Customer Service Representative - Walnut Creek

F&M Bank; Walnut Creek (CA); On-site; USD 30,000 - 34,000; Part time

Job summary

F & M Bank in Walnut Creek, CA is seeking a part-time Customer Service Representative to work 30 hours per week. You will handle a variety of transactions with a strong emphasis on customer care and accurate processing, both in person and via drive‑up or phone.

The role requires at least 1 year of cash handling experience, a high school diploma, and the ability to maintain security and accuracy in all duties. Bilingual skills are a plus.

Qualifications

• High school diploma or equivalent is required.
• Minimum of 1 year of cash handling experience.
• Credit history check successfully completed as a condition of employment.
• Spanish speaking preferred but not required.
• Ability to process transactions accurately and securely.

Responsibilities

• Provide prompt, friendly customer service and accurately process a variety of transactions.
• Identify customer needs and promote appropriate products; refer to branch staff when needed.
• Maintain security and internal controls to protect customers’ funds and information.
• Efficiently and accurately process teller transactions for in‑person, drive‑up, or phone interactions.

Skills

Customer service

Communication

Cash handling

Sales referrals

Education

High School Diploma

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Part-time Equivalent Staff Walnut Creek, CA, US

Salary Range: $22.00 To $25.30 Hourly

Customer Service Representative - 30 Hours

Department: Retail Bank

Employment Status: Hourly, Non-Exempt

Supervises Others: No

Salary: $22.00 - $25.30 (commensurate with experience & qualifications)

F & M Bank’s Tellers/Customer Service Representatives (“CSR”) are responsible for providing prompt, friendly customer service and accurately processing a variety of customer transactions. They are expected to consistently provide an exceptional customer experience when interacting with customers either in person, on the telephone, at the drive‑up, or when interacting with other internal Bank departments and staff.

• Tellers/Customer Service Representatives are the “face” of the Bank to our customers and as such, are expected to consistently present a professional image and communicate effectively
• CSR’s proactively identify a customer’s financial needs, promote appropriate products and services by cross‑selling or making referrals to other branch staff
• CSR’s take care to ensure the safety and soundness of our customer’s funds and financial information by following security and internal controls requirements in their job duties at all times
• CSR’s efficiently and accurately process customer transactions

Who are we looking for?

• A service “champion” who models exceptional customer relations and implements effective ways to deliver personalized service based on individual customer needs
• Self-starter who demonstrates effective lobby management practices and who performs transactions both accurately and efficiently
• A top‑notch, personable communicator who listens for customer cues while processing transactions and proactively resolves problems with finesse
• An individual devoted to operational excellence, adhering to high ethical standards and who contributes to the branch’s promotional campaign goals
• A team‑player who shares ideas and information to streamline operations

Also required:

• Successful completion of a credit history check is a condition of employment
• Minimum of a high school diploma or equivalent
• Spanish Speaking preferred but nor required
• Minimum of 1 year of recent cash handling experience
• Satisfactory completion of the Teller Test