Customer Services Specialist/Teller Oakland

Job DescriptionJob Title: Customer Services Specialist/TellerDepartment: Consumer Banking - Oakland Branch Classification: Non-exemptReports to: Branch ManagerSummary/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.2.Knowledge of mortgage processing, underwriting, and closing procedures.3.Explain products and services solutions to customer with financial needs and offer appropriate recommendations.4.Open new accounts, close accounts, complete deposit tickets, withdrawal slips and money order forms as requested; input and verify account information in the system.5.Order checks, prepare daily wire transfer report, respond to information subpoenas and levies.6.Process checks and cash deposits, check cashing and withdrawals from account; verify customer signatures on incoming checks.7.Perform end of day proof and balance teller cash box at end of shift.8.Perform remote capture on POD items; prepare currency shipment to FBR, prepare and file CurrencyTransaction Report.Competencies: 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 preferred6.Customer orientation, may need to follow up customer call besides of bank office hour7.Detailed orientation and well-organized skill8.NMLS is must and previous mortgage loan experience is strongly preferred9.Need to understand the local and China financial system10.Have Real estate agent/ broker network is highly preferred

Created: 2026-04-02