Client Service Associate (Teller)- Sacramento, CA

California Bank & Trust; Sacramento (CA); On-site; USD 57,308,000 - 71,635,000; Full time

Benefits offered by this job

Health Insurance

401(k) plan

Paid Time Off

Job summary

California Bank & Trust in Sacramento's South Land Park branch seeks a Client Service Associate (Teller) to serve as the face of the branch, delivering friendly, accurate service and guiding clients through daily banking needs.

The role emphasizes cash handling, account openings, balance accuracy, and cross-selling bank products while maintaining compliance with policies. Monday–Friday work extends with potential location reassignment within a reasonable distance.

Qualifications

• High School Diploma or equivalent.
• Experience in cashiering, customer service, balancing, or related roles.
• Good math skills and familiarity with banking products.

Responsibilities

• Process debit and credit transactions accurately in line with policies.
• Open new accounts and perform related banking services.
• Identify client needs and cross-sell appropriate products.
• Resolve client issues or refer to appropriate resources.
• Flexibility to work at another branch within ~30 miles as needed.

Skills

Customer service

Balancing

Cash handling

Cross-selling

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 South Land Park 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 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 – $25 hourly depending on job-related factors such as level of experience.