Bank Teller

AppleOne • San Diego, CA

387d • $56,200 - $56,200

About The Position

We are seeking experienced Client Service Representatives (Bank Tellers) to join our team, with opportunities for advancement to Client Service Representative II, III, or Senior levels. The role involves providing excellent customer service, assisting clients with financial services, and ensuring compliance with banking regulations. Candidates will be responsible for opening accounts, processing transactions, and cross-selling bank products while maintaining a strong client base.

Requirements

• Minimum of 1-3 years of banking teller experience, with advanced experience in opening consumer and complex business accounts.
• Strong knowledge of banking regulations (BSA, Information Security).
• Supervisory experience preferred.
• Proficient in Word, Excel, Outlook, and banking software.
• Solid understanding of banking regulations and excellent customer service skills.
• Strong customer relations skills and familiarity with banking software.

Responsibilities

• Open consumer and basic and complex business accounts, providing expert guidance on banking services.
• Actively cross-sell bank products and refer clients to appropriate staff or services.
• Manage and maintain client accounts, ensuring all documentation is in compliance with state and federal banking regulations.
• Assist with branch operations, teller transactions, and monthly business development calls.
• Offer support with Treasury Services for business clients and ensure exceptional customer service.
• Process all account-related transactions, including maintaining and closing account types.
• Ensure compliance with bank policies and regulations, including the Bank Secrecy Act.
• Provide courteous service in person and over the phone while identifying 'at-risk' customers for retention.
• Promote the bank's business through client relationship-building and cross-selling products.
• Support business goals by maintaining a strong client base and referring customers to appropriate bank services.

Benefits

• Health insurance
• Dental insurance
• 401(k)
• Vision insurance
• Paid sick time

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Administrative and Support Services
• Education Level: No Education Listed