Banking Center Specialist: Client Services & Accounts

Community West Bank; Visalia (CA); Hybrid; USD 30,000 - 37,000; Full time

Job summary

Community West Bank in Visalia, CA, is seeking a Banking Center Specialist to support branch operations, assist clients with accounts and lending applications, and handle diverse teller duties. The role requires solid customer service skills, knowledge of banking products, and a strong attention to detail in a fast-paced environment.

The position offers a regular full-time schedule in Visalia with a competitive hourly wage.

Qualifications

• Knowledge of and ability to apply federal/state banking regulations.
• Knowledge of consumer banking products and services.
• Aptitude and enthusiasm for client service and sales.
• Basic math skills (addition, subtraction, multiplication and division).
• Ability to identify denominations and count currency.
• Professional demeanor and speaking skills.
• Good judgment, decision-making, analytical and problem-solving skills.
• Professional and service-oriented demeanor and communication skills.
• Computer proficiency, including internet browsers and Microsoft Office Suite products.

Responsibilities

• Assist clients with account transactions and inquiries, wire transfer requests and related currency, including domestic/foreign currency exchange/sales orders, or account transactions.
• Monitor, maintain custody of, and balance drawer cash and coin.
• Complete required reports to document cash or negotiable instruments pursuant to regulatory requirements.
• Update and close consumer checking/savings accounts and safe deposit boxes.
• Assist clients with the completion of fraudulent activity dispute forms.
• Review ATM deposits to identify potential risks. Initiate a hold or other appropriate action.

Skills

Customer service

Cash handling

Regulatory knowledge

Communication

Math skills

Attention to detail

Sales aptitude

Education

Branch teller experience

New accounts experience

Tools

Microsoft Office

Job description

Community West Bank in Visalia, CA, is seeking a Banking Center Specialist to support branch operations, assist clients with accounts and lending applications, and handle diverse teller duties. The role requires solid customer service skills, knowledge of banking products, and a strong attention to detail in a fast-paced environment.

The position offers a regular full-time schedule in Visalia with a competitive hourly wage.