Client Service Representative

Company Profile Founded in 1929, for over 75 years First Federal Bank of California has been focused on meeting the banking needs of our community.  Locally managed and financially strong, we are the third largest Los Angeles-based financial institution with thirty branch locations and $10 billion in assets. Our company's common stock trades on the NYSE under the symbol FED.

As a full service bank, we offer the entire spectrum of products and services offered by the larger financial institutions but with a level of service we believe is unparalleled in the industry.  Helping our clients manage their finances better, invest better, and ultimately live better is at the core of our service philosophy. That's why our clients know that at First Fed, "You're More Than A Customer, You're A Client?."

 

Corporate Address:

401 Wilshire Boulevard
Santa Monica, CA  90401-1416

Telephone: 310.319.6000

 

SCOPE:

Ensures First Federal?s image of quality and professionalism through a commitment to excellence in fulfilling assigned responsibilities.  Focuses on the individual needs of each client, directly or through the support of other employees, in a manner that promotes long-term banking relationships and which reflects the priority First Federal gives to superior client service.

 

Under direct to moderate supervision, is responsible for teller window activities.  Prepares and maintains teller window area.  Processes transactions; savings and checking deposits/withdrawals, loan and collection payments, coupons, bonds, Bank checks, mail.  Prepares and inputs Record Changes, balances cash drawer; follows Bank security procedures.

 

ESSENTIAL JOB FUNCTIONS:

The essential functions of the job include, but are not necessarily limited to, the following:

 

? Works effectively with co-workers, clients, and others by sharing ideas in a constructive and positive manner; listening to and objectively considering ideas and suggestions from others; keeping commitments; keeping others informed of work progress, timetables and issues; addressing problems and issues constructively to find mutually acceptable and practical business solutions; addressing others by name, title or other respectful identifier, and; respecting the diversity of our work force in actions, words, and deeds.

? Provides client service in accordance with the Bank?s Client Service Standards and adheres to security and bank balancing procedure guidelines (internal and dual control policies); processes banking transactions according to client needs.

? Demonstrates appropriate interpersonal skills with supervisors and peers; conducts business in an ethical manner.

? Follows appropriate closing procedures.

? Required to meet cross sell and referral goals as set by management.

? May serve as vault teller.

? May balance ATM.

? May provide safety deposit services.

? Performs related duties and special projects as assigned.

 

OTHER FUNCTIONS & RESPONSIBILITIES

The preceding functions have been provided as examples of the types of work performed to employees assigned to this job classification.  Management reserves the right to add, modify, change or rescind the work assignments of difference positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job.

 

EXPERIENCE:

?Minimum one year cash handling and client service experience in a retail bank.

 

SKILLS/KNOWLEDGE:

? Requires minimum typing and basic math skills.

? Must be organized, detail-oriented and possess ability to pay attention to detail.

? Must possess good written/verbal communication skills and personal computer skills; some analysis skills preferred.

? Ability to exercise considerable judgment, discretion, and diplomacy in all areas of responsibility. 

? Ability to gain confidence of people, understand their needs/problems, and provide satisfactory solutions/explanations; Ability to make sound decisions to ensure client satisfaction and protection of the Bank?s assets.

? Ability to establish and maintain effective working relationships with all levels of Bank personnel, clients, and business associates.

 

REQUIRED EDUCATION/LICENSES:

? High school diploma or GED equivalent.

? CSR II -requires completion of STAR level I and II

? CSR III -requires completion of STAR level III

 

WORK ENVIRONMENT/PHYSICAL REQUIREMENTS:

 

? This is a primarily a sedentary office classification and employees work in an office environment with moderate noise levels, controlled temperature conditions and no direct exposure to hazardous physical substances.

? Employees have occasional exposure to irate clients/staff/public/private representatives in interpreting and enforcing policies and procedures.

? Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard, typewriter, or calculator and to operate standard office equipment.

?The position occasionally bends, stoops, reaches, pushes, and pulls drawers to retrieve and file information and lifts and carries reports and records that typically weigh less than 20 pounds.

? May require off-site travel