Lead Branch Services Specialist (35 hours) - Military veterans preferred

2025-05-14
River City Bank
Other

/yr

  employee   contract


Placerville
California
95667
United States


River City Bank

Placerville, CA


Description:

The Lead Branch Services Specialist is responsible for enhancing the customer experience through highly accurate transaction processing while knowledgeably and courteously answering customer questions regarding banking services. Follows bank policies and procedures and adheres to applicable government regulations. Performs a variety of account maintenance duties including new account opening. Balances each day's transactions and verifies cash totals.


Essential Functions

1. Customer Service

  • Provides excellent customer service by handling customer requests competently and courteously including prompt acknowledgment of every customer.
  • Understands the Bank's product and service offerings and identifies customer financial needs and offers solutions by engaging the customer in an appropriate conversation and establishing rapport.
  • Resolves customer questions and/or problems by making observations, listening and asking questions. Refers the customer to a supervisor or appropriate department.

2. Operations

  • Accepts and processes deposits, night drop deposits, loan payments, cashes checks and processes other transactions according to established procedures.
  • Approves customer transactions in accordance with established authority levels/limits.
  • Opens new accounts accurately following established procedures and obtains supporting documentation as required.
  • Verifies cash received from vault and balances cash drawer daily. Performs various administrative duties such as filing, answering phones, ordering supplies and maintaining work area in a neat, orderly and professional manner.
  • Assists the Banking Center Manager and / or Operations Supervisor in completing Branch Certifications.
  • Reviews NSFOD report in the absence of the Banking Center Manager and Operations Supervisor.
  • Carries out supervisory duties in accordance with established policies and procedures in the absence of the Banking Center Manager and/or Operations Supervisor.
  • Approves other BSS's transactions up to assigned limit.
  • Assists customers in resolving complex issues.

3. Compliance

  • Maintains current knowledge of branch operations, bank products and services and applicable regulations. Operates in compliance with operational regulations and security policies and procedures.
  • Reviews and approves Regulation CC holds for other BSSs in the branch.
  • Reviews and approves CTRs and OFAC reports for the branch.

4. Other

  • Performs various other duties and projects as assigned.
  • Trains new BSSs on job functions.
Requirements:

Education: High school diploma or general education degree (GED)


Required Experience: Minimum 1 year cash handling and customer service experience


Skills/Abilities: Excellent customer service, communication, interpersonal and problem-solving skills. Proficient in the use of personal computers and related software. Ability to work varied days/hours as business dictates.


Additional Comments:

River City Bank is an Affirmative Action and Equal Opportunity Employer with a commitment to diversity. Individuals seeking employment at River City Bank are considered without regards to ancestry, age, color, physical or mental disability, genetic information, gender, gender identity, gender expression, marital status, medical condition, national origin, race, religion, sex, sexual orientation, protected veteran/military status or any other consideration made unlawful by federal, state or local laws. Note: River City Bank does not sponsor applicants for work visas.


For CA residents please read the Notice at Collection - California before applying.



Equal employment opportunity, including veterans and individuals with disabilities.

PI270952255