Client Service Associate (Teller)- Mountain View, CA

California Bank & Trust; Mountain View, Northern (CA, KY); Hybrid; USD 65,273,000 - 85,962,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance -

Life and Disability Insurance

401(k) plan

Paid Time Off

Holidays

Tuition Reimbursement

Mental health benefits

Adoption Assistance

Job summary

California Bank & Trust in Mountain View, CA is seeking a customer-focused Client Service Associate (Teller) to greet clients, process transactions, open accounts, and cross-sell bank products while upholding policies.

The position offers full-time hours, Monday–Friday schedule, base hourly pay range $22.78–$30, and comprehensive benefits including medical, dental, vision, 401(k), PTO, holidays, and tuition reimbursement. Background check per FDIC rules.

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.

Responsibilities

• Process debit and credit transactions accurately in compliance with established policies and procedures, while maintaining an acceptable balancing record.
• Identify and address 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.
• Identify and maximize 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.

Skills

Customer service

Balancing skills

Math proficiency

Cross-sell

Education

High School diploma or equivalent

Job description

Client Service Associate (Teller)- Mountain View, 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 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

• 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.

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