Banking Customer Experience Specialist

Beacon Business Bank; San Francisco (CA); On-site; USD 50,000 - 65,000; Full time

Job summary

Beacon Business Bank is seeking a Customer Service Representative in San Francisco to support daily branch operations and deliver outstanding service. You will handle transactions, assist with account inquiries, and promote banking products to clients.

The role emphasizes accuracy, efficiency, and a customer-first mindset in a fast-paced banking environment with opportunities to support sales goals and maintain strong client relationships.

Qualifications

• High school diploma or equivalent required.
• 1-3 years of banking, teller or operations experience preferred.
• Strong cash handling and transactional accuracy skills.
• Working knowledge of banking regulations and compliance practices preferred.
• Excellent communication and interpersonal skills.

Responsibilities

• Provide prompt, professional, and courteous service to all clients.
• Assist customers with account inquiries, transactions, and service requests.
• Enlighten clients on bank products and services, identifying opportunities for cross-selling.
• Resolve customer concerns and elevate issues as needed to ensure positive outcomes.
• Accurately process daily transactions, including deposits, withdrawals, transfers, and payments.
• Balance cash drawer and maintain accurate transaction records.
• Identify client needs and refer appropriate banking products and services.
• Support branch sales goals through referrals and customer engagement.

Skills

Customer service

Cash handling

Attention to detail

Interpersonal skills

Multitasking

Microsoft Office

Education

High school diploma or equivalent

Associate's or Bachelor's degree preferred

Tools

Microsoft Office

Job description

Beacon Business Bank is seeking a Customer Service Representative in San Francisco to support daily branch operations and deliver outstanding service. You will handle transactions, assist with account inquiries, and promote banking products to clients.

The role emphasizes accuracy, efficiency, and a customer-first mindset in a fast-paced banking environment with opportunities to support sales goals and maintain strong client relationships.