Client Service Representative
Menlo Park, CA 
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Job Description

New Accounts/Sales Activities

  • Effectively interviews and profiles customers to recommend appropriate banking products and services

  • Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed

  • Generates new business to assist in meeting bank profitability and branch goals

  • Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience

  • In conjunction with the Manager, makes monthly business development calls as assigned

  • Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts

  • Support business clients with essential Treasury Services, i.e., RDC (Check Scanner), Armored, and Courier Service

  • Maintains thorough knowledge of bank products and services

Branch Operations Activities

  • Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation

  • Ensures all documentation is approved and uploaded in in FSP

  • Processes teller transactions as needed and maintains an excellent balancing record

  • Responds to client inquiries and requests regarding account

  • Adheres to Banking regulations, including but not limited to Bank Secrecy Act

  • As assigned may gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.)

Service Activities

  • Provide expedient and courteous service to all clients both in person and on the phone

  • Consistently models exemplary customer service

  • Actively listens to customers and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact, and diplomacy

  • Proactively identify and retain "at-risk" customers

  • Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special

Backup Supervisory Duties

  • Processes Daily Large Transaction report and scans to Compliance Department by established cutoff time

  • Approves large transactions for teller staff up to assigned limit

  • Provides supervisor override for transactions requiring supervisor review

  • Supports Branch Manager or his/her back up with various assigned duties

  • Handles difficult client situations in the absence of the Branch Manager or his/her backup

Qualifications:

  • A minimum of 3 years banking teller experience is required

  • Experience with opening consumer accounts and complex business accounts is required

  • Prior supervisory experience is preferred

  • Minimum of three years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner

  • Must possess excellent judgment and the ability to accept responsibility and handle confidential information

  • Must be proficient in using Word, Excel, and Outlook applications and banking programs

Vaco values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

EEO Notice

Vaco is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco LLC and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco LLC and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact .

Vaco also wants all applicants to know their rights that workplace discrimination is illegal.

By submitting to this position, you agree that you will be giving Vaco the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

Privacy Notice

Vaco LLC and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco") respects your privacy and are committed to providing transparent notice of our policies.

  • California residents may access Vaco's HR Notice at Collection for California Applicants and Employees .
  • Virginia residents may access our state specific policies .
  • Residents of all other states may access our policies .
  • Canadian residents may access our policies in English and in French .
  • Residents of countries governed by GDPR may access our policies .
Pay Transparency Notice

Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to:

  • the individual's skill sets, experience and training;
  • licensure and certification requirements;
  • office location and other geographic considerations;
  • other business and organizational needs.

With that said, as required by local law, Vaco believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.

 

Job Summary
Company
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Salary and Benefits
$ 50000.00-$63000.00 year
Required Experience
3+ years
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