Relationship Banking Specialist: Client Experience & Growth

Socket.dev; La Quinta (CA); On-site; USD 38,000 - 60,000; Full time

Job summary

N/A bank branch seeks an experienced teller to deliver exceptional customer service and support account servicing. You will cross-sell bank products, handle daily teller transactions, and assist in regulatory compliance at the branch.

The role requires accurate cash handling, strong communication, and the ability to work with team members to meet customer needs and maintain branch efficiency.

Qualifications

• Basic computer skills including Microsoft Office and banking systems.
• Strong mathematical ability and accuracy in handling transactions.
• Excellent verbal and written communication; superior interpersonal skills.
• Ability to count cash accurately and follow procedures.
• Willingness to participate in ongoing training and compliance audits.

Responsibilities

• Provide outstanding customer service to branch clients.
• Maintain knowledge of bank products and services to support cross-selling.
• Process client transactions and teller functions accurately.
• Handle compliance requirements including BSA, CIP and OFAC.
• Assist with account servicing and problem resolution at the branch level.
• Support with daily branch operations and training of staff as needed.

Skills

Microsoft Office

Mathematics

Analytical skills

Oral and written communication

Interpersonal skills

Time management

Attention to detail

Banking knowledge

Education

High school diploma or GED

Job description

N/A bank branch seeks an experienced teller to deliver exceptional customer service and support account servicing. You will cross-sell bank products, handle daily teller transactions, and assist in regulatory compliance at the branch.

The role requires accurate cash handling, strong communication, and the ability to work with team members to meet customer needs and maintain branch efficiency.