Retail Banking Specialist - San Diego, CA Branch
Monet Service, Inc
Addison, Texas Summary: Come join our thriving retail banking team and bring your passion for great customer service! Retail Banking Specialists are part of a small, vital, hands‑on team who provide exceptional frontline service and support to our current and prospective customers. In this essential role for Monet Bank (operating under the Beal Bank Texas charter), you will ensure all bank policies, procedures and regulatory compliance are adhered to on a daily basis through effective communications, strong product knowledge and a friendly, responsive approach. Rather than focus on sales goals, the Bank is known for our competitive rates, secure growth and great service. This position is based at Monet Bank’s Addison, TX location with working hours from 7:45am to 4:15pm Monday through Friday. Essential Job Duties & Responsibilities (Include but are not limited to): Process a variety of customer transactions accurately and efficiently in accordance with bank policies, procedures and regulations, including the opening, servicing and closing of all account products (CDs, Money Market, Statement Savings and Retirement Accounts) Required participation in Community Reinvestment Act (CRA) activities by volunteering during business hours with qualifying organizations, ensuring all mandatory monthly metrics for the branch are met Conduct teller transactions such as cashing checks, processing deposits and withdrawals, issuing Monetary Instruments, placing stop payments, etc. Enhance the overall customer satisfaction and the professional reputation of the Bank by warmly greeting, engaging and developing good professional relationships with customers Perform opening, closing and other branch duties Balance cash drawer and assist with cash vault balancing Open and process incoming mail Complete logs, reports and control checks while maintaining a neat and organized work area Answer incoming phone calls, address customer questions and concern and elevate any problems or disputes to appropriate internal resources for resolution Image documents and performing quality control checks Practice branch security procedures and protect customer confidentiality and privacy Qualifications (Education, Experience, Computer Skills, Certifications, Etc.): Prior experience as a teller or new account representative preferred Minimum 2-4 years customer service experience High School diploma or equivalent required Professional appearance and demeanor Proficiency with 10 key touch, Microsoft Office and knowledge of or the ability to quickly learn banking software applications Demonstrated good attendance and punctuality Strong attention to detail with high concern for data accuracy Customer service orientation with effective problem‑solving and ability to maintain composure and a positive attitude when interacting with customers and team members Outstanding listening and interpersonal communication skills, both written and verbal Knowledge of or ability to quickly learn banking products, services, policies, procedures and regulatory guidelines Critical thinking and decision‑making skills Excellent organizational skills with proven ability to prioritize and manage multiple projects in a fast‑paced environment Self‑motivated Overnight and out of town travel is possible on occasion Benefits options include: Medical, dental and vision coverage 401K with company match 11 paid holidays Accrue up to 17 vacation/sick days per year in your first year on a pro rata basis Applicant may be eligible for annual discretionary bonus No relocation assistance provided. If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you. Monet Bank and their affiliates are Equal Opportunity Employers. Monet Bank and their affiliates do not discriminate against any candidate or employee on the basis of race, national origin, color, genetics, sex, marital status, sexual orientation, gender identity, age, disability, pregnancy, religion or religious affiliation, veteran or service member status, or any other characteristic protected by federal, state or local laws. All applicants have rights under federal employment laws. To view your rights and government notices on the Family Medical Leave Act (FMLA), the Equal Employment Opportunity (EEO) and the Employee Polygraph Projection Act (EPPA), please see the following Department of Labor links: FMLA EEO EPPA Voluntary Self-Identification For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file. As set forth in Monet Service, Inc’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows: A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. Alcohol or other substance use disorder (not currently using drugs illegally) Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS Blind or low vision Cancer (past or present) Cardiovascular or heart disease Celiac disease Cerebral palsy Deaf or serious difficulty hearing Diabetes Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders Epilepsy or other seizure disorder Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome Intellectual or developmental disability Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD Missing limbs or partially missing limbs Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS) Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities Partial or complete paralysis (any cause) Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema Short stature (dwarfism) Traumatic brain injury Disability Status Select... PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete. #J-18808-Ljbffr Monet Service, Inc
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