• Customer Service Officer

    Job Locations US-VA-Annandale
    Retail Branch
  • Overview


    The Customer Service Officer is responsible to receive and pay out money, and keep records of money and negotiable instruments involved in financial transactions by performing the following duties. This position is also responsible for developing and managing retail banking relationships in accordance with the Bank’s core values and prescribed sales process. Position identifies all financial services needs and refers to business/commercial, and other banking partners to meet client needs. Reports to the Branch Services Manager and/or Branch Manager.


    1. Evaluates needs of potential customers and offers appropriate financial products and services. 
    2. Prepares and compiles new customer application and information to open new accounts. 
    3. Ensures completeness of documentation on new account set-up including final audit of new account files. 
    4. Informs and advises customers of status or enhancements to current account productivity, and suggests resolution on account disputes and other account activity.  
    5. Interviews customers to obtain information and explain available financial services such as savings and checking accounts, Individual Retirement Accounts, Certificates of Deposit, savings bonds, online banking, ATM and debit cards. 
    6. Helps customer complete application for products or services. 
    7. Obtains credit records from credit reporting agency. 
    8. Responsible for admitting customers to safe deposit vault and/or renting safe deposit boxes. 
    9. Accepts wire transfer requests. 
    10. Accepts loan payments. 
    11. Counts and records currency and coin in vault. 
    12. Inventory Safety Deposit Box Vault 
    13. Consolidates and balances daily transactions. 
    14. Responds to customer inquiries and requests regarding account, and addresses customer issues 
    15. Promotes and cross-sells other establishment products and services as appropriate to customer requirements. 
    16. Generates new business to assist in meeting establishment profitability goals.
    17. Records all transactions promptly, accurately, and in compliance with bank procedures. 
    18. Assists Customer Service Associates and Financial Services Representatives with more complex tasks to support day to day operations. 
    19. May assist with overseeing and coordinating the activities of Customer Service Associate and Financial Services Representatives 
    20. May assist with training employees in customer service and banking procedures.


    • High School Diploma and at least five years of related experience and/or training. OR any equivalent combination of experience and/or education from which comparable knowledge, skills and abilities have been achieved. 
    • Intermediate skills in computer terminal and personal computer operation, mainframe computer system, word processing, typing and spreadsheet software programs to meet the needs of the position. 
    • Intermediate math skills; ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. 
    • Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees.
    •  Thorough understanding of management procedures; ability to plan department or Company activities (setting objectives, developing strategies, budgeting, and developing policies and procedures); initiative to organize various functions necessary to accomplish department or Company activities; effectively staff (selecting, training and developing employees); directing employees towards the desired objectives (delegating, motivating, resolving problems); controlling the function (developing performance standards, measuring results, taking corrective action and rewarding employees as appropriate).




    We will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.


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


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