Retail Banking Specialist - San Diego, CA Branch
Monet Bank · San Diego, CA · 3 wk ago
On-siteSales$57k/yrFull-time
About the Role
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. This position is based at Monet Bank’s San Diego, CA location.
Responsibilities
- 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 and concerns, and escalate any problems or disputes to appropriate internal resources for resolution
- Image documents and perform quality control checks
- Practice branch security procedures and protect customer confidentiality and privacy
Qualifications
- Prior experience as a teller or new account representative preferred
- Minimum 2-4 years of 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
Benefits
- 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 an annual discretionary bonus
Pay
Annual Salary Range: $57,000 USD - $64,000 USD
No relocation assistance provided. Monet Bank and their affiliates are Equal Opportunity Employers.