Established in 1996, Community Bank of the Bay is an independent, multiple award-winning community-focused bank with over 25 years of active financial investment in businesses and individuals in the San Francisco Bay Area. Our clients include numerous organizations from many industries, including local nonprofits, multi-generational businesses, creative professionals, and owner-operators experiencing change, growth, or expansion.
At CBB, we believe you can only truly serve a community when you are part of it. As the first Community Development Financial Institution (CDFI) formed in California, we are actively involved in local community life. In fact, that’s the whole thought behind community banking: your funds invested locally, through local decisions, by local people, driving the success of the broader community. Our mission is to foster and promote economic development in the communities we serve.
At Community Bank of the Bay, our employees are our greatest asset, and we recognize that our success as a community bank is because of our extraordinary staff. We offer a welcoming, friendly, caring work environment with competitive compensation, a strong and robust benefits program, and an emphasis on healthy work/life balance.
Our six core values of Sustainability, Empowering, Respect, Trust, Commitment and Relationship building represent what we stand for and believe in as an organization. Every day, we strive to align our behaviors to these core values in everything we do.
Overview
The New Accounts Officer is responsible for performing a broad variety of financial services such as opening and closing deposit accounts, renewing certificate of deposit, and assisting customers with various types of account problems. Answers customer questions regarding Community Bank of the Bay services and performs a variety of account maintenance. Assists customers with monetary transactions. May be responsible for managing a portfolio of customers by taking ownership for the relationship and being the primary point of contact for their customer issues. Assists or refers customers with any and all questions or problems that arise. Attends to telephone inquiries and transactions for customers. Responsible for complying with bank policies, procedures, laws and regulations, and security procedures. Performs various branch functions as required.
- Location: San Jose
- Job Type: Full-time
Duties and Responsibilities
- Assumes responsibility for the effective and professional performance of financial service functions.
- Presents and explains bank services, products, and mission to customers to meet their financial needs. Opens and closes accounts, orders checks, and debit cards. May rent safety deposit boxes.
- Answers questions and solves problems for customers by listening to problems, collecting data, securing answers. Resolves customer account problems. Takes stop payment orders.
- Renews and updates certificate of deposit accounts.
- Receives and directs customers and telephone calls. Responds to inquiries and questions, or directs them as necessary. Records and relays messages.
- Performs file maintenance and account changes as needed.
- Performs address changes for customers.
- Maintains IRA accounts and answers questions regarding IRAs.
- Assumes responsibility for establishing and maintaining effective, professional business relations with customers.
- Resolves customer requests and questions promptly, courteously, and professionally.
- Keeps customers informed of Community Bank of the Bay services and policies.
- Assumes responsibility for establishing and maintaining effective coordination and working relationships with coworkers and management.
- Assists area personnel as required.
- Keeps supervisor informed of area activities and significant problems.
- Completes required reports and records accurately and promptly.
- Attends meetings as required.
- Assumes responsibility for related duties as required or assigned.
- Actively and professionally cross sells Company services.
- Performs research and NSF duties as needed.
- Other duties as assigned.
Requirements
EDUCATION/CERTIFICATION:
- High school graduate or equivalent.
REQUIRED KNOWLEDGE:
- Understanding of financial services and products provided.
- Working knowledge of Microsoft Office Suite (Excel, Word, and Outlook).
EXPERIENCE REQUIRED:
- 1 year of financial institution experience in new accounts or universal banker role.
SKILLS/ABILITIES:
- Excellent data entry skills.
- Exceptional phone demeanor and customer service skills; Ability to listen attentively and assess callers’ needs.
- Positive with a can-do attitude.
- Punctual, reliable, adaptable, and a team player.
- Ability to operate related computer applications and business equipment.
- Solid math and bookkeeping abilities.
Benefits
- Subsidized Medical, Dental, & Vision
- Basic Life/Accidental Death and Disbursement Insurance, Long-term Disability Insurance
- Employee Assistance Program
- Commuter Benefits
- 401K Retirement Plan
- Flexible Spending Accounts – Medical & Dependent Care
- Paid Vacation and Sick days
- 11 paid Holidays per year
- Volunteer Day
- Gift Matching Contribution to Non-Profit Organizations of employee’s choice
- Green Car Program Subsidy for eligible Hybrid and Electric Vehicles
- Employee Referral Program
Base Salary Range
$24 – $33 an hour
Salary may vary depending on multiple factors including but not limited to skill level, depth of work experience, education, relevant licenses/credentials, and geographic location.
EOE, including disability/vets. Job candidates must be legally eligible to work in the United States.