What are the responsibilities and job description for the Client Service Associate – Teller (40 hours) | Sacramento, CA position at 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 associate’s unique experience, 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 join our team at the Sacramento, CA branch . In this role, you will be the face of our branch, delivering exceptional and personal service to our clients while helping them navigate their daily banking needs. This position is part of our regional banking team and will travel to various branches within a designated service area surrounding a hub branch. The hub branch for this position is our Sacramento Branch . If you are passionate about building meaningful client connections, providing personalized financial solutions, and bringing full-service banking to life within the community, we’d love to connect 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 of 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-selling bank opportunities through exploring needs
You may be reassigned to an alternate location depending on business needs within a reasonable distance (30 miles of branch location) and given proper notice
Other duties as assigned
Qualifications:
Requires a High School Diploma or equivalent and 0-1 years banking, cashiering, customer service, balancing, or other related experience
Advance knowledge of cashiering, balancing, debits, credits, bank products, and/or banking
Working knowledge of math
Must have solid balancing and customer service skills
Ability to cross-sell bank products based on clients’ needs
Schedule: Full-time, Monday – Friday, 8:30am – 5:15pm
Benefits:
Medical, Dental, and Vision Insurance – START DAY ONE!
Life and Disability Insurance, Paid Parental 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, and any applicable state holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health support, including coaching and therapy sessions
Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
Employee Ambassador preferred banking products
This position is eligible to earn a base salary in the range of $20 - $25 hourly depending on job-related factors such as level of experience.
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 join our team at the Sacramento, CA branch . In this role, you will be the face of our branch, delivering exceptional and personal service to our clients while helping them navigate their daily banking needs. This position is part of our regional banking team and will travel to various branches within a designated service area surrounding a hub branch. The hub branch for this position is our Sacramento Branch . If you are passionate about building meaningful client connections, providing personalized financial solutions, and bringing full-service banking to life within the community, we’d love to connect 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 of 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-selling bank opportunities through exploring needs
You may be reassigned to an alternate location depending on business needs within a reasonable distance (30 miles of branch location) and given proper notice
Other duties as assigned
Qualifications:
Requires a High School Diploma or equivalent and 0-1 years banking, cashiering, customer service, balancing, or other related experience
Advance knowledge of cashiering, balancing, debits, credits, bank products, and/or banking
Working knowledge of math
Must have solid balancing and customer service skills
Ability to cross-sell bank products based on clients’ needs
Schedule: Full-time, Monday – Friday, 8:30am – 5:15pm
Benefits:
Medical, Dental, and Vision Insurance – START DAY ONE!
Life and Disability Insurance, Paid Parental 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, and any applicable state holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health support, including coaching and therapy sessions
Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
Employee Ambassador preferred banking products
This position is eligible to earn a base salary in the range of $20 - $25 hourly depending on job-related factors such as level of experience.
Benefits:
Health Insurance, 401K Plan, Vacation & Paid Time OffSalary : $5,250