Relationship-Focused Personal Banker | Digital Tools & Growth

Jobtailor; Fairfield (CA); On-site; USD 38,000 - 52,000; Full time

Job summary

Jobtailor is seeking a customer-focused Teller in California to join our branch team. You will handle cash, assist with account openings, and connect customers with banking solutions using our digital tools.

You will maintain compliance, deliver accurate service, and collaborate with teammates to ensure smooth handoffs to licensed bankers or specialists. The role requires strong communication and the ability to work Saturdays.

Qualifications

• 6+ months of interacting with customers experience

Responsibilities

• Build lasting customer relationships through proactive conversations
• Understand customer needs and connect them with banking products
• Drive branch growth by identifying opportunities and referrals
• Support new account openings and credit applications
• Perform cash handling and teller line activities with compliance
• Use digital tools to enhance customer experience
• Deliver accurate service within risk controls
• Collaborate with teammates to coordinate handoffs to bankers
• Flex between cash handling and customer banking activities
• Provide account openings and ongoing support

Skills

CRM aptitude

Cash handling

Digital tools

Compliance

Financial services

Tools

CRM Software

Digital Banking Tools

Job description

Jobtailor is seeking a customer-focused Teller in California to join our branch team. You will handle cash, assist with account openings, and connect customers with banking solutions using our digital tools.

You will maintain compliance, deliver accurate service, and collaborate with teammates to ensure smooth handoffs to licensed bankers or specialists. The role requires strong communication and the ability to work Saturdays.