Experience:
1-3 years of experience
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Employment Type:
Part time
Posted:
3/5/2019
Job Category:
Finance
Part Time Financial Services Representative -...
(This job is no longer available)
Sierra Bancorp | Bakersfield, CA
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Job Description

Part Time Financial Services Representative - Bakersfield East Hills

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Part Time Financial Services Representative - Bakersfield Ea

Job Location

18 BAKERSFIELD EAST HILLS - Bakersfield, CA

Position Type

Part Time

Job Category

Banking

Bakersfield East Hills - 29 Hours

The position will require individuals with a pleasing and compassionate personality who have at least two (2) years of experience in two (2) or more of the following branch positions:

1) Teller

2) New Accounts

3) Credit Assistant/Secretary

Additionally, the position will provide information to customers and prospects on bank products and services. Will open new deposit accounts, cross sell deposit and loan accounts and services. Sells "E" banking services (check cards, cash management, credit cards, etc.). Sells and establishes consumer SRA products, safe deposit products, other consumer loan and deposit products.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

Interviews customers to obtain information and explain available financial and deposit services, consumer and mortgage services, and "E" banking services. Also refers prospects and customers to other areas of the bank for additional services.

Rents safe deposit boxes.

Prepares loan work sheets under the direction of the loan officers and forwards the documents to LOC.

Answers customer questions and investigates and assists customers in resolution of problems.

Maintains customer branch files.

Helps customers complete loan applications and enters application information into the mortgage line system. Forwards consumer applications and compliance documentation of CCA.

Obtains credit records from credit reporting agency.

Admits customers to safe deposit vault.

Executes wire transfer of funds.

SUPERVISORY RESPONSIBILITIES .

This position has no supervisor responsibility.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

High school graduate or equivalent with two (2) or more years of experience in bank operations and new accounts or credit assistant/loan secretary positions.

LANGUAGE SKILLS

Ability to read and interpret documents such as operating and maintenance instructions and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before customers.

MATHEMATICAL SKILLS

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages.

REASONING ABILITY

Ability to apply common sense understanding to carry out instructions furnished in written or oral form. Ability to deal with problems involving several concrete variables in standardized situations.

PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand and sit. The employee is occasionally required to walk and reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus.

WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

About Sierra Bancorp

Sierra Bancorp, incorporated in November 2000, is a bank holding company that operates through its principal subsidiary, Bank of the Sierra (the Bank). The Bank is a state-chartered bank. The Bank is a multi-community financial institution that offers a range of retail and commercial banking services primarily in the central and southern sections of California's San Joaquin Valley. It operates 23 full-service branch offices throughout this geographic footprint, in addition to an Internet branch, which provides the ability to open deposit accounts online. The Bank maintains a diversified loan portfolio consisting of agricultural, commercial, consumer, real estate construction and mortgage loans. Loans are made primarily within the market area of the South Central San Joaquin Valley of California, specifically, Tulare, Fresno, Kern, Kings, and Madera counties. It also offers a range of deposit products for retail and business banking markets. (Source: 10-K)