Client-Focused Personal Banker & Accounts Expert

ADP, Inc.; Ventura (CA); On-site; USD 28,000 - 41,000; Full time

Job summary

ADP, Inc. in Ventura, CA is seeking a Personal Banker I B to handle new account processing, cross-selling, and daily banking services. This role involves customer-facing service, teller duties up to 25% of time, and ensuring accurate account documentation and compliance.

The position requires at least a high school diploma or GED with 2+ years in related experience, good communication, and strong organizational skills for high-volume service.

Qualifications

• High school diploma or GED; 2+ years of related experience as a benchmark.
• At least 1 year of experience in branch operation activities and bank products.
• Effective oral, written and interpersonal communication; strong organizational skills.

Responsibilities

• Process new account transactions and assist customers with accounts and services.
• Cross-sell bank products; open, maintain and close account types.
• Provide teller duties as needed and handle deposits, loans and payments.
• Promote good customer relations and refer customers to staff for new services.
• Balance cash and assist with safe deposit duties and daily cash handling.

Skills

Customer service

Sales

Interpersonal communication

Time management

Banking product knowledge

Education

High school diploma or GED

Tools

Mainframe computer system

Account opening software

Word processing

Spreadsheet

Job description

ADP, Inc. in Ventura, CA is seeking a Personal Banker I B to handle new account processing, cross-selling, and daily banking services. This role involves customer-facing service, teller duties up to 25% of time, and ensuring accurate account documentation and compliance.

The position requires at least a high school diploma or GED with 2+ years in related experience, good communication, and strong organizational skills for high-volume service.