Branch Service Representative (Business Banking)

Jobot; Encinitas (CA); On-site; USD 52,000 - 65,000; Full time

Job summary

Jobot is seeking a Branch Service Representative II to join our team in a frontline capacity, delivering prompt, accurate service to both business and consumer customers. You will process teller transactions, assist with deposits and transfers, and uphold banking policies while building strong customer relationships.

Under Branch Manager supervision, you will handle routine tasks, participate in ongoing training, and ensure compliance with BSA/AML, CIP, OFAC, and related regulations,

Qualifications

• Strong written and verbal communication abilities.
• Excellent interpersonal and customer service skills.
• Ability and willingness to work a flexible schedule.
• Strong time management, prioritization, multitasking, and organizational skills.

Responsibilities

• Serve as frontline representative, strengthening customer relationships with prompt, exceptional service.
• Independently respond to routine inquiries and requests from customers.
• Accurately process teller transactions (over-the-counter, night drop, courier, bank-by-mail).
• Assist customers with deposits, withdrawals, payments, transfers, stop payments, balance inquiries, online banking inquiries, and debit card issues.
• Process wire transfers following documentation, verification, and validation procedures for domestic, international, and FX transfers.

Skills

Communication

Interpersonal skills

Customer service

Time management

Flexibility

Job description

Job details

Bring your banking experience and customer-first mindset to a frontline role where exceptional service, accuracy, and relationship building make an impact every day.

This Jobot Job is hosted by: Emily Klopfenstein

Salary: $50,000 - $65,000 per year

A bit about us

Our client is a customer-focused financial institution committed to delivering responsive, personalized banking solutions to businesses and consumers. Built around exceptional service, integrity, and strong customer relationships, the organization fosters a collaborative environment where employees are empowered to grow their banking expertise while maintaining the highest standards of operational excellence, security, and regulatory compliance.

Why join us

• Expand your banking expertise across teller operations, account servicing, wire transfers, and customer support.
• Build meaningful relationships while delivering high-quality service to business and consumer customers.
• Grow professionally through continuous training and hands‑on exposure to branch banking operations.
• Join a collaborative, service-driven environment that values integrity, accuracy, and teamwork.

Job Details

Under the direct management of the Branch Manager, the Branch Service Representative II performs a variety of branch operational functions. This individual has a strong understanding of banking products and services designed for both business and consumer customers and is capable of independently handling routine and non‑complex tasks with general guidance from management. Employees are expected to embrace the organization’s mission and values and incorporate them into their daily customer and team interactions.

PRIMARY RESPONSIBILITIES

• Serve as a frontline representative of the financial institution, strengthening customer relationships by providing prompt and exceptional service to internal and external customers.
• Independently respond to and assist customers with routine inquiries and requests.
• Accurately process teller transactions, including over-the-counter, night drop, courier, and bank-by-mail transactions.
• Assist customers with deposits, withdrawals, payments, transfers, stop payments, balance inquiries, online banking inquiries, interest rate inquiries, debit card issues, check orders, loan payments, cashier’s checks, and safe deposit access.
• Process wire transfer requests while following established documentation, verification, and validation procedures for domestic, international, and foreign currency (FX) wire transfers.
• Assist with receiving and verifying cash.
• Maintain a general understanding of the new account opening process and required documentation for business and consumer accounts.
• Perform basic account maintenance and service requests.
• Follow all applicable banking policies, procedures, operational standards, and security requirements.
• Adhere to dual-control procedures and other established internal controls.
• Conduct OFAC, Biz Chex, and ChexSystems inquiries as required.
• May be responsible for branch opening and closing procedures.
• Participate in continuous training and professional development related to job responsibilities.
• Perform additional duties as assigned by management.

BACK-UP RESPONSIBILITIES

Provide backup support for other branch service representatives as needed.

ADDITIONAL RESPONSIBILITIES

• Maintain the highest level of confidentiality regarding customer and financial institution information.
• Deliver excellent service to both internal and external customers.
• Complete all required training within established deadlines.
• Comply with all organizational policies and procedures.
• Perform duties in accordance with applicable regulatory requirements, including the Bank Secrecy Act (BSA), Anti-Money Laundering (AML) requirements, Office of Foreign Assets Control (OFAC) sanctions, Customer Identification Program (CIP) requirements, and other applicable banking regulations.
• Participate in required and ongoing compliance training.

KNOWLEDGE AND SKILL REQUIREMENTS

Candidates should understand and adhere to applicable state and federal laws and regulations affecting the financial services industry, including the Bank Secrecy Act, USA PATRIOT Act, Anti-Money Laundering requirements, Customer Identification Program requirements, customer privacy regulations, and the Community Reinvestment Act.

• Strong written and verbal communication skills.
• Excellent interpersonal and customer service skills.
• Ability and willingness to work a flexible schedule.
• Strong time management, prioritization, multitasking, and organizational skills.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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