Customer Banking Specialist: New Accounts & Service

b1BANK; Pasadena (CA); On-site; USD 42,000 - 54,000; Full time

Job summary

b1BANK in Pasadena seeks a Customer Service Representative to provide high quality service, handle transactions and open new accounts while developing customer relationships. You will act as a trusted contact across branches and help meet sales goals.

The role requires strong communication, a customer-first mindset, and compliance with banking regulations. Experience in teller or personal banking is preferred.

Qualifications

• Customer service skills with strong verbal and written communication.
• Ability to build relationships and work collaboratively.
• Problem solving abilities in a banking center environment.
• Knowledge of basic banking products and services for referrals.

Responsibilities

• Serve as the first point of contact for customers and meet their financial service needs.
• Process transactions and assist with new account openings and referrals.
• Support sales campaigns and contribute to achievement of branch goals.
• Assist banking center management with day-to-day operations and inquiries.

Skills

Customer service

Verbal communication

Written communication

Relationship building

Teamwork

Problem solving

Education

High School Diploma or GED

Job description

b1BANK in Pasadena seeks a Customer Service Representative to provide high quality service, handle transactions and open new accounts while developing customer relationships. You will act as a trusted contact across branches and help meet sales goals.

The role requires strong communication, a customer-first mindset, and compliance with banking regulations. Experience in teller or personal banking is preferred.