Branch Service Representative

Branch Service Representative

An established community financial institution is seeking a Branch Service Representative to join the team in Encinitas. This position focuses on branch operations and client service, offering an opportunity to build a career in financial services without aggressive sales goals. The successful candidate will handle transactions, resolve inquiries, and support daily operational workflows while maintaining high service standards.

Key Responsibilities

• Perform teller transactions accurately, including deposits, withdrawals, payments, transfers, and cashier's checks.
• Maintain and balance a daily cash drawer in accordance with established procedures.
• Provide prompt and professional service to consumer and business clients.
• Respond to client inquiries, assist with account servicing, and resolve basic questions.
• Monitor shared inboxes and process incoming operational requests.
• Assist clients with online and mobile banking applications, including troubleshooting and access issues.
• Support wire transfer processing, adhering to verification, documentation, and security policies.
• Perform account maintenance and routine branch administrative tasks.
• Develop knowledge of the new account opening process and support documentation requirements.
• Adhere to all operational, security, dual-control, and regulatory compliance standards, including Bank Secrecy Act and Anti-Money Laundering guidelines.

Required Qualifications

High school diploma or equivalent is required.

Minimum of 2 years of banking experience, with demonstrated experience in teller operations or branch client service.

Proficiency with computer systems, including Microsoft Word, Excel, Outlook, and standard banking applications.

Preferred Qualifications

• Strong organizational skills and attention to detail when processing financial transactions.
• Effective verbal and written communication skills for professional client interaction.
• Ability to multitask, prioritize tasks, and work collaboratively in a team environment.
• Flexibility to assist with various branch operations as required.