Personal Banker II: Accounts & Solutions Expert

ADP, Inc.; Ventura (CA); On-site; USD 20,000 - 33,000; Full time

Job summary

ADP, Inc. in Ventura, CA is seeking a Personal Banker II to assist customers with account options and financial services, while promoting the Bank’s products. The role may include teller duties and cash handling as part of the daily tasks.

The candidate should have a high school diploma or GED with related experience and a knack for customer service and sales. This position focuses on delivering accurate service and building strong customer relationships.

Qualifications

• High school diploma or GED; 3+ years of related experience.
• Ability to cross-sell bank products and provide customer service.
• Knowledge of account opening, maintenance, and basic banking regulations.

Responsibilities

• Assist customers with account selections and banking services.
• Open, maintain and close account types and process deposits.
• Provide teller support and handle cash transactions.
• Ensure compliance with bank policies and regulatory requirements.
• Promote products and services to customers.

Skills

Customer service

Cross-selling

Account opening

Communication

Cash handling

Banking product knowledge

Education

High school diploma or GED

Tools

Mainframe systems

Banking software

Computer terminals

Job description

ADP, Inc. in Ventura, CA is seeking a Personal Banker II to assist customers with account options and financial services, while promoting the Bank’s products. The role may include teller duties and cash handling as part of the daily tasks.

The candidate should have a high school diploma or GED with related experience and a knack for customer service and sales. This position focuses on delivering accurate service and building strong customer relationships.