Client-Focused Banking Center Specialist

Community West Bank

Exeter (CA)

On-site

USD 30,000 - 37,000

Full time

14 days+
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Benefits offered by this job

Benefits package

Job summary

Community West Bank is hiring a Banking Center Specialist in Exeter, CA. The role supports branch operations, assists clients with new accounts, lending applications, and branch services, handling account transactions and currency-related requests.

The position emphasizes client service, regulatory knowledge, and accurate cash handling, with a competitive hourly salary in a full-time schedule.

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.
  • Monitor, balance, and safeguard cash and coin in the drawer.
  • Complete required reports documenting cash or negotiable instruments.
  • Update and close consumer checking/savings accounts and safe deposit boxes.
  • Assist clients with fraudulent activity dispute forms.
  • Review ATM deposits to identify risks and initiate holds or corrective actions.

Skills

Banking regulations
Consumer banking
Customer service
Basic math
Currency handling
Communication
Microsoft Office
Problem solving

Tools

Microsoft Office Suite

Job description

Community West Bank is hiring a Banking Center Specialist in Exeter, CA. The role supports branch operations, assists clients with new accounts, lending applications, and branch services, handling account transactions and currency-related requests.

The position emphasizes client service, regulatory knowledge, and accurate cash handling, with a competitive hourly salary in a full-time schedule.

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