We are seeking a customer-focused contract Bank Services Representative to join a respected financial institution in Fresno, CA. This role is ideal for an individual who enjoys building relationships, delivering exceptional customer service, and supporting a variety of retail banking operations. The Bank Services Representative serves as a trusted resource for customers by processing financial transactions accurately, opening new accounts, identifying banking solutions that meet customer needs, and ensuring compliance with all banking regulations and internal policies. Key Responsibilities Provide exceptional customer service by assisting clients with a wide variety of banking transactions in a detail oriented, efficient, and accurate manner. Process customer transactions including deposits, withdrawals, cash advances, check cashing, wire transfers, stop payments, account blocks, remittances, and other account servicing requests. Open and maintain consumer deposit accounts, including checking, savings, and certificates of deposit. Develop a strong understanding of the bank's products and services and identify opportunities to recommend solutions that align with customer financial needs. Cross-sell appropriate banking products and refer customers to other business lines when applicable. Maintain and balance an assigned cash drawer while adhering to established cash limits, balancing procedures, and over/short policies. Process transactions within authorized approval limits and obtain management approval when required. Assist customers with safe deposit box access and related services. Research customer inquiries, resolve account issues, and provide timely follow-up to ensure a positive customer experience. Participate in sales initiatives, customer outreach efforts, and branch events designed to support business development and customer retention. Order, receive, verify, and distribute branch cash in accordance with established procedures. Maintain accurate documentation and utilize bank systems to ensure timely and accurate transaction processing. Follow all security procedures related to currency, negotiable instruments, and confidential customer information. Monitor transactions and documentation to support Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP), and Customer Due Diligence (CDD) compliance. Identify and escalate suspicious activity in accordance with bank policies and regulatory requirements. Complete all required compliance training and maintain knowledge of applicable banking regulations, including Regulation E, Regulation GG, and ACH Rules. Perform additional duties and special projects as assigned by branch leadership.
Qualifications:
Qualifications High school diploma or equivalent required. Minimum one year of banking, teller, or related financial services experience preferred. Previous experience handling cash in a high-volume environment strongly preferred. Experience opening new accounts and servicing customer banking relationships is a plus. Working knowledge of banking regulations and compliance requirements is preferred. Experience using FIS or other core banking software is beneficial.
Compensation
$20.00-$22.00 Hourly
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