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Banking Associate

1 month ago

Dana Point, California, United States BankTalent HQ Full time
Job Summary

We are seeking a highly skilled and customer-focused Client Service Associate (Teller) to join our team at our Monarch Beach, CA branch. As a key member of our banking team, you will be responsible for providing exceptional customer service, processing transactions, and identifying opportunities to cross-sell bank products.

Key Responsibilities
  • Process debit and credit transactions accurately and efficiently, while maintaining a high level of customer satisfaction.
  • Identify and address clients' needs by providing a range of services, including account maintenance, loan payments, and ATM card issuance.
  • Resolve clients' problems through direct action or referral to alternative branch or bank resources.
  • Maximize cross-sell opportunities by exploring clients' needs and providing tailored solutions.
Requirements
  • High School Diploma or equivalent required.
  • Previous experience in cashiering, customer service, balancing, or related fields preferred.
  • Basic knowledge of math, cashiering, balancing, debits, credits, bank products, and/or banking.
  • Solid balancing and customer service skills.
  • Ability to cross-sell bank products based on clients' needs.
Benefits
  • Competitive compensation package, including base salary and opportunities for advancement.
  • Comprehensive benefits package, including medical, dental, and vision insurance, life and disability insurance, paid time off, and 11 paid federal holidays.
  • 401(k) plan with company match and profit sharing.
  • Tuition reimbursement and employee ambassador preferred banking products.