Client Service Representative

Opening: Part-Time, 32 hours per week

Job Title: Client Service Representative

Location: Santa Rosa


  • Provide an extraordinary Client experience to Clients of American River Bank promoting professionalism, confidentiality and the desire to assist.
  • Actively promote American River Bank and develop Client relationships through maintaining your knowledge of the Bank's products and services.
  • Receive checks and cash for deposit to saving and checking accounts within specified limits; examine checks for proper endorsement and negotiability for compliance with Bank Hold Policy and receipt of transactions.
  • Cash checks and pay money from savings and checking accounts in accordance with Bank Policy.
  • Accept loan payments, cash advances, incoming/outgoing wire transfers, loan advances/pay downs, stop payments, telephone transfers and credit ratings.
  • Sell Cashier Checks.
  • Respond to Clients' bookkeeping and account inquiries, providing accurate and timely information.
  • May act as a member of a dual control team in processing mail, ATM, night drop and courier bags.
  • Maintain Bank Standards for Cash Controls by: balancing a cash drawer while maintaining assigned cash limits, safeguarding cash, teller stamps and terminal password.
  • Adhere to applicable regulations and policies including but not limited to: Bank Secrecy Act (BSA) and Anti-Money Laundering requirements, Privacy and protecting Client Information; Reg CC (UCF Holds); Reg E; Reg DD and USA Patriot Act. .
  • Daily, track referrals and recommendations using Connections.
  • Balance branch, vault, ATM and teller cash.
  • Responsible for daily input and balancing of NSF, Returned Items and Non-post Reports.
  • Provide for signing authority, as assigned.
  • Complete branch certifications and legal processes (i.e., levies, liens and subpoenas), as assigned or needed.
  • Open new accounts: responsible for proper documentation of signature cards, insuring that appropriate legal documentation is received as required. Promptly and professionally respond to Client inquiries regarding American River Bank’s products and services.
  • Knowledgeably discuss and assist Clients in determining the best products and services to meet their needs; referring Clients and potential Clients to appropriate personnel or departments as needed for additional services.
  • May perform as a Notary.
  • Assist with any associated task as requested, needed or assigned.


  • Excellent client service skills, with ability to communicate tactfully and listen attentively to Clients.
  • Strong sales and cross sales interests and abilities with a persuasive, "selling” verbal communication style.
  • Strong written communication skills with fine attention to detail.
  • Strong decision making capabilities with ability to perform the required functions, meeting the above qualifications, with minimal supervision.
  • Proficient PC skills, including but not limited to, Windows, Word, Outlook, Excel and other standard software applications
  • Ability to lift and transport bags or containers of coin and currency.
  • Ability to count and handle large quantities of coin and/or currency for the purpose of verification as it relates to Client and bank transactions.
  • Moderate use of various office equipment, including, but not limited to: 10-key, adding machine, MICR encoder, FAX, microfilmer, photocopier and Micro-film/fiche viewer for research and retrieval.
  • Strong Understanding of Bank Regulations, including, but not limited to, BSA, Reg D, Reg DD, Reg CC, Reg B, etc.
  • Ability to adapt to change.
  • Heavy telephone usage.

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