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

California Bank & Trust; Escondido (CA); On-site; USD 28,000 - 39,000; Part time

Benefits offered by this job

Medical, Dental, Vision Insurance

Paid Time Off

401(k) plan with company match

Tuition Reimbursement

Life and Disability Insurance

Paid Training

Holidays

Parental Leave

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 to clients while helping them navigate daily banking needs.

The role emphasizes building client connections and delivering tailored financial solutions in the community. The position requires a HS diploma and 0-1+ years in banking or customer service, with opportunities to cross-sell and grow within a collaborative,

Qualifications

• Requires a High School Diploma or equivalent and 0-1+ years banking, cashiering, customer service, balancing, or other related experience.
• Advanced 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 following policy and balancing requirements.
• Assist clients with needs such as opening accounts, issuing checks, transfers, and loan payments.
• Resolve client problems directly or via referrals to branch or bank resources.
• Identify cross-selling opportunities based on client needs.
• May be reassigned to an alternate location within ~30 miles with notice.
• Perform other duties as assigned.

Skills

Customer service

Cashiering

Balancing

Cross-selling

Education

High School Diploma

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 Satisfaction” 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.