Apex Systems

Job#: 2076088

Job Description:

Branch Service Representative

Onsite (Encinitas, CA)

JOB SUMMARY:

Under the direct management of the Branch Manager, the Branch Service Representative II will process operational functions listed below.. The Branch Service Representative II has a very good understanding and knowledge of the products and services designed for business and consumer customers and has the knowledge to perform routine and non-complex tasks independently with general guidance from supervisor/manager.

PRIMARY RESPONSIBILITIES

• The Branch Service Representative II represents the frontline of the bank and expands customer relationships by providing prompt and exceptional service to customers both internal and external.
• Independently responds to and assists customer with basic inquiries and requests.
• Accurately processes all teller transactions which include over the counter, night drop, courier, and bank by mail.
• Assists customers with requests such as: deposits, withdrawals, payments, transfers, stop payments, balance inquiries, on-line banking inquiries, interest rate inquiries, Debit card issues, check orders, loan payments, providing cashier’s checks, safe deposit access.
• Processing wire transfer requests and understands wire processing procedures and policy as it relates to documentation, verification and validation for domestic, international and Foreign Currency (FX) wire transfers.
• Assist in receiving and verifying cash.
• General understanding of new account opening process and required new account documentation for business and consumer accounts.
• Performs basic account maintenance and/or requests.
• Ensures understanding of and adherence to bank policies and procedures.
• Complies with all bank operations and security procedures and adheres to all dual control functions.
• Conduct OFAC, Biz Chex, and ChexSystems inquiries.
• May have branch opening and closing responsibilities
• Responsible for continuous training and development around job responsibilities
• Incumbent may be assigned other duties as assigned by supervisor/manager

BACK-UP RESPONSIBILITIES

Back-up Branch Service Representative I, as needed.

ADDITIONAL RESPONSIBILITIES

• Maintains highest levels of confidentiality with customer and bank information
• Provide great service to internal and external customers
• Completion of required training assigned by due date
• Comply with all C3bank Policy and Procedures
• Duties will be conducted in accordance with all regulatory requirements Adherence to the Bank Secrecy Act and Anti-Money Laundering rules and regulations, observing economic sanctions by prohibiting transactions as specified by the Office of Foreign Asset Control (OFAC), following the bank’s customer identification program (CIP) rules, observing all Bank policies and procedures relating to BSA, OFAC, CIP, and related acts, and participation in ongoing related training.

KNOWLEDGE AND SKILL REQUIREMENTS:

• Knowledge of, adherence to, monitoring and responsibility for compliance with state and federal laws and regulations affecting the financial services industry as they pertain to this position including but not limited to the following: Bank Secrecy Act in conjunction with the USA PATRIOT Act, Anti-Money Laundering and Customer Information Program, Customer Privacy requirements, protecting customer Privacy and the Community Reinvestment Act.
• Work requires good written and verbal communication.
• Great interpersonal skills.
• Work requires willingness to work a flexible schedule.
• Time management, prioritizing, multi-tasking and communication skills

EDUCATION AND EXPERIENCE REQUIREMENTS:

Applicants must be able to perform each essential duty satisfactorily. The requirements listed below represent the minimum knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Minimum of 2+ years of banking experience
• Good organization skills
• Detail oriented
• Must be able to work in a team environment
• Knowledge of basic math and problem solving
• Basic computer knowledge
• Good in Microsoft Word, Excel and Outlook
• Knowledge of banking applications and operations
• Must have a high school diploma or equivalent

EEO Employer

Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at employeeservices@apexsystems.com or 844-463-6178.

Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

Apex Benefits Overview: Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Apex team member can provide.

Pay Range:

$45,000 - $55,000