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Account Specialist - Retail Banking 

EOE StatementWe are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.

STERLING BANK Job Description

Job Title: Traveling Account Specialist - Retail Banking

Department: Retail Banking

Reports To: Branch Manager

FLSA Status: Non-Exempt

SUMMARY Processes various financial transactions and sells financial products and services. Strive to retain present clients and develop new business by extending high quality and efficient service. Be alert to needs of customers to suggest additional services or products by performing the following duties

ESSENTIAL DUTIES AND RESPONSIBILITIES Represent Sterling Bank personably, efficiently and tactfully while in contact with the public either fact-to-face or by telephone. Greet customers and thank them as they leave. Cross-sells bank products and services including loan and investment referrals. Facilitates daily financial transactions including opening new accounts, contacting customers with maturing certificates, processing deposits, withdrawals and check cashing. Balances and verifies cash daily including ATM transaction entries. Understands and complies with bank policies and procedures. Assists customers with questions and concerns on accounts. Assists other Account Specialists with balancing, solving problems as needed. May order daily supply of cash, and count incoming cash. Monitor branch for clean, orderly appearance. Assists branch operations in implementing new policies and procedures in the branch system. Maintains good attendance record and arrives to work in a timely fashion. Must be able to work Saturdays. Other duties may be assigned.


Position Requirements

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 and/or EXPERIENCE High school diploma or general education degree (GED); and a minimum of two years Customer Service experience and/or training; or equivalent combination of education and experience. Bank customer service experience preferred.  Requires good cash handling ability, capable of handling multiple projects effectively, customer service skills and must be computer literate.  Candidates must be able to work Saturdays, speak English and be bi-lingual in Cantonese or Mandarin.

Full-Time/Part-Time Full-Time  
Req Number RET-12-00008  
Location San Francisco Area  
About the Organization Sterling Bank & Trust, FSB was originally chartered in 1984 with a focus on residential and commercial lending and providing a full array of financial products in the neighborhoods we serve. Our niche lending products have resulted in progressive growth and expansion of our California Branch network.

A key part of Bay Area neighborhoods and now Los Angeles, the bank has fourteen neighborhood branches in San Francisco and branches in Burlingame, Daly City, San Rafael, San Mateo and Alhambra, California.

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