Customer Service Representative I, II, or III (R0006137)

The Job Holder
Los Angeles, CA, USA
Aug 24, 2019

Client Name

HomeStreet Bank




EO/AA Employer including Vets and Disabled 

Qualified candidates with capture and conviction records will be considered as per legitimate prerequisites. 

Set of working responsibilities Summary 





CSR I - Perform an assortment of teller administrations, for example, handling stores, withdrawals, and installments. Procedure programmed moves and update client account data. Where fitting, investigate client needs and strategically pitch bank administrations. Make fitting referrals to different specialty units for non-banking items. Consistently, give unrivaled client administration. 

CSR II and III – Performs above capacities just as being in charge of obtaining, maintenance and development of new and existing client connections. Gives outstanding client administration by taking responsibility for client experience from acquainting the client with HomeStreet Bank through profiling the client, surveying their banking and getting needs, and prescribing suitable items dependent on a careful information of HomeStreet items and administrations. 

Occupation Details 





Teller Activities 


Gives day by day store administrations, for example, taking care of stores, withdrawals hold, advance installments, stop installments, phone moves, direct stores, loans, confirmations of the store, Debit card solicitations, and other related issues. 

Keeps up money taking care of inside endorsed limits, precisely tally, get and dispense money, effectively handle ruined and lure cash. 

Equalizations money cabinet freely, keep up money over and short record inside HomeStreet's consistency strategy. 

CSR II and III (notwithstanding the above exercises): 

Maybe alloted the control of the vault money. Pursues rules to look after breaking points, meet money shipment necessities, and parity day by day. 

Adequately perform venture obligations as doled out, for example, preparing and adjusting ATM, day by day branch adjusting, Customer Information System input, branch supply requests, and month to month branch reportage. 

Successfully help different CSRs in the consummation of work assignments and adjusting. 



New Accounts/Sales Activities 



Acquainted with all bank items and administrations. May at times be allocated new account obligations. 

Where proper, effectively exploits all business chances to strategically pitch bank items and administrations to new and existing clients, guaranteeing prescribed items address issues of the client. Make referrals to different specialty units for non-banking items. 

Partakes in deals projects to produce new clients. 

Must offer money related items and administrations to meet referral objectives and execution assessment/individual objectives. 

Gets gainfulness and individual objectives laid out in both motivator projects and execution assessments. 

CSR II (notwithstanding the above exercises): 

Adequately meetings and profiles new and existing clients so as to prescribe fitting financial items and administrations. 

Viably bands together with different business lines inside the Bank to distinguish deals openings and give a remarkable client experience. 

Opens and closes client records including checking, investment funds, currency markets, endorsements of the store, and IRAs 

CSR III (notwithstanding the above exercises): 

Procedures complex exchanges, for example, changing record possession, living trusts, guardianship records, and bequest assignments. 

Begins purchaser credits, going about as client backer to guarantee a brief handling of customer advances. 

Opens and closes client records including checking, investment funds, currency markets, testaments of the store, and IRAs 



Administration Activities 



Reliably exhibits capability in giving extraordinary client administration using the STAR (Seamless, Trustworthy, Attentive, and Resourceful) characteristics either face to face or on the phone. 

Effectively tunes in to our clients by imparting the client's worth, in this way keeping up an agreeable, positive and expert demeanor. 

Resolves troublesome circumstances utilizing the HEAL rules of Hearing out the client, Easing the strain, Acting to improve the circumstance, and Leaving a positive impression. 

Searches for approaches to charmingly astonish our clients, i.e., accomplishing something well beyond their desire that makes them feel extraordinary. 

Partakes in two network occasions for every year. 

CSR II (notwithstanding the above exercises): 

Supports branch hall the board. 

CSR III (notwithstanding the above exercises): 

Sets a model for the CSR staff in the zone of client administration and client support. 



Operational Activities 



Performs duties, for example, documenting and keeping up mark cards and authentication duplicates. 

As mentioned, helps with branch review capacities. 

Pursues HomeStreet's approaches and methods and every single administrative prerequisite. 

Plays out every other obligation as required. 

CSR II and III (notwithstanding the above exercises): 

Takes an interest in branch review capacities. 






A half-year of money taking care of, client administration and deals experience favored with earlier financial experience an or more. 


Least of 2 years of money taking care of and client administration experience. Banking knowledge liked. 


Least of 3 years of professional training as a CSR/New Accounts Representative or comparable, in addition to exhibited capacity in a task zone identified with Bank or retail activities. 


Shown accomplishment in strategically pitching financial administrations (favored at the CSR I level; required at the CSR II and III levels.) 

Solid client relations aptitudes and capacity to impart and function admirably with workers and clients in an agreeable, positive way. 

Solid math and PC abilities are required. (PC experience required with the learning of Word, Excel and teller/bank programming favored at the CSR II and III levels.) 

Incredible composed and oral relational abilities are required. 

Must have practical insight, and the capacity to acknowledge obligation and handle private data. 

Capacity to work rapidly and precisely, to examine data and decide. 

Secondary school confirmation or comparable. 

Expects capacity to work teller and office hardware including PCs, calculators, phones, typewriters, copiers, fax machines, electronic Mastercard approval terminals, and security gadgets. 

Requires physical effort of as much as 10 pounds of power infrequently (1/3 of the time) and an insignificant measure of power every now and again (up to 2/3 of the time) to lift, convey, push, draw or generally move self or articles. Visit (up to 2/3 of the time) standing. Strolling, sitting, bowing and coming to once in a while and for brief timeframes. 

CSR II (notwithstanding the above exercises): 

Must be a self-starter, reliable, ready to work inside due dates under strain. 

Ability to accept extra obligations/obligations/extends as they emerge. 

CSR III (notwithstanding the above exercises): 

Must have magnificent judgment, and the capacity to acknowledge duty and handle classified data. 

Great composed and oral relational abilities are required. 

This Position Description may not be restricted to the Functions and Requirements as illustrated, presently or later on. For instance, changes in corporate needs, position requests, or individual execution may bring about changes to the Functions or Requirements of this position. 




Client Service (Sales)