Retail Banking Specialist - Walnut Creek
2 days ago
Job description
Summary:
Come join our thriving retail banking team and bring your passion for great customer service Retail Banking Specialists are part of a small, vital, hands-on team who provide exceptional frontline service and support to our current and prospective customers.
In this essential role for Monet Bank (operating under the Beal Bank Texas charter), you will ensure all bank policies, procedures and regulatory compliance are adhered to on a daily basis through effective communications, strong product knowledge and a friendly, responsive approach.
Rather than focus on sales goals, the Bank is known for our competitive rates, secure growth and great service.This position is based at Monet Bank's Walnut Creek. CA location with working hours from 8am to 5pm Monday through Friday.
Essential Job Duties & Responsibilities (Include but are not limited to
):
Process a variety of customer transactions accurately and efficiently in accordance with bank policies, procedures and regulations, including the opening, servicing and closing of all account products (CDs, Money Market, Statement Savings and Retirement Accounts)
Required participation in Community Reinvestment Act (CRA) activities by volunteering during business hours with qualifying organizations, ensuring all mandatory monthly metrics for the branch are met
Conduct teller transactions such as cashing checks, processing deposits and withdrawals, issuing Monetary Instruments, placing stop payments, etc.
Enhance the overall customer satisfaction and the professional reputation of the Bank by warmly greeting, engaging and developing good professional relationships with customers
Perform opening, closing and other branch duties
Balance cash drawer and assist with cash vault balancing
Open and process incoming mail
Complete logs, reports and control checks while maintaining a neat and organized work area
Answer incoming phone calls, address customer questions, concerns and escalate any problems or disputes to appropriate internal resources for resolution
Image documents and performing quality control checks
Practice branch security procedures and protect customer confidentiality and privacy
Qualifications (Education, Experience, Computer Skills, Certifications, Etc.):
Prior experience as a teller or new account representative preferred
Minimum 2-4 years customer service experience
High School diploma or equivalent required
Professional appearance and demeanor
Proficiency with 10 key touch, Microsoft Office and knowledge of or the ability to quickly learn banking software applications
Demonstrated good attendance and punctuality
Strong attention to detail with high concern for data accuracy
Customer service orientation with effective problem-solving and ability to maintain composure and a positive attitude when interacting with customers and team members
Outstanding listening and interpersonal communication skills, both written and verbal
Knowledge of or ability to quickly learn banking products, services, policies, procedures and regulatory guidelines
Critical thinking and decision-making skills
Excellent organizational skills with proven ability to prioritize and manage multiple projects in a fast-paced environment
Self-motivated
Overnight and out of town travel is possible on occasion
Benefits Options Include:
Medical, dental and vision coverage
401K with company match
10 paid holidays
Accrue up to 17 vacation/sick days per year in your first year on a pro rata basis
Applicant may be eligible for annual discretionary bonus
Benefits Options Include:
Medical, dental and vision coverage
401K with company match
11 paid holidays
Accrue up to 17 vacation/sick days per year in your first year on a pro rata basis
Applicant may be eligible for annual discretionary bonus
No relocation assistance provided.
If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you.
Monet Bank and their affiliates do not discriminate against any candidate or employee on the basis of race, national origin, color, genetics, sex, marital status, sexual orientation, gender identity, age, disability, pregnancy, religion or religious affiliation, veteran or service member status, or any other characteristic protected by federal, state or local laws.
All applicants have rights under federal employment laws. To view your rights and government notices on the Family Medical Leave Act (FMLA), the Equal Employment Opportunity (EEO) and the Employee Polygraph Projection Act (EPPA), please see the following Department of Labor links: FMLA EEO EPPANotice to California Residents:
Monet Bank and their affiliates may collect personal information about you as part of the job application or employment process.
Please see the California Privacy Rights Act Policies at CPRA Policy, CPRA Policy | CLMG Corp, CPRA | CSG Investments CPRA Policy | for details.
Similar jobs
Bank Sales Support Specialist(Commercial Loan Processor)
Only for registered members
+Job summary · A Sales Support Specialist (Business/Commercial Lending Assistant) role at First Citizens Bank. The job involves supporting Commercial and/or Business Banking groups in sales, servicing and management of clients and loan portfolios.+ResponsibilitiesOngoing Sales Su ...
2 weeks ago
Bank Sales Support Specialist(Commercial Loan Processor)
Only for registered members
First Citizens Bank has an opportunity for a Sales Support Specialist (Business/Commercial Lending Assistant) who will partner with Commercial and/or Business Banking groups in the sales, servicing and management of clients and loan portfolios.Provide ongoing sales support to Len ...
2 weeks ago
The Banking Specialist promotes the organization's banking services recognizes sales opportunities opens accounts delivers exceptional client service makes appropriate introductions to team specialists such as financial center managers relationship managers small business commerc ...
1 month ago
The Banking Specialist promotes the organization's banking services recognizes sales opportunities opens accounts delivers exceptional client service and makes appropriate introductions to team specialists such as financial center managers relationship managers small business com ...
3 weeks ago
Lead daily branch operations: scheduling staff, approving transactions, and ensuring regulatory compliance. · Train, coach, and support team members to deliver exceptional customer experiences. · Oversee account services including new account openings, teller functions, callbacks ...
1 month ago
We help companies spend with confidence with integrated corporate cards banking and global payments plus intuitive software for travel and expenses. Working at Brex allows you to push your limits challenge the status quo and collaborate with some of the brightest minds in the ind ...
1 month ago
Sales at Brex. We bring in new customers, expand existing relationships, and drive the company's bottom line. · We win together, celebrate often, · and reward performance. · ...
1 week ago
Lead daily branch operations: scheduling staff, approving transactions and ensuring regulatory compliance. · ...
1 month ago
Banking Services Specialist-Personal Banker for Banking Services Specialist (Personal Banker) at Millbrae Branch in Millbrae. · Provide support and overrides to teller lines. · Assists in training Universal Banking Representatives in operational duties. · ...
1 month ago
The Senior Banking Specialist promotes the organization's banking services by recognizing sales opportunities and making introductions to team specialists. · They understand client needs with the goal to acquire, retain, and deepen client relationships by offering a full range of ...
3 weeks ago
The Senior Banking Specialist promotes the organization's banking services and recognizes sales opportunities. · 3+ years of retail banking experience with a strong business development background · Skilled in assisting small business clients and opening new accounts with persona ...
3 weeks ago
The Banking Specialist Manager will lead and scale a high-performing team of Banking Specialists focused on driving adoption of Brex's business account suite. · We help companies spend with confidence with integrated corporate cards, banking, and global payments, plus intuitive s ...
2 weeks ago
Fremont Bank — one of the Bay Area's most respected and long-standing financial institutions — is seeking a strategic, hands-on professional to join and help advance our Private Banking team. This is a high-impact opportunity to contribute to the success of a mission-driven organ ...
2 weeks ago
Fremont Bank is seeking a Private Banking Specialist to provide high-touch service to VIP and high-net-worth clients. · ...
2 weeks ago
We have an opening for a Banking Services Specialist (Personal Banker) for our Millbrae Branch in Millbrae. · ...
4 weeks ago
+Fremont Bank is seeking a strategic professional to join and help advance our Private Banking team. · Medical, dental, and vision insurance · ...
2 weeks ago
The Banking Specialist Senior promotes the organization's banking services, recognizes sales opportunities and makes introductions to team specialists including financial center managers, relationship managers or other delivery channels such as small business , commercial banking ...
3 weeks ago
We are seeking highly qualified subject matter experts in the area of Consumer Banking to support a suite of innovative AI-focused projects. · ...
1 month ago
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. · ...
1 month ago
The Loan Service Specialist I is responsible for various loan servicing functions including processing loan payments, assisting with loan boarding and maintenance activities, and posting loans transactions timely. · ...
1 week ago