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

California Bank & Trust; Tustin (CA); On-site; USD 28,000 - 37,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Paid parental leave

Adoption assistance

Health Savings Account (HSA)

Flexible Spending Account (FSA)

Paid time off (PTO)

11 paid federal holidays

401(k) with company match

Profit sharing

Mental health support

Job summary

California Bank & Trust in the United States is hiring for a branch associate role focused on delivering relationship-centered service. You will process transactions, open and maintain accounts, and assist clients with money movements and card activations.

The position emphasizes cross-selling products based on client needs, accurate balancing, and strong customer service skills, with potential reassignment within 30 miles as needed.

Qualifications

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

• 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

Skills

Cross-selling

Customer service

Balancing

Mathematical aptitude

Education

High School Diploma

Job description

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.

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

Benefits:

• 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.