Senior Customer Service Associate
Company: Hanmi Bank
Location: Plano
Posted on: June 23, 2022
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Job Description:
Hanmi BankSUMMARYThe Senior Customer Service Associate is
responsible to receive and pay out money, and keep records of money
and negotiable instruments involved in financial transactions by
performing the following duties.Ensures compliance with established
Bank policies and procedures. Demonstrates knowledge of, adherence
to, monitoring and responsibility for compliance with state and
federal regulations and laws as they pertain to this position
including but not limited to the following: GLBA(Gramm-Leach-Briley
Act) , Regulation Z (Truth in Lending Act), Regulation DD (Truth in
Savings Act) Regulation B (Equal Credit Opportunity Act),
Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd
Frank Act), Elder Abuse Laws, Bank Secrecy Act in conjunction with
the USA PATRIOT Act, Anti-Money Laundering and Customer Information
Program, Right to Financial Privacy Act (state and federal) and
Community Reinvestment Act.ESSENTIAL DUTIES1.May train employees in
customer service and banking procedures.2.Approves checks for
payment.3.Examines Customer Service Associates reports of daily
transactions for accuracy.4.Consolidates and balances daily
transactions.5.Ensures supply of money for financial institution's
needs based on legal requirements and business demand.6.May allow
customers access to safe deposit boxes, following specified
procedures.7.Monitors and reviews financial institution's security
procedures and control access to vault.8.Counts and records
currency and coin in vault.9.Issues written and oral
instructions.10.Studies and standardizes procedures to improve
efficiency of subordinates.11.Prepares composite reports from
individual reports of subordinates.12.Evaluates needs of potential
customers and offers appropriate financial products and
services.13.Promotes and cross-sells other establishment products
and services as appropriate to customer requirements.14.Generates
new business to assist in meeting establishment profitability
goals.15.May also provide the bank's customers with personalized
banking and new accounts services16.Treats people with respect;
keeps commitments; inspires the trust of others; works ethically
and with integrity; upholds organizational values; accepts
responsibility for own actions.17.Demonstrates knowledge of and
adherence to EEO policy; shows respect and sensitivity for cultural
differences; educates others on the value of diversity; promotes
working environment free of harassment of any type; builds a
diverse workforce and supports affirmative action.18.Follows
policies and procedures; completes tasks correctly and on time;
supports the company's goals and values.19.Performs the position
safely, without endangering the health or safety to themselves or
others and will be expected to report potentially unsafe
conditions. The employee shall comply with occupational safety and
health standards and all rules, regulations and orders issued
pursuant to the OSHA Act of 1970, which are applicable to one's own
actions and conduct.20.Performs duties specific to the position and
other functions as assigned.MINIMUM REQUIREMENTSThese
specifications are general guidelines based on the minimum
experience normally considered essential to the satisfactory
performance of this position. The requirements listed below are
representative of the knowledge, skill and/or ability required to
perform the position in a satisfactory manner. Individual abilities
may result in some deviation from these guidelines.---High school
diploma or equivalent; and a minimum of five years Customer Service
Associate experience, OR any equivalent combination of experience
and/or education from which comparable knowledge, skills and
abilities have been achieved.---Basic skills in computer terminal
and personal computer operation, mainframe computer system, word
processing, typing and spreadsheet software programs to meet the
needs of the position.---Basic math skills; ability to calculate
interest, commissions, proportions, and percentages; balance
accounts; add, subtract, multiply and divide in all units of
measure, using whole numbers, common fractions and decimals; locate
routine mathematical errors; compute rate, ratio and percent,
including the drafting and interpretation of bar
graphs.---Exceptional verbal, written and interpersonal
communication skills, with the ability to apply common sense to
carry out instructions and instruct others, train personnel, write
reports, correspondence and procedures, and speak clearly to
customers and employees.---Thorough understanding of management
procedures; ability to plan department or Company activities
(setting objectives, developing strategies, budgeting, and
developing policies and procedures); initiative to organize various
functions necessary to accomplish department or Company activities;
effectively staff (selecting, training and developing employees);
directing employees towards the desired objectives (delegating,
motivating, resolving problems); controlling the function
(developing performance standards, measuring results, taking
corrective action and rewarding employees as
appropriate).---Ability to deal with complex problems involving
multiple facets and variables in non-standardized
situations.---Ability to work with no supervision while performing
duties.---Current driver's license and a vehicle with appropriate
insurance coverage if required to drive in the course of performing
assigned duties and responsibilities.We are an Equal
Opportunity/Affirmative Action Employer. All applicants will
receive consideration for employment without regard to race, color,
ancestry, religion, sex, national origin, sexual orientation, age,
citizenship, marital status, disability, gender identity or Veteran
status, or any other characteristic protected by law. We will
consider all qualified applicants regardless of criminal histories,
in a manner consistent with the requirements of all applicable
state and local laws and regulations. Applicants must be currently
authorized to work in the United States for any
employer.PI182951846
Keywords: Hanmi Bank, Plano , Senior Customer Service Associate, Hospitality & Tourism , Plano, Texas
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