Banker

Banker Position

Kavaliro is seeking a Banker to support a client onsite in Brea, California. The Banker will be responsible for help set up small business accounts. Pay Rate: $20.00 - $28.60 per hour. Essential duties and responsibilities include effectively interviewing and profiling customers to recommend appropriate banking products and services, actively taking advantage of all sales opportunities, cross-selling bank products and services to new and existing customers, generating new business to assist in meeting bank profitability and branch goals, partnering with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience, opening and supporting consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts, maintaining thorough knowledge of bank products and services, ensuring all documentation is approved and uploaded in the core system, processing teller transactions as needed and maintaining an excellent balancing record, responding to client inquiries and requests regarding account, adhering to banking regulations, including but not limited to Bank Secrecy Act, gathering data and processing various reports, providing expedient and courteous service to all clients both in person and on the phone, consistently modeling exemplary customer service, actively listening to customers and maintaining a friendly, positive, professional attitude, proactively identifying and retaining "at-risk" customers, and looking for ways to pleasantly surprise our customers.

Qualifications: A minimum of 2+ years banking teller experience is required. Experience with opening accounts and basic business accounts is required. Minimum of 2+ years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner. Possesses working knowledge of basic banking regulations such as BSA and Information Security. Must possess excellent judgment and the ability to accept responsibility and handle confidential information. Must be proficient in using Word, Excel, and Outlook applications and banking programs.

Kavaliro provides Equal Employment Opportunities to all employees and applicants. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Kavaliro is committed to the full inclusion of all qualified individuals. In keeping with our commitment, Kavaliro will take the steps to assure that people with disabilities are provided reasonable accommodations.