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Client Service Associate (Teller) Palm Desert Sun, CA

$20 - $22 per hour
Full-time

California Bank & Trust

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) to provide top-notch customer service to our clients and customers at our Palm Desert Sun 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.
  • You may be reassigned to an alternate branch location depending on business needs within a reasonable distance (30 miles of branch location) and given proper notice.
  • Other duties as assigned.

Qualifications:

  • Requires High School Diploma or equivalent and 6 months cashiering customer service balancing or other related experience.
  • Working 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

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 $20 $22 hourly depending on job-related factors such as level of experience.

Required Experience:

IC

Vacancy posted 12 days ago
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