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Job Title: Customer Services Specialist/Teller
Department: Consumer Banking - Oakland Branch
Reports to: Branch Manager
Summary/Objective:
The Teller/Banking Services Specialist provides a full range of banking services to customers with an emphasis on retail banking products. Under Branch Manager’s direction, focuses on providing service in the areas of account administration, operations, sales and service. Actively cross -sells additional business products such as loans and cash management products through referrals. Develops and maintains relationships with ICBC customers to maximize customer satisfaction and sales opportunities.
Required Education and Experience:
High school diploma or GED; related work experience in banking or accounting; knowledge of the Bank’s products; ability to determine customer’s needs and suggest other products to them.
Essential Functions:
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
1.Knowledge of retail banking products, services, and investment industry.
Competencies:
1.In order to perform the job successfully, an individual should demonstrate the following competencies:Manage difficult customer situations; respond promptly to customer requests.
2.Maintain confidentiality. Possess basic math and accounting skills.
3.Follow instructions and pre -established guidelines.
4.Ability to apply common sense understanding when dealing with problems.
5.Bilingual -English and Mandarin is must, Cantonese is preferred
6.Customer orientation, may need to follow up customer call besides of bank office hour
7.Detailed orientation and well -organized skill
8.NMLS is must and previous mortgage loan experience is strongly preferred
9.Need to understand the local and China financial system
10.Have Real estate agent/ broker network is highly preferred
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