Client Service Associate – Teller (40 hours) | Tustin, CA

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 experience 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 join our team at the Tustin CA branch. In this role you will be the face of our branch delivering exceptional and personal service to our clients while helping them navigate their daily banking needs.

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 of 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-selling bank opportunities through exploring needs

• You may be reassigned to an alternate location depending on business needs within a reasonable distance (30 miles of branch location) and given proper notice

• Other duties as assigned

Qualifications:

• Requires a High School Diploma or equivalent and 0-1 years banking cashiering customer service balancing or other related experience

• Advance 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

Schedule: Full-time Monday Friday 8:30am-5:00pm

Benefits:

• Medical Dental and Vision Insurance START DAY ONE!

• Life and Disability Insurance Paid Parental 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 and any applicable state holidays

• 401(k) plan with company match Profit Sharing competitive compensation in line with work experience

• Mental health support including coaching and therapy sessions

• Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business maximum of $5250 per calendar year employees are eligible for the program upon hire

• Employee Ambassador preferred banking products

This position is eligible to earn a base salary in the range of $20 - $27 hourly depending on job-related factors such as level of experience.