Client-Focused Banking Center Specialist: Open Accounts & Lending

Community West Bank

Clovis (CA)

On-site

USD 30,000 - 37,000

Full time

19 hours ago
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Job summary

Community West Bank is seeking a Banking Center Specialist in Clovis, CA to support branch operations, assist clients with new accounts and lending applications, and handle daily cash and account transactions.

The role requires ability to manage inquiries, process wire transfers and currency exchanges, and ensure regulatory compliance. A client‑service oriented demeanor with strong accuracy is essential for success.

Qualifications

  • One year of branch teller or new accounts experience.
  • Two years of recent experience opening business checking and trust accounts, preferred.
  • Excellent communication and presentation skills preferred.

Responsibilities

  • Assist clients with account transactions and inquiries, wire transfer requests, and currency exchange.
  • Monitor, balance cash drawer and coin.
  • Complete reports documenting cash or negotiable instruments.
  • Update and close consumer checking/savings accounts and safe deposit boxes.
  • Assist with fraudulent activity dispute forms.
  • Review ATM deposits to identify risks and initiate holds or actions.

Skills

Customer service
Sales aptitude
Regulatory knowledge
Attention to detail
Cash handling
Problem solving

Tools

Microsoft Office Suite

Job description

Community West Bank is seeking a Banking Center Specialist in Clovis, CA to support branch operations, assist clients with new accounts and lending applications, and handle daily cash and account transactions.

The role requires ability to manage inquiries, process wire transfers and currency exchanges, and ensure regulatory compliance. A client‑service oriented demeanor with strong accuracy is essential for success.

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