Client Service Associate (Teller)- Scripps Poway- San Diego, CA

Zions Bancorporation; San Diego (CA); On-site; USD 29,000 - 34,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

401(k) plan with company match

Paid Time Off (PTO) and holidays

Paid Training

Tuition Reimbursement

Employee banking product ambassador

Job summary

California Bank & Trust is seeking a Client Service Associate (Teller) at the Scripps Poway branch in San Diego, CA. The role focuses on delivering exceptional customer service while guiding clients through routine banking transactions.

You will handle deposits/withdrawals, assist with account openings, and address client needs, with opportunities to cross-sell appropriate banking products. Monday–Friday schedule and comprehensive benefits support growth.

Qualifications

• High school diploma or equivalent required.
• Experience in cashiering or customer service preferred.
• Solid balancing and math skills with bank product knowledge.

Responsibilities

• Process debit and credit transactions accurately following policies.
• Open accounts, issue checks, perform maintenance, and handle transfers.
• Resolve client issues directly or via referrals to branch resources.
• Identify and maximize cross-sell opportunities with clients.

Skills

Customer service

Cashier operations

Balancing

Cross-sell banking

Mathematical accuracy

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 Scripps Poway San Diego , 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.

• 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, 8:30am-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 $21 – $25 hourly depending on job-related factors such as level of experience.

Equal Opportunity Employer

It is the policy of this corporation to provide 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, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.

If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at [phone], Mon.-Fri. between 9 a.m. - 5 p.m. MST.