Teller - Millbrae, CA

California Bank & Trust; Millbrae (CA); On-site; USD 10,000 - 60,000; Full time

Job summary

California Bank & Trust is seeking a Client Service Associate (Teller) for the Millbrae branch. This entry-level position involves processing transactions, addressing client needs, and providing excellent customer service in a collaborative environment. Ideal candidates will have a High School Diploma and some experience in customer-facing roles. Benefits include medical, dental, and vision insurance starting on day one, along with a competitive hourly wage.

Benefits

Medical, Dental and Vision Insurance

Life and Disability Insurance

Paid Time Off (PTO)

401(k) plan with company match

Tuition Reimbursement

Qualifications

• Experience in cashiering or customer service preferred.
• Basic knowledge of math and bank products.
• Solid balancing and customer service skills required.

Responsibilities

• Process debit and credit transactions accurately.
• Identify and address clients' needs.
• Maximize cross-sell opportunities.

Skills

Customer Service

Balancing

Cashiering

Education

High School Diploma or equivalent

Job description

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Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.

As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register . Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards.

We are looking for a Client Service Associate (Teller) to provide top-notch customer service to our clients and customers at our Millbrae, CA branch . If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you!

Essential Functions:

• Responsible for accurately processing debit and credit transactions in compliance with established policies and procedures, while maintaining an acceptable balancing record.
• Identifies and addresses clients' needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation ATM cards, performing money transfers, ordering checks, receiving loan payments, etc.
• Resolve clients' problems either through direct personal action or referral to alternative branch or bank resources.
• Identifies and maximizes cross-sell bank opportunities through exploring needs.
• Other duties as assigned.
  
  

Qualifications:

• Requires High School Diploma or equivalent and some cashiering, customer service, balancing or other related experience.
• Basic knowledge of math, cashiering, balancing, debits, credits, bank products and/or banking.
• Must have solid balancing and customer service skills.
• Ability to cross-sell bank products based on clients' needs.
  
  

Schedule: Monday – Friday, 8:30 am – 5:15pm

Benefits:

• Medical, Dental and Vision Insurance – START DAY ONE!
• Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance
• Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
• Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays
• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
• Mental health benefits, including coaching and therapy sessions
• Tuition Reimbursement for qualifying employees
• Employee Ambassador preferred banking products
  
  

This position is eligible to earn a base salary in the range of $21 – $24.50 hourly depending on job-related factors such as level of experience.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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