Personal Banker

CyberSearch; Watsonville (CA); On-site; USD 42,000 - 54,000; Full time

Job summary

CyberSearch is seeking a Personal Banker/Member Services III to assist members with financial transactions, new accounts, and loan processing across Santa Cruz County branches. The role emphasizes accurate handling of applications, regulatory compliance, and cross‑selling banking products.

The position requires travel between branch locations, a background in banking or lending, and strong communication skills to build relationships and support overall branch operations.

Qualifications

• Bilingual (English/Spanish) required.
• 1 year consumer lending experience preferred.
• Experience in banking, financial services or customer service is a plus.
• Strong math, cash handling and attention to detail.

Responsibilities

• Deliver attentive customer service and manage customer relationships.
• Support loan origination and loan processing, ensuring applications and records are complete and compliant.
• Explain banking products and upsell to meet customer needs.
• Use banking software and Microsoft Office to maintain records and prevent fraud.

Skills

Bilingual English/Spanish

Customer service

Microsoft Office

Tools

Banking software

Job description

The Personal Banker/Member Services III will accurately and efficiently assist members with financial transactions, new account and loan application processing, resolution of problems, assist with questions and perform a variety of duties to support operations, internal departments and retail functions, while promoting and advising on its products and services. Travel between branch locations in Santa Cruz County is required and will be scheduled in advance.

If you have banking experience and have had some exposure to the lending process, this is a great opportunity to advance your career, and work with a great team!

Have you worked in the auto industry, processing loan applications and coordinating finance tasks? This would be a perfect transitional job to get you into a solid secure banking environment, working with great people, with lots of opportunity for advancement and growth.

Responsibilities

• Deliver attentive customer service and manage customer relationships through clear, professional communication.
• Support loan origination and loan processing, ensuring applications and records are complete and handled in line with financial compliance requirements.
• Explain banking products and services, use sales and appropriate upselling to support customer needs, and apply banking product expertise.
• Use banking and financial software, Microsoft Office, and other technology to maintain records; follow banking regulatory compliance procedures and help prevent and detect fraud.

Experience

• Bilingual (English/Spanish) skills required
• 1 year consumer lending experience, preferably at a bank or credit union, including taking applications and understanding basic lending processes.
• Experience in banking, financial services, customer service, or a related role is preferred, but not required
• Demonstrated relationship management, financial sales, cash handling, cash management, and cash drawer skills are valuable.
• Working knowledge of Microsoft Office; technical proficiency and comfort learning systems are expected.
• Familiarity with financial regulations, financial compliance, and fraud prevention and detection is a plus.
• Math skills, including basic math, retail math, and debits and credits, along with sound judgment and attention to detail.