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Customer Service Support Associate-Banking

Job in Saratoga, Santa Clara County, California, 95071, USA
Listing for: RNB Lending Group
Full Time position
Listed on 2026-01-27
Job specializations:
  • Customer Service/HelpDesk
    Bank Customer Service
  • Finance & Banking
    Bank Customer Service
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below

Description

RNB State Bank is looking for a Customer Service Support Associate to join our team at our Saratoga, WY location!

RNB State Bank is a locally managed independent community bank founded in 1899, offering an array of customized and personalized banking services that meet the needs of businesses and personal clientele. RNB State Bank takes pride in developing personal relationships with its clients while maintaining the highest level of professional service.

Our mission is to not only provide personalized banking services for our clientele, but to encourage our staff to personally contribute to making a difference in the communities that we serve. The Bank is also working towards being a community leader that balances purpose with profit by considering the impact of its decisions on its workers, customers, suppliers, community, and the environment.

What

we are looking for:

RNB State Bank is looking for a driven, reliable, hardworking employee who wants to make a difference and provide exceptional customer service for our clients and in our community. If your goal is to build a career that is impactful & fulfilling, consider joining the dedicated team.

Benefit Package Offered: (Subject to Eligibility Requirements)
  • 401(k) plan with company contributions
  • Medical, Dental and Vision Insurance
  • Supplemental insurance options
  • Heath Savings Account with company contribution
  • Employer paid Life/LTD
  • AD&D Insurance
  • Paid Vacation, Sick and Holiday time
  • Flexible Spending Account
  • Professional Development Resources/Tuition Reimbursement
  • Employee Assistance Program
  • An annual bonus may be paid to eligible employees based on company & individual performance.

The Customer Service Support Associate provides customer service support to all financial branch functions, opens new accounts, sells Bank products, answers customer questions, resolves account problems and serves customers in a an efficient, timely and courteous manner by performing the following duties:

Essential Duties and Responsibilities:
  • Provides quality customer services as outlined in the Bank's New Account Standards guidelines.
  • Answers incoming calls in a prompt, courteous and professional manner.
  • Takes customer inquiries in person and by phone, including but not limited to account balances, researching items, providing copies of statements, and transferring funds.
  • Assists customers with online banking and debit card related inquiries.
  • Takes orders for checks and deposit slips.
  • Explains the different types of products available to customers and suggests the most appropriate one for their needs.
  • Establishes proper identification of customer and completes necessary forms requiring customer's signature.
  • Inputs new account information or data changes into the on-line system.
  • Assists customers in balancing their DDA accounts.
  • Processes a variety of transactions using own judgment within limits regarding the validity of transactions presented.
  • Receives installment loan payment and issues receipts.
  • Processes mail deposits, night drop, and ATM deposits which are opened under dual control.
  • Transfers funds and performs balance inquiries for customers using the on-line system.
  • Maintains monthly records of all accounts opened and closed.
  • Mails necessary documents to customers including but not limited to new accounts and loans.
  • Prints reports from Director as needed.
  • Organizes and scans documents.
  • Files documents as needed.
  • Provides notary services.
  • Maintains adequate supply of documents for all branch related functions.
  • Assists loan customers with account inquiries, loan payments and loan applications.
  • Assists all departments with preparing customer packets for bank products.
  • Responsible for adherence to regulations and Bank policies and procedures.
  • Promotes Bank services and cross-sells Bank products.
Nonessential

Duties and Responsibilities:
  • Performs all functions related to Safe Deposit Boxes.
  • Takes the mail daily and delivers mail to the appropriate departments.
  • Organizes and makes arrangements for Bank Board Meetings when in Saratoga.
  • Organizes and sets up Blood Pressure Clinic.
  • Organizes and sets up for branch parties and/or events.
  • Performs all other duties as assigned.
Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education/

Experience:

High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience.

Language Ability:

Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

Math Ability:

Ability to add, subtract,…

Position Requirements
10+ Years work experience
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