Client Service Associate (Teller) - El Cajon, CA

California Bank & Trust; El Cajon (CA); On-site; USD 30,000 - 40,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Paid Time Off

Holidays

401(k) Match

Paternal Leave

Adoption Assistance

HSA/FSA

Job summary

California Bank & Trust is seeking a full-time Client Service Associate (Teller) at the El Cajon, CA branch. You will deliver top-notch customer service, handle transactions, and help clients reach their financial goals.

The role requires a high school diploma and 1+ year in banking or customer service, with strong cash handling and balancing skills. A team-oriented, community-focused environment awaits with competitive benefits and growth opportunities.

Qualifications

• High School Diploma or equivalent required.
• 1+ years banking, cashiering, customer service, sales or related experience.
• Proficient in cashiering, balancing, debits, credits and banking products.
• Good math skills and ability to cross-sell bank products.

Responsibilities

• Process debit and credit transactions accurately per policies and maintain balancing records.
• Assist clients with opening accounts, issuing checks, ATM cards, transfers, and loan payments.
• Resolve client issues directly or via referrals to branch resources.
• Identify and maximize cross-sell opportunities based on client needs.
• Other duties as assigned.

Skills

Customer service

Balancing

Cash handling

Cross-selling

Basic math

Education

High School Diploma or equivalent

Tools

Cashier systems

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 experiences, 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 afull-time Client Service Associate (Teller) to provide top-notch customer service to our clients and customers at our El Cajon, CA branch. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you!

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 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-sell bank opportunities through exploring needs.
• Other duties as assigned.

Qualifications:

• Requires a High School Diploma or equivalent and 1+ years of banking, cashiering, customer service, sales, balancing, other related experience, or successful completion of company approved training.
• Proficient 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:

Monday – Friday, 8:30 am – 5:30pm

Benefits:

• Medical, Dental and Vision Insurance – START DAY ONE!
• Life and Disability Insurance, Paid Paternal 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
• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
• Mental health benefits, including coaching and therapy sessions
• Tuition Reimbursement for qualifying employees
• Employee Ambassador preferred banking products

This position is eligible to earn a base salary in the range of $22 – $28.92 hourly depending on job-related factors such as level of experience.