Banking Services Specialist - Personal Banker

Job Description

Job Description

Banking Services Specialist-Personal Banker

Bank of the Orient is an independent Asian Community Bank that has proudly served the financial needs of multiple Bay Area communities for over 55 years and the Sugar Land, Texas area. We are well known for our commitment to providing the highest level of personal service to our customers; we take a personal interest in our communities' unique banking needs, we are dedicated to providing integrity in banking and financial services, we provide high quality dependable service by being accessible and reliable. We are committed to excellence in everything we do.

We have an opening for a Banking Services Specialist (Personal Banker) for our Millbrae Branch in Millbrae. Ideal candidate will have a successful audit record for managing the daily operations-oriented functions at a retail branch; demonstrated track record in managing teller operations and new accounts, and possess thorough knowledge of bank compliance rules and regulations.

ESSENTIAL DUTIES:

The Banking Services Specialist’s duties will include (but is not limited to):

·         Provide support and overrides to teller lines.

·         Assists in training Universal Banking Representatives in operational duties.

·         Open new accounts with customers, cross-sell and respond to inquiries about account types and services.

·         Submit new accounts for review in a timely manner and follows up on any required corrections.

·         Perform maintenance on customer accounts and follows bank procedures on record-keeping for new accounts.

·         Handle customer complaints and inquiries in a professional and timely manner, referring to internal resources as necessary.

·         Coordinate with ABM to meet branch goals by promoting bank products and services to customers.

·         Assists ABM in ensuring the branch maintains maximum operational efficiency and security, and compliance with all bank policy and procedures along with applicable laws and banking regulations.

·         Prepare weekly, monthly, and quarterly reports in a timely and accurate manner.

·         Assists in keeping branch security system in good working order and updates staff about security procedures and policies, including maintaining the proper levels of working cash and cash reserves.

·         Actively works with customers to understand each customer’s normal account activity.

·         Cross-sells Bank’s products and services.

·         Assists as a backup to the ABM in their absence.

REQUIREMENTS:

·         Requires 2 years college level courses or equivalent work experience.

·         Minimum 2 years’ experience in all phases of retail bank operations.

·         Minimum 1 year New Account experience.

·         Notary Public designation.

Bilingual in Chinese prefer.

The candidate will be subject to investigation through credit checks, reference checks, background checks and fingerprinting checks performed at the time permissible under relevant law.

Email resume to: View email address on ziprecruiter.com

Visit our website at: for additional information.

Bank of the Orient is proud to be an Affirmative Action, Equal Opportunity Employer.