Senior Teller & New Accounts Specialist

First Bank; Costa Mesa (CA); On-site; USD 38,000 - 52,000; Full time

Job summary

First Bank in Costa Mesa, CA is seeking a Banking Specialist II to open new accounts, process routine transactions, and assist clients with products and services. You will provide friendly service, balance cash drawers, and ensure regulatory compliance.

The role requires strong customer service, prior cash-handling experience, and NLMS registration preferred; a high school diploma is required, with 12 months of experience preferred.

Qualifications

• High School Diploma or equivalent required.
• Minimum 12 months of prior client service experience preferred.
• Previous cash-handling experience required.
• Previous banking experience strongly preferred.
• NLMS registration preferred.

Responsibilities

• Open new accounts and maintain existing accounts for clients.
• Process client transactions accurately at the teller window.
• Explain rates, terms and fees and provide required disclosures.
• Identify cross-sell opportunities and refer clients to appropriate products.
• Balance cash drawer, perform audits, and ensure security procedures.
• Deliver courteous service and support branch operations.

Skills

Customer service

Communication skills

Cash handling

Attention to detail

Education

High School Diploma or Equivalent

Job description

First Bank in Costa Mesa, CA is seeking a Banking Specialist II to open new accounts, process routine transactions, and assist clients with products and services. You will provide friendly service, balance cash drawers, and ensure regulatory compliance.

The role requires strong customer service, prior cash-handling experience, and NLMS registration preferred; a high school diploma is required, with 12 months of experience preferred.