Banking Center Specialist
Listed on 2025-12-02
-
Finance & Banking
Bank Customer Service, Banking Operations
STATUS: Non-exempt, full-time, 40 hours per week
DEPARTMENT: Banking Services
LOCATION:
Goleta, CA
Job Summary and Scope of Responsibility: Perform various functions in support of branch operations and assist clients with new accounts, consumer/small business lending applications, branch services and account transactions.
Essential Functions: With or without reasonable accommodation must be able to perform all essential job functions as described below.
- Assist clients with account transactions and inquiries, wire transfer requests and related currency, including domestic/foreign currency exchange/sales orders, or account transactions.
- Monitor, maintain custody of, and balance drawer cash and coin.
- Complete required reports to document cash or negotiable instruments pursuant to regulatory requirements.
- Update and close consumer checking/savings accounts and safe deposit boxes.
- Assist clients with the completion of fraudulent activity dispute forms.
- Review ATM deposits to identify potential risks. Initiate a hold or other appropriate action.
Minimum Qualifications to Perform Essential Functions
Knowledge,
Skills and Abilities
:
- Knowledge of and ability to accurately apply applicable federal/state banking regulations.
- Knowledge of consumer banking products and services.
- Aptitude and enthusiasm for client service and sales.
- Basic math skills (addition, subtraction, multiplication and division).
- Ability to identify denominations and count currency.
- Professional demeanor and speaking skills.
- Good judgment, decision-making, analytical and problem-solving skills.
- Professional and service-oriented demeanor and communication skills.
- Computer proficiency, including internet browsers and Microsoft Office Suite products.
Experience and/or Education:
- One year (within last five) of branch teller and/or new accounts experience.
- Two years of recent experience opening business checking and trust accounts, preferred.
- Effective public speaking and presentation skills, preferred.
Excellent benefits package for eligible employees and their families. Competitive salary BOE in the range of $21.31 - $30.20 Hourly.
Equal Employment Opportunity Employer/Veterans/Disabled.
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