Client Service Associate (Teller)- Hacienda Heights, CA

California Bank & Trust; California (MO); On-site; USD 57,308,000 - 74,501,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance –

Life and Disability Insurance

Health Savings (HSA), Flexible Savings

Paid Training, PTO, 11 Holidays

401(k) with match

Mental health benefits

Tuition Reimbursement

Job summary

California Bank & Trust in Hacienda Heights, CA is seeking a customer-focused Client Service Associate (Teller) to be the face of the branch, delivering personal service while helping clients with daily banking needs and account maintenance.

The role requires a High School diploma or equivalent, strong math and balancing skills, and the ability to cross-sell bank products based on client needs. Schedule is Monday–Friday, with benefits starting day one, and a base hourly range of $20–$26.

Qualifications

• High School diploma or equivalent with cashiering/customer service experience.
• Strong math and balancing skills with banking products understanding.
• Ability to cross-sell bank products based on client needs.

Responsibilities

• Process debit and credit transactions accurately per policies and balance records.
• Assist clients with multiple banking needs including new accounts, money transfers, checks, cards.
• Resolve client issues directly or via referrals.
• Identify cross-sell opportunities by exploring client needs.
• Potential reassignment to alternate branch within 30 miles with notice.
• Other duties as assigned.

Skills

Customer service

Balancing

Cross-selling

Mathematical aptitude

Education

High School Diploma or equivalent

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 a customer-focused full-time Client Service Associate (Teller) to join our team at the Hacienda Heights, CA branch. In this role, you will be the face of our branch, delivering exceptional, personal service to our clients while helping them navigate 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 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.
• You may be reassigned to an alternate branch location depending on business needs within a reasonable distance (30 miles of branch location) and given proper notice.
• Other duties as assigned.

Qualifications:

• Requires High School Diploma or equivalent and some cashiering, customer service, balancing or other related experience.
• Basic knowledge of math, cashiering, balancing, debits, credits, bank products and/or banking.
• Must have solid balancing and customer service skills.
• Ability to cross-sell bank products based on clients needs.

Schedule:

Monday-Friday

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 $20 – $26 hourly depending on job-related factors such as level of experience.