Client Banking Specialist

Banner Bank

El Cajon (CA)

On-site

USD 42,000 - 51,000

Full time

14 days+

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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
LTD
STD
Life insurance
Paid vacation time
Sick time
11 company paid holidays
401k match
Tuition reimbursement

Job summary

Banner Bank in El Cajon, CA is seeking a Bank Teller to process transactions, greet clients, and support financial goals with product referrals. You will represent the bank in person and by phone, delivering excellent service while adhering to procedures and regulatory requirements.

The role emphasizes reliability, attention to detail, and teamwork to ensure accurate processing and a positive customer experience in a local branch setting.

Qualifications

  • High School Diploma or GED required.
  • Equivalent combination of education and experience may be considered.
  • Entry-level experience in cashiering, bookkeeping, client service, or sales with goals is required.

Responsibilities

  • Process client transactions accurately and efficiently following policies.
  • Provide an excellent client experience and serve as the face of the Bank.
  • Refer clients to Bank products and services to help achieve financial goals.
  • Refer clients to Bank specialists when appropriate.
  • Work effectively as a team contributor on assignments.
  • Maintain reliability and punctuality.
  • Sell Bank products through in-person and telephone conversations.
  • Comply with policies, procedures, security and regulations.

Skills

Customer service
Sales
Attention to detail
Organizational skills
Communication

Education

High School Diploma or GED
Equivalent combination of education and experience considered in lieu of a degree

Tools

Windows-based applications
Calculator use

Job description

Banner Bank in El Cajon, CA is seeking a Bank Teller to process transactions, greet clients, and support financial goals with product referrals. You will represent the bank in person and by phone, delivering excellent service while adhering to procedures and regulatory requirements.

The role emphasizes reliability, attention to detail, and teamwork to ensure accurate processing and a positive customer experience in a local branch setting.

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