Banking Center Specialist - Visalia, CA

Community West Bank; Exeter (CA); On-site; USD 30,000 - 37,000; Full time

Benefits offered by this job

Excellent benefits package

Job summary

Community West Bank in Visalia, CA is seeking a Banking Center Specialist to support branch operations, assist clients with new accounts, lending applications, and routine transactions.

The role requires accuracy in handling cash, currency exchange, and customer inquiries, with emphasis on service and compliance. It offers non-exempt, full-time hours and benefits. Visalia-based position with on-site work.

Qualifications

• Knowledge of and ability to apply applicable federal/state banking regulations.
• Knowledge of consumer banking products and services.
• Aptitude and enthusiasm for client service and sales.
• Basic math skills and ability to count currency.
• Professional demeanor and communication skills.

Responsibilities

• Assist clients with account transactions and inquiries, wire transfer requests and related currency handling.
• Monitor, maintain custody of, and balance drawer cash and coin.
• Complete required reports to document cash or negotiable instruments.
• Update and close consumer checking/savings accounts and safe deposit boxes.
• Assist clients with fraudulent activity dispute forms.
• Review ATM deposits to identify potential risks and initiate appropriate actions.

Skills

Banking regulations

Consumer banking

Customer service

Currency handling

Communication skills

Office software

Professional demeanor

Tools

Microsoft Office Suite

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 - Visalia, CA

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

24 days ago Requisition ID: 1963

STATUS: Non-exempt, full-time, 40 hours per week
DEPARTMENT: Banking Services
LOCATION: Visalia, 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 - $27.00 Hourly.

Equal Employment Opportunity Employer/Veterans/Disabled.