Customer Services Representative- Lodi - Bank of the West (Lodi, CA)

Job Specifications Req Education or Equivalent Experience o High School or equivalent combination of training and experience Required Experience o 1 - 2 1/2 years teller or cash handling experience Field of Experience o Good knowledge of bank products and services o Proficient in moderately complex branch transactions and processes using branch systems Representative Duties o Process Customer/ATM/Night Drop Deposits o Cash Checks/Savings Withdrawals o Process Credit Card Cash Advances o Process TT & L Payments o Sell Travelers Cheques, Money Orders, Cashiers Checks o Sell and Redeem Savings Bonds o Place Stop Payments, Special Instructions, and Deposit Holds o CTR/MIL Completion o Complete Wire Transfer Form o Safe Deposit Entrance Procedures o Filing (Signature Cards/Reports) o Prepare Bank Work Bag for Pick Up o Product Knowledge o Referral Tracking System (RTS) o IS View o E-Vision o Sell Foreign Drafs o Foreign Exchange o End of Day Cash Advance Settlement o End of Day TT & L Settlement o Dual Custodian ATM/Night Drop o Wire Transfer CalcKey User o Pin ATM Cards o New Account Maintenance (order checks, change address etc.) o Reports (Savings OD, Overdraft, Safe Deposit) Administrative/Technical Skills o Customer service skills o Answers telephone and screens calls o Balance figures o Calculator o Filing and typing documents o Operate a ten-key adding machine o Perform math and analysis o Photocopier o Use fax machine o Detail orientation o Computer terminal Level Supervised o No supervisory responsibility ) Physical Requirements o Sedentary Work: lifting a maximum of 10 pounds, frequent standing/walking The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. Source:

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