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Utility Representative

Company: Pacific Western Bank
Location: Escondido
Posted on: May 3, 2021

Job Description:

As a Utility Representative you will represent our bank to the community and make our customers feel welcome. We are looking for people who are dependable, self-motivated and work well in a team environment.  In this position, you will assist clients by providing a superior level of service with their financial transactions.  You will need to be highly organized and detail oriented, with strong multitasking, problem-solving and follow-up skills.

 

The Utility Representative is required to travel between temporary assignments at branch offices within a designated region. They are responsible for processing cash and non-cash transactions in accordance with company policy and procedures, providing superior customer service.   Mileage will be paid for travel between assignments.


RESPONSIBILITIES:   

  • Processing deposits, withdrawals, check cashing and other Bank transactions, including night depository and ATM
  • Answering questions and resolve problems for customers concerning all services provided by the Bank
  • Identifying opportunities to cross-sell bank products and services and generating referrals to appropriate account managers
  • Reviewing and verifying daily reports assigned by Branch Management
  • Processing all paperwork associated with transactions, including proper filing or discarding of sensitive information
  • Answering branch telephone calls and assisting with customer requests or issues
  • Consistently maintaining a balanced cash drawer
  • Adhering to bank security policies and maintaining confidentiality of bank records and client information
  • Be willing to train in all areas of operations
  • Performing additional duties as assigned

POSITION REQUIREMENTS:

  • Two years of Teller experience required
  • New accounts experience preferred
  • Knowledge of Navigator, Director, Word and Excel preferred
  • Excellent written and verbal skills required
  • Effective customer service skills
  • Detail-orientated and precise in fast-paced environment
  • Experience cross-selling services preferred
  • Reliable personal transportation, and being able to travel between assignments when needed
  • Flexible with various duties and assignments

Keywords: Pacific Western Bank, Escondido , Utility Representative, Other , Escondido, California

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