61 - $25.10
(Depending on knowledge, skills, abilities and location
Certain level jobs may be eligible for bonus, commission, and/or equity awards.)

Posting Date:
November 5, 2024
This job will be open and accepting applications for a minimum of three days from the date it was posted.

Benefits* worth writing home about:

Medical, dental, and vision coverage for employees and their families
Life, disability and family Leave
401(k) and Roth 401(k) with employer match
Wellness program, employee assistance program, "Commute Trip Reduction" (CTR) and various employee discounts
Generous vacation, sick leave, 11 paid holidays, and 16 hours of paid leave every year for community service work
Free employee checking account and employee home loan discounts

*For eligible employees averaging 20 or more hours per week.

EO/AA Employer including Vets and Disabled.

Qualified applicants with arrest and conviction records will be considered in accordance with legal requirements.

If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household
Additional information about our data collection practices and location specific notices is available on our privacy policy.

California applicants may click this link Fair Chance Ordinance for Los Angeles County to see additional information.

Job Description Summary:
POSITION SUMMARY: This position is responsible for acquisition, retention and expansion of new and existing customer relationships
The CSR II provides exceptional customer service by taking ownership of the customer experience from introducing the customer to HomeStreet Bank through profiling the customer, assessing their banking and borrowing needs, and recommending appropriate products based on a thorough knowledge of HomeStreet products and services
Provide a variety of teller services such as handling deposits, withdrawals, and maintaining accounts
Perform processing tasks such as making automatic transfers, updating records and balancing
At all times, provide superior customer service.

Job Details:

ESSENTIAL FUNCTIONS:

New Accounts/Sales Activities

Effectively interviews and profiles new and existing customers in order to recommend appropriate banking products and services.
Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience.
Opens and closes customer accounts including checking, savings, money markets, certificates of deposit, and IRAs.
Where appropriate, actively takes advantage of all sales opportunities, cross-selling bank products and services to new and existing customers, ensuring recommended products meet needs of customer
Makes referrals to other business units for non-banking products.
Participates in sales programs to generate new customers.
Must sell financial products and services to meet referral goals and performance evaluation/personal goals.
Maintains thorough knowledge of bank products and services.

Service Activities

Actively listens to customers, and maintains a friendly, positive, professional attitude
Resolves difficult situations with creativity, tact and diplomacy.
Supports branch lobby management.
Consistently demonstrates proficiency in providing exceptional customer service utilizing the STAR (Seamless, Trustworthy, Attentive, and Resourceful) qualities either in person or on the telephone.
Looks for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectation that makes them feel special.
Participates in two community events per year.

Teller Activities

Performs daily teller services such as processing deposits, withdrawals, holds, loan payments, stop payments, telephone transfers, direct deposits, cash advances, verifications of deposit, Debit card requests, wire transfers and other related matters.
Balances cash drawer independently, maintains cash over and short record within HomeStreet's compliance policy.
May be assigned the control of the vault cash
Follows guidelines to maintain limits, meet cash shipment requirements, and balance daily.
Effectively perform project responsibilities as assigned such as processing and balancing ATM, daily branch balancing, Customer Information System input, branch supply orders, and monthly branch report generation.
Effectively assist other CSRs in the completion of work assignments and balancing.

Operational Activities

Participates in branch audit functions.
Follows HomeStreet's policies and procedures and meet regulatory requirements.
Performs all other duties as required.

QUALIFICATIONS:

Minimum of 2 years cash handling and customer service experience
Banking experience preferred.

Some experience in opening new deposit accounts preferred.

Demonstrated success in cross-selling banking services and products.

Strong customer relations skills and ability to communicate and work well with employees and customers in a cooperative, positive manner.

Excellent written and oral communication skills are required.

PC experience required
Word, Excel and teller/bank software preferred.

Must be a self-starter, dependable, able to work within deadlines under pressure.

Must possess good judgment, and the ability to accept responsibility and handle confidential information.

Ability to work quickly and accurately, to analyze information and make decisions.

Willingness to assume additional responsibilities/duties/projects as they arise.

High school diploma or equivalent.

Requires ability to operate teller and office equipment including computers, adding machines, telephones, typewriters, copy machines, fax machines, electronic credit card authorization terminals, and security devices.

Requires physical exertion of up to 10 pounds of force occasionally (1/3 of the time) and a negligible amount of force frequently (up to 2/3 of the time) to lift, carry, push, pull or otherwise move self or objects
Frequent (up to 2/3 of the time) sitting
Walking, standing, bending and reaching occasionally and for brief periods of time.

This Position Description may not be limited to the Functions and Requirements as outlined, now or in the future
For example, changes in corporate needs, position demands, or individual performance may result in changes to the Functions or Requirements of this position.

Area:
Customer Service (Sales)

Equal Employment Opportunity Equal employment opportunity is a fundamental HomeStreet belief
We practice fair and equal treatment for everyone, regardless of race, color, national origin, ancestry, religion, creed, political ideology, gender, marital status, sexual orientation, age, or the presence, history or perception of having any sensory, mental or physical disability, genetic information, or protected veteran status
In addition, we ensure compliance with federal, state and local laws governing nondiscrimination in employment
This philosophy applies to all terms and conditions of employment, including hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Recommended Skills

  • Audio Equipments
  • Auditing
  • Commercial Banking
  • Communication
  • Confidentiality
  • Customer Experience

Apply to this job.

Think you're the perfect candidate?

Help us improve CareerBuilder by providing feedback about this job: Report this job

Job ID: b909096202db4aeb895272997f7d27b6

CareerBuilder TIP

For your privacy and protection, when applying to a job online, never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction. Learn more.

By applying to a job using CareerBuilder you are agreeing to comply with and be subject to the CareerBuilder Terms and Conditions for use of our website. To use our website, you must agree with the Terms and Conditions and both meet and comply with their provisions.