Customer Service Officer
Listed on 2026-02-04
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Finance & Banking
Bank Customer Service
Description
Who We AreFive Star Bank is a $4.6 Billion community business bank operating throughout California through 10 office locations – four in Capital Region, three in the North Valley, two in the San Francisco Bay Area, and one location in Southern California. 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.
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
- 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
- Customer/Client Focus
- Personal Effectiveness/Credibility
- Problem Solving/Analysis
- Teamwork Orientation
- Initiative
- Stress management/Composure
- Organizational Skills
- Technical Capacity
- 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
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 DemandsWhile 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 WorkThis 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 ResponsibilityThis position has no supervisory responsibilities.
Other DutiesThe 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 StatementFive 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.
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