Part-time Client Service Associate – Teller (35 hours) | Escondido, CA

Zions Bancorporation; Escondido (CA); On-site; USD 28,000 - 39,000; Part time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Paid time off

Paid holidays

401(k) with company match

Life and disability insurance

Tuition reimbursement

Job summary

California Bank & Trust is seeking a Part-time Client Service Associate (Teller) at the Escondido, CA branch. You will be the face of the branch, delivering personal service and guiding clients through daily banking needs while building meaningful relationships in the community.

Essential duties include processing transactions, opening accounts, and cross-selling banking products. You may be assigned to a nearby location within a reasonable distance to support branch operations.

Qualifications

• Requires High School Diploma or equivalent.
• Advance knowledge of cashiering, balancing, debits, credits, bank products, and/or banking.
• Working knowledge of math.
• Must have solid balancing and customer service skills.
• Ability to cross-sell bank products based on clients’ needs.

Responsibilities

• Process debit and credit transactions accurately per policies and procedures.
• Identify client needs and offer services such as account openings, card activation, money transfers, loan payments, etc.
• Resolve client problems directly or refer to other resources as needed.
• Cross-sell bank products by understanding clients’ needs.
• Position may be reassigned to another nearby location as business requires.

Skills

Cashiering

Balancing

Banking knowledge

Customer service

Cross-selling

Mathematical ability

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 experience, 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 Satisfi cler” in Small Business & Middle Market Excellence Awards.

We are looking for a Part-time Client Service Associate (Teller) to join our team at the Escondido, CA branch. In this role, you will be the face of our branch, delivering exceptional and personal service to our clients while helping them navigate their daily banking needs. If you are passionate about building meaningful client connections, providing personalized financial solutions, and bringing full-service banking to life within the community, we’d love to connect with you.

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 of 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-selling bank opportunities through exploring needs

• You may be reassigned to an alternate 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 0-1+ years banking, cashiering, customer service, balancing, or other related experience

• Advance knowledge of cashiering, balancing, debits, credits, bank products, and/or banking

• Working knowledge of math

• Must have solid balancing and customer service skills

• Ability to cross-sell bank products based on clients’ needs

Schedule:

Part-time, Monday – Friday

Benefits:

• Medical, Dental, and Vision Insurance – START DAY ONE!

• Life and Disability Insurance, Paid Parental 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, and any applicable state holidays

• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience

• Mental health support, including coaching and therapy sessions

• Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire

• Employee Ambassador preferred banking products

This position is eligible to earn a base salary in the range of $20 - $28 hourly depending on job-related factors such as level of experience.

Req ID: 071663

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.