Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Service Representative (FSR) - Bakersfield Cal Ave

Bank of the Sierra

Bank Teller

Responsibilities include, but are not limited to:

  • Greet new customers
  • Interview customers to obtain information and explain available financial and deposit services, consumer services, and online banking services
  • Discuss any limits, requirements, or fees associated with an account
  • Refers prospects and customers to other areas of the bank for additional services
  • Promote strong customer and client interactions, build relationships, participate in cross-selling, and offer new products and services
  • Collect initial account deposit and process for customer
  • Rents safe deposit boxes and assists customers with safe deposit boxes
  • Maintains customer branch legal files, including MSB accounts
  • Ensure that all client information is confidential
  • Order checks and/or debit cards
  • Comply and stay up to date with applicable laws and regulations through compliance online training
  • Close CDs, IRAs, and Safe Deposit Boxes
  • Assist customers to complete consumer loan applications and forwarding applications to the appropriate department
  • Complete Chex Systems verification on new accounts
  • Answers questions in person or on the telephone and refers customers to other bank services as necessary
  • Demonstrate good risk management decisions, including displaying solid knowledge of guidelines for fraud prevention and robbery
  • May need to travel to another branch location to assist with coverage
  • Participates in qualifying CRA activities
  • Collect and review required documentation based on account ownership
  • Other duties as assigned

Required knowledge, skill, and ability:

  • Excellent customer service skills, attentiveness, information retention, tact, and diplomacy in dealing with both customers and employees
  • Advanced written and verbal communication skills for maintaining good relationships with customers and addressing concerns promptly to increase customer satisfaction
  • Problem-solving skills for identifying and addressing customer concerns
  • Detail-oriented, high degree of accuracy
  • Multitasking skills for handling multiple clients and their accounts
  • Excellent computer skills to enable the use of online programs account and record management

Education and experience:

  • A high school diploma or GED equivalent is required.
  • Plus, two (2) or more years of experience in bank operations, new accounts, or credit assistant/loan positions.
  • Banking industry knowledge including, Credit Cards, Debit Cards, Deposit and Loan Products for Consumers, Small Business, and Commercial Clients.

Work environment:

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, scanners, filing cabinets, and fax machines. The noise level in the work environment is usually moderate. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Physical demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is frequently required to stand; use hands to handle or feel; reach with hands and arms and talk or hear. The employee is occasionally required to walk and sit. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.

At-will employment notice:

I understand that, if hired, my employment with Bank of the Sierra is at-will, meaning that either I or the bank may terminate the employment at any time, with or without cause or advance notice, so as long as the reason is lawful.

By submitting this application, you understand and agree to the at-will notice.

Bank of the Sierra is proud to be an equal opportunity workplace and is an affirmative action employer committed to equal employment opportunities regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

Required Education:

High School or better.

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Bank of the Sierra
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Service Representative (FSR) - Bakersfield Cal Ave in Bakersfield, CA vacancy
  • $70k - $100k

     ...growth potential and the opportunity to build a future in financial services, insurance, and leadership? Benefits Health insurance Opportunity...  ...and realize their dreams. Our office is located in Bakersfield, CA. I have been a State Farm agent since 2007. Our... 
    Suggested
    For contractors
    Work at office
    Flexible hours

    State Farm Agent

    Bakersfield, CA
    3 days ago
  • $21 - $24 per hour

     ...truly understand your customers' current financial state and anticipate their future needs...  ...with other Tri Counties Bank financial services professionals providing specialized...  ...in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and... 
    Suggested
    Hourly pay

    Tri Counties Bank

    Bakersfield, CA
    3 days ago
  • $70.3k - $150k

     ...Locations Showing 1 location Bakersfield Main 5000 California Ave Ste 110 Bakersfield, CA 93309...  ...company you can be proud to represent. The hiring range for the Financial Advisor is $70,304 to $150,00...  ...suitable financial products and services depending on each Client’s... 
    Suggested
    Full time
    Local area

    Tri Counties Bank

    Bakersfield, CA
    18 hours ago
  • $34 - $60 per hour

     ...affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby...  ...: Stockdale: 5401 California Ave. Bakersfield, CA Village Oaks: 8000 White Lane Bakersfield... 
    Suggested
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Bakersfield, CA
    4 days ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from... 
    Suggested
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Bakersfield, CA
    18 hours ago
  • $34 - $60 per hour

     ...affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby...  ...: Stockdale: 5401 California Ave. Bakersfield, CA Village Oaks: 8000 White Lane Bakersfield... 
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Bakersfield, CA
    4 days ago
  • $21.68 - $26.49 per hour

     ...customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...  ...educating clients on available deposit and loan products and services, and recommending financial solutions based on each customer's... 
    Temporary work

    US Bank

    Bakersfield, CA
    4 days ago
  • $150k

     ...an exciting career with Beer Financial Group, a growing network within...  ...as a full-time financial representative in Princeton, NJ; held leadership...  ...swimmer and team captain at Cal State Northridge; recognized...  ...experience in insurance, financial services, or business development is... 
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week

    Beer Financial Group

    Bakersfield, CA
    3 days ago
  •  ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern...  ...in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping... 
    Local area

    Modern Woodmen

    Bakersfield, CA
    1 day ago
  • $150k

     ...something more meaningful? At Beer Financial Group (BFG), we’re driven by...  ...generations to come. Our representatives play a vital role in helping...  ...transition into financial services. You’ll be surrounded by...  ...swimmer and team captain at Cal State Northridge; recognized... 
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours

    Beer Financial Group

    Bakersfield, CA
    7 days ago
  •  ...We're Hiring! This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We want to work alongside those who are equally committed to excellence and personal achievement. Our team is comprised... 
    For contractors
    Work at office

    Jose Ramos - State Farm Agent

    Bakersfield, CA
    1 day ago
  •  ...Brand: Advance America Address : 3811 Ming Ave., Bakersfield, California, United States - 93309 Purpose Financial, Inc. is an innovative consumer financial services company that offers a diverse suite of credit products, promoting financial inclusion and... 
    Full time
    Casual work
    Bank staff
    Work at office

    Purpose Financial

    Bakersfield, CA
    2 days ago
  • $45.76k - $61.92k

     ...you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships...  ..., and Renters Insurance. Our office is located in Bakersfield CA. We currently have 10 team members at our agency.... 
    Hourly pay
    For contractors
    Work at office

    Darlene Denison - State Farm Agent

    Bakersfield, CA
    2 days ago
  •  ...and delivering extraordinary customer service while maintaining a strong commitment to...  ...technology, you will be front and center representing our brand and interacting with our...  ...best investment solutions to meet their financial needs. As a Private Client Advisor in Chase... 

    Chase

    Bakersfield, CA
    1 day ago
  • $16.9 per hour

     ...Sales Representative (NE)-Bakersfield D.R. Horton, Inc., the largest homebuilder in the U.S., was founded in 1978 and is a publicly traded company...  .... The Company also provides mortgage financing and title services for homebuyers through its mortgage and title... 
    Night shift

    D.R. Horton

    Bakersfield, CA
    1 day ago
  • $18 - $21 per hour

     ...MAJOR RESPONSIBILITIES Handles customer service transactions, such as receiving and...  ...customer inquiries. Probes for customer financial needs and recommends bank products and...  ...in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 5... 
    Hourly pay
    Local area

    Tri Counties Bank

    Bakersfield, CA
    1 day ago
  • $18 per hour

     ...Office Clerk - Bakersfield Bakersfield CA 3PL - Bakersfield, CA 93308 Overview Salary Range $18.00 - $18.00 Hourly Position...  ...is seeking a motivated and customer-focused Customer Service Representative to join our dynamic team. In this role, you will be the first... 
    Hourly pay
    Full time
    Work at office

    Temco Logistics

    Bakersfield, CA
    3 days ago
  • $16 - $17 per hour

     ...you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships...  ...realize their dreams. Our office is located in Northeast Bakersfield. I have been a State Farm agent since 2000. Before... 
    Hourly pay
    For contractors
    Work at office

    Mike Brazzell - State Farm Agent

    Bakersfield, CA
    2 days ago
  •  ...includes; providing excellent customer/patient services via phone and in person; referring...  ...registration and educate on future balances and financial responsibility for services rendered....  ...method of payment for service (Medi-Cal, Medicare, private insurance, private pay... 
    Work at office
    Local area

    Clinica Sierra Vista

    Bakersfield, CA
    4 days ago
  • $70.3k - $71.69k

     ...in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Financial...  ...PHYSICAL DEMANDS:The physical demands described here are representative of those that must be met by an employee to successfully perform... 
    Full time
    Work experience placement

    Westamerica Bank

    Bakersfield, CA
    18 hours ago
  • $16.9 per hour

     ...community, through the commitment to Do The Most Good at our Bakersfield Union Ave Thrift Store, which supports the Adult Rehabilitation...  ...promote a positive shopping/donor experience, enhance customer service, problem-solving and teamwork skills, while contributing to... 
    Part time
    Local area
    Immediate start
    Flexible hours
    Shift work
    Afternoon shift

    Salvation Army Western Territory

    Bakersfield, CA
    3 days ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework...  ...financial strength and access to the best products and services for our clients. Our Financial Representatives and... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Bakersfield, CA
    3 days ago
  • $57.5k - $106.5k

     ...Deadline: 09/29/2026 Address: 5201 California Ave. Job Family Group: Wealth Sales & Service Provides financial and investment planning and advice in...  ...Type: Salaried & Commission The above represents BMO Financial Group's pay range and type. Salaries... 
    Contract work
    Part time
    Local area

    Bank of Montreal

    Bakersfield, CA
    4 days ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Bakersfield, CA
    4 days ago
  • $22 - $28 per hour

     ...Financial Aid Advisor Bakersfield - Bakersfield, CA 93304 Overview Salary Range $22.00 - $28.00 Hourly Position Type Full-Time Job Shift Day...  ...IV. Demonstrated skills in modeling a strong customer service orientation. Demonstrated skills in establishing and... 
    Hourly pay
    Full time
    Temporary work
    Work at office
    Flexible hours
    Shift work

    Success Education Colleges

    Bakersfield, CA
    1 day ago
  • $1,000 per month

    Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from... 
    Full time
    Internship
    Local area

    UNAVAILABLE

    Bakersfield, CA
    18 hours ago
  • Northwestern Mutual is offering an internship program for College Financial Representatives in Bakersfield, California. Interns will build an integrated financial planning practice while engaging with local experts and gaining valuable experience. The program allows time... 
    Full time
    Internship
    Local area

    Northwestern Mutual

    Bakersfield, CA
    18 hours ago
  • $110k

     ...Position: Outside Sales Associate Location: Bakersfield/Fresno, CA (Remote role but must reside...  ...next twenty years without failing. You represent the manufacturers we've partnered with...  ...Prospect and promote products, services, and solutions within assigned commercial... 
    Full time
    Work at office
    Remote work
    Night shift

    Rust Automation and Controls

    Bakersfield, CA
    4 days ago
  • $16.9 per hour

     ...-time Memorial Cup Champion Edmonton Oil Kings, and the AHL's Bakersfield Condors. OEG operates Rogers Place, North America's premier sports...  ...about Sports and Entertainment You have strong customer service skills and the ability to ensure excellent customer care to... 
    Flexible hours
    Shift work
    Night shift
    Afternoon shift

    Bakersfield Condors

    Bakersfield, CA
    2 days ago
  • $79k - $127.65k

     ...Category: Professional All Job Posting Locations: Bakersfield, California, United States Job Description: We are...  ...Company's consolidated retirement plan (pension). Positions Represented by CBA: Please use the following language: This position... 
    Work experience placement
    Internship
    Live in
    Local area
    Immediate start
    Relocation
    Night shift

    Johnson and Johnson

    Bakersfield, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Service Representative (FSR) - Bakersfield Cal Ave. Be the first to apply!