Senior Customer Service Associate

Company: Hanmi Bank
Location: Plano
Posted on: June 23, 2022

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