Client-Focused Banking Specialist

ActOne Group; Walnut Creek (CA); On-site; USD 42,000 - 56,000; Full time

Job summary

ActOne Group in Walnut Creek, CA seeks an experienced banking professional to join our team. You will open consumer and small business accounts, assist clients with banking products, and cross-sell opportunities while delivering exceptional service.

In this role you will process teller transactions, support branch operations, and ensure adherence to banking regulations and BSA requirements. Strong communication and knowledge of banking systems are essential to success.

Qualifications

• 2+ years of banking/teller experience.
• Experience opening consumer and business accounts.
• Strong customer service and communication skills.
• Knowledge of BSA and banking regulations.
• Proficiency with Microsoft Office and banking systems.

Responsibilities

• Open consumer and business accounts.
• Assist clients with banking products and services.
• Cross-sell and identify new business opportunities.
• Provide exceptional customer service.
• Process teller transactions and support branch operations.
• Ensure compliance with banking regulations and BSA requirements.

Skills

Banking experience

Account opening

Customer service

Regulations knowledge (BSA)

MS Office & banking systems

Tools

Microsoft Office

Banking systems

Job description

ActOne Group in Walnut Creek, CA seeks an experienced banking professional to join our team. You will open consumer and small business accounts, assist clients with banking products, and cross-sell opportunities while delivering exceptional service.

In this role you will process teller transactions, support branch operations, and ensure adherence to banking regulations and BSA requirements. Strong communication and knowledge of banking systems are essential to success.