Community Banking: Client Service Associate (Teller)

California Bank & Trust; San Francisco (CA); On-site; USD 30,000 - 41,000; Full time

Benefits offered by this job

Medical/Dental/Vision

Life and Disability Insurance

401(k) with match

PTO & Holidays

Tuition Reimbursement

Mental health benefits

Job summary

California Bank & Trust in San Francisco is seeking a Client Service Associate (Teller) to deliver friendly, accurate banking service at the San Francisco Main branch. You will process transactions, open or update accounts, and help customers meet their financial goals.

You will identify cross-sell opportunities, resolve customer issues, and may be reassigned within 30 miles as needed. The schedule is Monday–Friday, 8:30am–5:30pm, with comprehensive benefits starting day one.

Qualifications

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

Responsibilities

• Process debit and credit transactions and maintain an accurate balancing record.
• Address client needs by offering banking services (new accounts, updates, transfers, etc).
• Resolve client problems directly or via referrals to other branches/resources.
• Identify and act on cross-sell opportunities with clients.
• May be reassigned to an alternate branch within 30 miles with notice.
• Other duties as assigned.

Skills

Cashiering basics

Customer service

Balancing

Cross-sell

Education

High School Diploma or equivalent

Job description

California Bank & Trust in San Francisco is seeking a Client Service Associate (Teller) to deliver friendly, accurate banking service at the San Francisco Main branch. You will process transactions, open or update accounts, and help customers meet their financial goals.

You will identify cross-sell opportunities, resolve customer issues, and may be reassigned within 30 miles as needed. The schedule is Monday–Friday, 8:30am–5:30pm, with comprehensive benefits starting day one.