Branch Banking Specialist — Client Services & New Accounts

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

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.