Banking Center Specialist - Goleta, CA

Central Valley Community Bank; Goleta (CA); On-site; USD 30,000 - 41,000; Full time

Job summary

Central Valley Community Bank is seeking a Banking Center Specialist in Goleta, CA to support branch operations and assist clients with new accounts and lending applications. You will handle deposits, withdrawals, and inquiries, ensuring accuracy and regulatory compliance in daily cash handling.

The role emphasizes customer service and sales, involving account maintenance, fraud forms, and currency handling.

Qualifications

• One year (within last five) of branch teller and/or new accounts experience.
• Two years of recent experience opening business checking and trust accounts, preferred.
• Effective public speaking and presentation skills, preferred.

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

Federal banking regulations

Consumer banking products

Client service and sales

Basic math

Currency counting

Communication skills

Computer proficiency

Judgment and problem-solving

Professional demeanor and speech

Education

Branch teller / new accounts experience

Business checking & trust accounts experience

Public speaking skills

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Banking Center Specialist - Goleta, CA

Regular Full-Time 401k eligible Goleta, CA, US

2 days ago Requisition ID: 1971

STATUS: Non-exempt, full-time, 40 hours per week
DEPARTMENT:Banking Services
LOCATION:Goleta, CA

Job Summary and Scope of Responsibility: Perform various functions in support of branch operations and assist clients with new accounts, consumer/small business lending applications, branch services and account transactions.

Essential Functions: With or without reasonable accommodation must be able to perform all essential job functions as described below.

• 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.

Minimum Qualifications to Perform Essential Functions
Knowledge, Skills and Abilities:

• Knowledge of and ability to accurately apply applicable 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.

Experience and/or Education:

• One year (within last five) of branch teller and/or new accounts experience.
• Two years of recent experience opening business checking and trust accounts, preferred.
• Effective public speaking and presentation skills, preferred.

Excellent benefits package for eligible employees and their families. Competitive salary BOE in the range of $22.00 - $30.00 Hourly.

Equal Employment Opportunity Employer/Veterans/Disabled.