Client Service Associate (Teller)- Mountain View, CA

California Bank & Trust; Mountain View (CA); On-site; USD 31,000 - 41,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance –

Life and Disability Insurance

Paid Time Off

401(k) plan with company match

Holiday pay

Job summary

California Bank & Trust in Mountain View is seeking a customer-focused Client Service Associate (Teller) to serve as the face of the branch, handling daily banking needs and delivering exceptional service. In this full-time role, you will process debit and credit transactions, open accounts, perform maintenance, and help clients navigate products while identifying cross-sell opportunities.

The position offers benefits starting day one, competitive compensation, and opportunities to grow within a

Qualifications

• High school diploma or equivalent and 6+ months cash handling or customer service experience.
• Solid math, balancing, and cash handling skills.
• Ability to cross-sell bank products based on client needs.

Responsibilities

• Process debit and credit transactions accurately according to policy.
• Open new accounts, maintain accounts, issue cards, and handle transfers.
• Resolve client problems or refer to appropriate branch resources.
• Identify cross-sell opportunities and advise clients accordingly.
• May be reassigned to another branch within 30 miles with notice.
• Other duties as assigned.

Skills

Cashiering

Customer service

Balancing

Cross-selling

Education

High School Diploma or equivalent

6+ months cashiering or related experience

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 Mountain View, CA branch. In this role, you will be the face of our branch, delivering exceptional, 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 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 a High School Diploma or equivalent and 6+ months cashiering, customer service, balancing, or other related experience, or successful completion of company approved training.
• Working 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 $22.78 – $30 hourly depending on job-related factors such as level of experience.