The Customer Service Officer supports daily branch operations by processing deposits, withdrawals, and account transactions while delivering exceptional client service. They are also responsible for maintaining banking integrity, resolving customer issues, and assisting with branch administrative tasks.
Requirements overview
Candidates must have at least one year of banking experience, two years of customer service experience, and six months of cash handling experience. A High School Diploma or GED is required for this position.
Five Star Bank has grown and evolved in its more than 200-year history, but our focus on taking care of our customers and communities has never wavered. That’s because we understand that by keeping the people of Five Star’s well-being at the heart of everything we do, our team, our customers, and our communities will thrive and realize their dreams.
Five Star Bank provides consumer and commercial banking and lending services to individuals, municipalities and businesses through banking locations spanning Western and Central New York, in addition to a commercial loan production office serving the Mid-Atlantic region. Five Star Bank and its affiliate Courier Capital, LLC are subsidiaries of Financial Institutions, Inc. (NASDAQ:FISI), an innovative financial holding company with over 600 employees who work together in an environment of trust, integrity and mutual respect.
Finance & AccountingCustomer Service & SupportAdministrative
Description
Description
Who We Are
Five Star Bank is an award-winning and high performing $5.6 Billion community business bank operating through 10 offices - 4 in the Capital Region, 3 in the North State, 2 in the San Francisco Bay Area, and 1 in the Central Valley, as well as administrative offices in Newport Beach and Downtown Sacramento. With an emphasis on commercial real estate and small business we partner with organizations to help them be successful by providing highly customized banking solutions. Organizations bank with us because of our entrepreneurial and empathetic spirit, speed to serve and deep connection to our market. And they trust us.
Position Overview
As a Customer Service Officer, you will support daily branch operations while delivering an exceptional client experience. Your responsibilities will include processing deposits and withdrawals, managing cash transactions, and assisting customers with their banking needs. You will play a key role in enhancing customer satisfaction and maintaining the integrity of our banking operations.
Essential Job Functions
Process deposits, withdrawals, and all account transactions
Open new accounts and perform account maintenance
Complete daily tasks in a timely matter
Resolve issues by examining relevant documents and records
Approve transactions within delegated limits and report suspicious activities to the AML Officer
Assist operations staff and management with development and implementation of new policies and procedures
Handle courier/mail/ATM and night drop deposits
Process telephone/fax transfers, wire transfers, and loan payments
Balance teller cash drawer daily and Branch Cash Recap
Reconcile Ban control accounts daily
Complete research requests for customers
Comply with all Anti-Money Laundering Laws and Regulations
Complete file maintenances and changes of addresses, and order checks and deposit slips
Provide branch coverage as needed for vacations, leaves or in any event that would cause an office to have less than the minimum number of people required to operate for the day
Additional Tasks in the Absence of the Branch Manager
Verify and maintain GL and Ban Control balances
Complete daily NSF/Non-Post Items and reports
Order cash for the branch & manages shipments
Approve deposits, cash limits, and outgoing wires
Place Reg CC holds and prepare documents
Requirements
At least 1+ year of banking experience
At least 2 years of customer service experience
6 months of cash handling experience
High School Diploma or GED
Competencies
Customer/Client Focus
Personal Effectiveness/Credibility
Problem Solving/Analysis
Teamwork Orientation
Initiative
Stress management/Composure
Organizational Skills
Technical Capacity
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Demands
While performing the duties of this position, the employee is in regular communication, is required to use various tools or objects, and have the mobility to move about the office. The employee occasionally lifts and/or moves objects up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus.
Position Type/Expected Hours of Work
This is a full-time position. Days and hours of work are Monday through Friday, 8 a.m. to 5p.m. Occasional overtime may be required as job duties demand.
Supervisory Responsibility
This position has no supervisory responsibilities.
Other Duties
The purpose of the job description is to outline the duties and responsibilities for which the position is held accountable. The job description does not restrict the right of management to change, alter or reassign duties at any time with or without notice.
EEO Statement
Five Star Bank is an Equal Employment Opportunity (EEO) employer and is committed to creating and maintaining a work environment that is free from all forms of discrimination and harassment. The Five Star Bank EEO policy prohibits harassment or discrimination due to age, ancestry, color, disability, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, race, religious creed, sex (including pregnancy, childbirth, breastfeeding, and any related medical conditions), sexual orientation, and any other classification protected by federal, state, or local laws, regulations, or ordinances. It also prohibits retaliation for engaging in protected activity, such as filing a discrimination or harassment complaint or participating in an EEO investigation. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment.
If you are a qualified individual with a disability or a disabled veteran and are unable or limited in your ability to access our website, you can request reasonable accommodation by sending an email to HR@fivestarbank.com
NOTE: Five Star Bank personnel are employed on an at-will basis. All employment is at-will and can be terminated with or without cause, at any time, by the Employee or by Five Star Bank for any reason or no reason whatsoever, with or without notice.