Find Jobs
Find Jobs Near You – Available Work in Your Location
Skip to job details
CB
Citizens Business Bank.
Service Support V
Entry-Level JobVerifiedNo experience needed
Career Insights for Financial Services Representative
See where this job fits in the broader career landscape. Knowing your career path helps you see what's possible from here.
Scorecard
Based on California data
Review key factors to help you decide if this role fits your goals. How is this calculated?
What they do
A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.
$78,186 / year median in California
-6% projected decline
Job Description
Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus.
SUMMARY
The Service Support performs the full range of operations duties including leading the staff at the direction of the Service Manager and/or the Lead Service Support. The Service Support must fill in for all non-exempt positions such as but not limited to: Service Support Lead, Service Representative, Financial Sales Representative, Vault or Merchant Services Representative. The incumbent works closely with the Service Manager and the Service Support Lead to ensure positions are covered for both pre-planned and unplanned absences. The individual must be able to perform each job satisfactorily. This individual must be well organized, self-motivating, flexible, and have the ability to multi-task effectively.
Processes levies and subpoenas.
Performs certifications.
Interviews customers to obtain information and explain available financial services such as savings and checking accounts, Individual Retirement Account, Certificates of Deposit, savings bonds, and securities. Rents safe deposit boxes.
Answers customer questions and investigates and corrects errors, and determines cause and prevents the errors from re-occurring, leaves customers feeling good about the Bank. .May have cash assigned to them and may use it on a daily basis.
Admits customers to safe deposit vault.
Services and maintains ATM Machines.
Executes wire transfers of funds.
Follows up on dormant accounts.
Fills in as needed in all non-officer positions.
Provide, present and promote The Citizens Experience to all external and internal customers. Must be able to deal directly, face-to-face and on the phone with the public, following the Banks Customer Service Standards.
Other duties as assigned.
SUMMARY
The Service Support performs the full range of operations duties including leading the staff at the direction of the Service Manager and/or the Lead Service Support. The Service Support must fill in for all non-exempt positions such as but not limited to: Service Support Lead, Service Representative, Financial Sales Representative, Vault or Merchant Services Representative. The incumbent works closely with the Service Manager and the Service Support Lead to ensure positions are covered for both pre-planned and unplanned absences. The individual must be able to perform each job satisfactorily. This individual must be well organized, self-motivating, flexible, and have the ability to multi-task effectively.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.Processes levies and subpoenas.
Performs certifications.
Interviews customers to obtain information and explain available financial services such as savings and checking accounts, Individual Retirement Account, Certificates of Deposit, savings bonds, and securities. Rents safe deposit boxes.
Answers customer questions and investigates and corrects errors, and determines cause and prevents the errors from re-occurring, leaves customers feeling good about the Bank. .May have cash assigned to them and may use it on a daily basis.
Admits customers to safe deposit vault.
Services and maintains ATM Machines.
Executes wire transfers of funds.
Follows up on dormant accounts.
Fills in as needed in all non-officer positions.
Provide, present and promote The Citizens Experience to all external and internal customers. Must be able to deal directly, face-to-face and on the phone with the public, following the Banks Customer Service Standards.
Other duties as assigned.