Client Experience Teller | Growth & Cross-Sell

California Bank & Trust; Sacramento (CA); On-site; USD 57,308,000 - 71,635,000; Full time

Benefits offered by this job

Health Insurance

401(k) plan

Paid Time Off

Job summary

California Bank & Trust in Sacramento's South Land Park branch seeks a Client Service Associate (Teller) to serve as the face of the branch, delivering friendly, accurate service and guiding clients through daily banking needs.

The role emphasizes cash handling, account openings, balance accuracy, and cross-selling bank products while maintaining compliance with policies. Monday–Friday work extends with potential location reassignment within a reasonable distance.

Qualifications

• High School Diploma or equivalent.
• Experience in cashiering, customer service, balancing, or related roles.
• Good math skills and familiarity with banking products.

Responsibilities

• Process debit and credit transactions accurately in line with policies.
• Open new accounts and perform related banking services.
• Identify client needs and cross-sell appropriate products.
• Resolve client issues or refer to appropriate resources.
• Flexibility to work at another branch within ~30 miles as needed.

Skills

Customer service

Balancing

Cash handling

Cross-selling

Education

High School Diploma or equivalent

Job description

California Bank & Trust in Sacramento's South Land Park branch seeks a Client Service Associate (Teller) to serve as the face of the branch, delivering friendly, accurate service and guiding clients through daily banking needs.

The role emphasizes cash handling, account openings, balance accuracy, and cross-selling bank products while maintaining compliance with policies. Monday–Friday work extends with potential location reassignment within a reasonable distance.