Customer-First Banking Specialist

Beal Service Corporation; Sacramento (CA); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401K with company match

11 paid holidays

Vacation/sick days (up to 17 per year)

Job summary

Beal Service Corporation is seeking a Retail Banking Specialist to provide frontline support and service to customers while ensuring adherence to bank policies and regulatory requirements.

The role involves processing transactions, handling various account products, and maintaining accuracy in a fast-paced environment. A strong focus on customer service, data integrity, and teamwork is essential for success.

Qualifications

• Minimum 2–4 years customer service experience.
• High School diploma or equivalent required.
• Proficiency with 10-key touch and Microsoft Office; able to learn banking software quickly.
• Knowledge of banking products, policies, and regulatory guidelines.

Responsibilities

• Process a variety of customer transactions accurately per bank policies and regulations.
• Open, service, and close account products (CDs, Money Market, Savings, Retirement).
• Balance cash drawer and assist with cash vault balancing; handle audits and controls.
• Answer calls, resolve questions and escalate issues as needed to appropriate resources.
• Imaging of documents and quality control checks; maintain organized work area.

Skills

Customer service

Attention to detail

Organizational skills

Communication skills

Problem-solving

Team player

Reliability

Adaptability

Education

High School diploma

Tools

10-key touch

Microsoft Office

Job description

Beal Service Corporation is seeking a Retail Banking Specialist to provide frontline support and service to customers while ensuring adherence to bank policies and regulatory requirements.

The role involves processing transactions, handling various account products, and maintaining accuracy in a fast-paced environment. A strong focus on customer service, data integrity, and teamwork is essential for success.