Part-Time Client Service Associate (Teller) – San Mateo, Ca

Zionsbancorp; United States; On-site; USD 29,000 - 35,000; Part time

Benefits offered by this job

Medical, Dental and Vision Insurance —

Life and Disability Insurance

Paid Time Off and Holidays

401(k) plan with company match

Tuition Reimbursement

Job summary

California Bank & Trust in San Mateo, CA is seeking a Part-Time Teller (Client Service Associate) to deliver excellent customer service at the San Mateo branch. You will handle debit/credit transactions, open accounts, issue cards, and assist clients with banking needs in a friendly, community-oriented environment.

The role includes balancing duties, cross-selling opportunities, and problem resolution while maintaining compliance. 25 hours/week, Monday–Friday, 9am–3pm, with competitive benefits.

Qualifications

• Requires High School Diploma or equivalent and related experience.
• Strong math, cashiering, balancing skills.
• Ability to cross-sell bank products based on client needs.

Responsibilities

• Process debit and credit transactions accurately while balancing records.
• Address client needs by providing services such as account maintenance.
• Resolve client issues directly or via referral to resources.
• Identify cross-sell opportunities and assist customers.

Skills

Cashiering

Balancing

Customer service

Cross-selling

Education

High School Diploma or equivalent

Job description

Part-Time Client Service Associate (Teller) – San Mateo, Ca(

Job Number:

1. hours per week: 25

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 experiences, 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 Teller (Client Service Associate) to provide top notch customer service to our clients and customers at our San Mateo, CA branch. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking 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 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-sell banks opportunities through exploring needs
• Other duties as assigned

Qualifications:

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

Schedule: Monday – Friday, 9am – 3pm, 25 Hours/Week

Benefits:

• Medical, Dental and Vision Insurance — START DAY ONE!
• Life and Disability Insurance, Paid Paternal 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
• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
• Mental health benefits, including coaching and therapy sessions
• Tuition Reimbursement for qualifying employees
• Employee Ambassador preferred banking products

This position is eligible to earn $21 – $25.31 hourly depending on job-related factors such as level of experience.

Work Locations

California-San Mateo-OAK – San Mateo Branch
Retail Banking Teller

ABOUT OUR COMPANY

Zions Bancorporation is one of the nation’s premier financial services companies with total assets exceeding $65 billion. Zions operates under local management teams and distinct brands in 11 western states: Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington and Wyoming.
The company is a national leader in Small Business Administration lending and public finance advisory services, and is a consistent top recipient of Greenwich Excellence awards in banking. In addition, Zions is included in the S&P 500 and NASDAQ Financial 100 indices.

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.
Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States.