Client Service Associate – Teller (40 hours) | Tustin, CA

Zions Bancorporation; Tustin (CA); On-site; USD 57,308,000 - 77,366,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Plan

Job summary

California Bank & Trust in Tustin, CA seeks a Client Service Associate – Teller to be the friendly face of the branch, delivering personalized service and guiding clients through daily banking needs. You will process debit and credit transactions, assist with opening accounts, issue cards, handle transfers, and identify cross-sell opportunities while maintaining accuracy and balancing records.

The role requires a HS diploma and 0–1+ years in banking or related fields.

Qualifications

• Requires a High School Diploma or equivalent and 0-1+ years banking, cashiering, customer service, balancing, or other related experience.
• Advance knowledge of cashiering, balancing, debits, credits, bank products, and/or banking.
• Working knowledge of math.
• Must have solid balancing and customer service skills.
• Ability to cross-sell bank products based on clients’ needs.

Responsibilities

• Process debit and credit transactions in compliance with policies; maintain balancing record.
• Assist clients with opening new accounts, ATM cards, transfers, checks, and loan payments.
• Resolve client problems directly or by referral to branch resources.
• Identify and maximize cross-selling opportunities.

Skills

Cash handling

Customer service

Balancing

Cross-selling

Math proficiency

Education

High School Diploma

Job description

Client Service Associate – Teller (40 hours) | Tustin, CA

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate’s unique experience, background, and perspectives and provides a collaborative environment for all employees to grow and thrive.

As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized, and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards.

We are looking for a Client Service Associate (Teller) to join our team at the Tustin, CA branch. In this role, you will be the face of our branch, delivering exceptional and personal service to our clients while helping them navigate their daily banking needs.

Essential Functions:

Responsible for accurately processing debit and credit transactions in compliance with established policies and procedures, while maintaining an acceptable balancing record

Identifies and addresses clients’ needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation of ATM cards, performing money transfers, ordering checks, receiving loan payments, etc.

Resolve clients’ problems either through direct personal action or referral to alternative branch or bank resources

Identifies and maximizes cross-selling bank opportunities through exploring needs

You may be reassigned to an alternate location depending on business needs within a reasonable distance (30 miles of branch location) and given proper notice

Other duties as assigned

Qualifications:

Requires a High School Diploma or equivalent and 0-1+ years banking, cashiering, customer service, balancing, or other related experience

Advance knowledge of cashiering, balancing, debits, credits, bank products, and/or banking

Working knowledge of math

Must have solid balancing and customer service skills

Ability to cross-sell bank products based on clients’ needs

Schedule: Full-time, Monday – Friday, 8:30am-5:00pm

Medical, Dental, and Vision Insurance – START DAY ONE!

Life and Disability Insurance, Paid Parental Leave and Adoption Assistance

Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts

Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays, and any applicable state holidays

401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience

Mental health support, including coaching and therapy sessions

Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire

Employee Ambassador preferred banking products

This position is eligible to earn a base salary in the range of $20 - $27 hourly depending on job-related factors such as level of experience.

This position will be open until filled.

All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations.

Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.

It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.

Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at [e-mail] or 801/844-7618. Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.

California Bank and Trust a division of Zions Bancorporation, N.A. Member FDIC