Customer Services Specialist/Teller
Company: Industrial and Commerce Bank Of China USA NA
Location: San Francisco
Posted on: February 17, 2026
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Job Description:
Job Description Job Description Job Title: Customer Services
Specialist Department: Consumer Banking - Oakland Branch (401 9th
Street, Oakland, CA 94607) Classification: Non-exempt Reports to:
Branch Manager Summary/Objective: The 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. Essential Functions: Reasonable accommodations 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
appropriaterecommendations.4.Open new accounts, close accounts,
complete deposit tickets, withdrawal slips and money order forms
asrequested; 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 signatureson 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: 1.In 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 preferred
6.Customer orientation, may need to follow up customer call besides
of bank office hour 7.Detailed orientation and well-organized skill
8.NMLS is must and previous mortgage loan experience is strongly
preferred 9.Need to understand the local and China financial system
10.Have Real estate agent/ broker network is highly preferred
Physical Demands: This is largely a sedentary role, requiring use
of typical office equipment such as a computer, laptop and cell
phone. Most work is completed in an office environment. Walking
around the office and talking to employees and supervisors is
required. 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. Language/Communication Skills: Must
be able to read and comprehend simple instructions, correspondence,
memos and procedures in English. Ability to effectively communicate
with customers in a pleasant manner; must be outgoing and friendly.
Ability to listen carefully to determine what customer may need.
Ability to speak Cantonese, Mandarin and other Chinese dialects is
highly desirable. Other Duties: Please note this job description is
not designed to cover or contain a comprehensive listing of
activities, duties or responsibilities that are required of the
employee for this job. Duties, responsibilities and activities may
change at any time with or without notice. It is understood and
agreed that the employee may be required to perform additional
duties as assigned by the employee’s supervisor or Manager. Risk
Management Responsibilities: Owns the risks they take and are
responsible and accountable for ongoing management of risks,
including the identifying, measuring, monitoring, assessing
(self-assessment) and reporting risk exposure proactively to senior
management.
Keywords: Industrial and Commerce Bank Of China USA NA, Woodland , Customer Services Specialist/Teller, Accounting, Auditing , San Francisco, California
