Client Service Associate – Teller Tustin, CA

Client Service Associate – Teller (40 hours) | Tustin, CA

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 Tustin, 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.

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-5:00pm

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 - $27 hourly depending on job-related factors such as level of experience.

This position will be open until filled.

All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be…