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 associates 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) Lead to provide top-notch customer service to our clients and customers at our Chula Vista CA branch. This role focuses on accurately processing debit and credit transactions in compliance with established policies and procedures while maintaining an acceptable balancing record.
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.
Resolves clients problems either through direct personal action or referral to alternative branch or bank resources.
Identifies and maximizes cross-sell banks opportunities through exploring needs.
Other duties as assigned.
Schedule: Monday Friday 8:00 am 5:00pm
Qualifications:
Requires a High School Diploma or equivalent and 2 years banking cashiering customer service balancing other related experience or successful completion of company approved training.
Spanish Language Skills highly preferred
Advanced knowledge of cashiering balancing debits credits bank products and/or banking.
Working knowledge of math
Must have solid balancing and customer service skills.
Ability to cross-sell bank products based on clients needs.
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 has the potential to be an officer level position for the right candidate
This position is eligible to earn a base salary in the range of $22 - $28 hourly depending on job-related factors such as level of experience.
Required Experience:
Senior IC
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