Banker

Kavaliro

San Diego (CA)

On-site

USD 105,000 - 130,000

Full time

14 days+

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Job summary

A recruitment agency is seeking a dedicated Banker in San Diego, CA for a full-time position with salary ranging from $105,000 to $130,000. The role involves opening new accounts, cross-selling bank products, and ensuring compliance with regulations. Candidates should have solid customer service skills and experience in banking. This opportunity is ideal for those looking to advance their careers in finance and banking while providing exceptional client service.

Qualifications

Minimum three years banking teller experience required for Senior position.
Proficient in opening consumer and complex business accounts.
Strong knowledge of banking regulations such as BSA.

Responsibilities

Interview customers to recommend appropriate banking products.
Cross-sell bank products to meet profitability goals.
Ensure compliance with banking regulations.

Skills

Strong customer relations skills

Proficiency in Word, Excel, Outlook

Knowledge of banking regulations

Excellent judgment

Education

Banking experience

Job description

Our client is seeking a Banker for a direct hire opportunity. Depending on experience, you could be the next Client Service Representative II, III, or Senior level Client Service Representative. Please see below for more details and we look forward to connecting with you! Apply today!

Senior New Accounts/CSR III

The position requires knowledge and skill in opening new consumer and complex business accounts. Responsibilities include processing all new account transactions, assisting clients in selecting various accounts and financial services, actively cross‑selling the Bank’s products and services, maintaining and closing all account types, performing branch clerical duties, promoting business by maintaining good client relations and referring clients to appropriate staff and partners for new services, and ensuring compliance with all Bank policies, procedures and applicable state and federal banking regulations.

New Accounts/CSR III

The position requires knowledge and skill in opening new consumer and basic business accounts. Responsibilities include processing all new account transactions, assisting clients in selecting various accounts and financial services, actively cross‑selling the Bank’s products and services, maintaining and closing all account types, performing branch clerical duties, promoting business by maintaining good client relations and referring clients to appropriate staff and partners for new services; supervising authority is not present; and ensuring compliance with all Bank policies, procedures and applicable state and federal banking regulations.

New Accounts/CSR II

The position requires knowledge and skill in opening new consumer accounts. Responsibilities include processing all new account transactions, assisting clients in selecting various accounts and financial services, actively cross‑selling the Bank’s products and services, maintaining and closing all account types, performing branch clerical duties, promoting business by maintaining good client relations and referring clients to appropriate staff and partners for new services; supervisory authority is not present; and ensuring compliance with all Bank policies, procedures and applicable state and federal banking regulations.

Qualifications

Senior New Accounts/CSR III

Minimum of three years banking teller experience required.
Advanced experience with opening consumer accounts and complex business accounts required.
Prior supervisory experience preferred.
Minimum of three years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative and positive manner.
Strong knowledge of basic banking regulations such as BSA and Information Security.
Excellent judgment, ability to accept responsibility and handle confidential information.
Proficiency in using Word, Excel, Outlook applications and banking programs.

New Accounts/CSR III

Minimum of two years banking teller experience required.
Experience with opening consumer accounts and basic business accounts required.
Minimum of two years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner.
Working knowledge of basic banking regulations such as BSA and Information Security.
Excellent judgment, ability to accept responsibility and handle confidential information.
Proficiency in using Word, Excel, Outlook applications and banking programs.

New Accounts/CSR II

Minimum of one year of banking teller experience required.
Beginner experience with opening consumer accounts required.
Beginner experience opening basic business accounts preferred.
Minimum of one year of strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner.
Excellent judgment, ability to accept responsibility and handle confidential information.
Proficiency in using Word, Excel, Outlook applications and banking programs.

Responsibilities (combined)

Effectively interview and profile customers to recommend appropriate banking products and services.
Actively take advantage of all sales opportunities, cross‑sell bank products and services to new and existing customers, ensuring recommended products meet the customer’s needs, and referring clients to appropriate staff and/or partner(s) as needed.
Generate new business to assist in meeting bank profitability and branch goals.
Effectively partner with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience.
In conjunction with the Manager, make monthly business development calls as assigned.
Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate accounts.
Support business clients with essential Treasury Services (e.g., RDC, Armored, Courier Service).
Maintain thorough knowledge of bank products and services and stay abreast of applicable New Account laws, procedures, proper account titling, and required documentation.
Ensure all documentation is approved and uploaded in the core system.
Process teller transactions as needed and maintain an excellent balancing record.
Respond to client inquiries and requests regarding account.
Adhere to Banking regulations, including but not limited to the Bank Secrecy Act.
Gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.) as assigned.
Provide expedient and courteous service to all clients both in person and on the phone.
Consistently model exemplary customer service.
Actively listen to customers and maintain a friendly, positive, professional attitude.
Proactively identify and retain "at‑risk" customers.
Look for ways to pleasantly surprise customers, doing something above and beyond their expectations that makes them feel special.
Minimum of 10 hours CRA volunteer hours per year; volunteer hours are typically scheduled within business hours and are compensable with mileage reimbursement.
Other duties as assigned.