Part-Time Client Service Teller – San Mateo

California Bank & Trust; San Mateo (CA); Hybrid; USD 29,000 - 34,000; Part time

Benefits offered by this job

Medical Insurance

PTO & Holidays

401(k) & Profit Sharing

Tuition Reimbursement

Mental health benefits

Job summary

California Bank & Trust in San Mateo, CA is seeking a part-time Teller (Client Service Associate) to deliver high-quality customer service and support daily banking needs at the San Mateo branch.

Responsibilities include processing transactions, opening accounts, balancing cash, and offering additional bank products while ensuring accuracy and compliance. This role offers a friendly, team-driven environment and a flexible part-time schedule.

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

Responsibilities

• Process debit and credit transactions in line 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 bank opportunities through exploring needs
• Other duties as assigned

Skills

Customer service

Balancing

Cross-sell

Math basics

Education

High School Diploma or equivalent

Job description

California Bank & Trust in San Mateo, CA is seeking a part-time Teller (Client Service Associate) to deliver high-quality customer service and support daily banking needs at the San Mateo branch.

Responsibilities include processing transactions, opening accounts, balancing cash, and offering additional bank products while ensuring accuracy and compliance. This role offers a friendly, team-driven environment and a flexible part-time schedule.