Customer Service Representative II, Retail Banking (Kahala - Honolulu, HI)
HomeStreet Bank
- Honolulu, HI
- Permanent
- Full-time
- Medical, dental, and vision coverage for employees and their families
- Life, disability and family Leave
- 401(k) and Roth 401(k) with employer match
- Wellness program, employee assistance program, “Commute Trip Reduction” (CTR) and various employee discounts
- Generous vacation, sick leave, 11 paid holidays, and 16 hours of paid leave every year for community service work
- Free employee checking account and employee home loan discounts
- Effectively interviews and profiles new and existing customers in order to recommend appropriate banking products and services.
- Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience.
- Opens and closes customer accounts including checking, savings, money markets, certificates of deposit, and IRAs.
- Where appropriate, actively takes advantage of all sales opportunities, cross-selling bank products and services to new and existing customers, ensuring recommended products meet needs of customer. Makes referrals to other business units for non-banking products.
- Participates in sales programs to generate new customers.
- Must sell financial products and services to meet referral goals and performance evaluation/personal goals.
- Maintains thorough knowledge of bank products and services.
- Actively listens to customers, and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact and diplomacy.
- Supports branch lobby management.
- Consistently demonstrates proficiency in providing exceptional customer service utilizing the STAR (Seamless, Trustworthy, Attentive, and Resourceful) qualities either in person or on the telephone.
- Looks for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectation that makes them feel special.
- Participates in two community events per year.
- Performs daily teller services such as processing deposits, withdrawals, holds, loan payments, stop payments, telephone transfers, direct deposits, cash advances, verifications of deposit, Debit card requests, wire transfers and other related matters.
- Balances cash drawer independently, maintains cash over and short record within HomeStreet’s compliance policy.
- May be assigned the control of the vault cash. Follows guidelines to maintain limits, meet cash shipment requirements, and balance daily.
- Effectively perform project responsibilities as assigned such as processing and balancing ATM, daily branch balancing, Customer Information System input, branch supply orders, and monthly branch report generation.
- Effectively assist other CSRs in the completion of work assignments and balancing.
- Participates in branch audit functions.
- Follows HomeStreet’s policies and procedures and meet regulatory requirements.
- Performs all other duties as required.