Community Banker (Bank Teller)
About The Position
The Community Banker provides customer service at a retail banking center, processes customer funds and transactions, balances daily activity, and promotes the Bank’s services and products. The role requires compliance with banking policies and regulations, careful handling of cash and confidential financial information, and participation in business-development and sales activities. The position is based at the Rancho Mirage banking center at 71991 Highway 111, Rancho Mirage, CA 92270, and may require travel between branch or office locations to support operational or staffing needs. It is classified as non-exempt and Prime-Time (32–38 hours per week), with no supervisory responsibility.
Requirements
- High school diploma or equivalent.
- Successful completion of the in-house training program or another approved training program.
- Maintain working knowledge of applicable federal and state banking regulations.
- Ability to work well with customers and staff in person and by telephone; good interpersonal skills.
- Valid California driver’s license and current auto insurance meeting or exceeding California DMV requirements.
Nice To Haves
- Sales skills are a plus.
Responsibilities
- Meet or exceed established goals and objectives and maintain the level of performance required to support department goals.
- Process deposits, withdrawals, check-cashing requests, loan payments, money orders, cashier’s checks, and other designated transactions in compliance with policies and procedures.
- Follow Regulation CC and other applicable requirements when processing transactions.
- Maintain approved cash drawer limits, transaction records, and control of cash; balance the cash drawer daily and assist with proofing daily transactions when required.
- Verify customer identification, collect applicable service fees, and ensure credit card cash advances have proper identification and approval.
- Communicate professionally with customers, including explaining decisions made on transactions and responding to inquiries courteously and promptly.
- Follow security procedures, including opening and closing procedures, dual control, elder abuse reporting, and BSA requirements.
- Generate business relationships and participate in outside sales and business-development activities, including cold calling, prospecting, community events, telemarketing, and Bank-At-Work events.
- Maintain a business pipeline and prospect log, follow up with potential relationships, and participate in offsite business-development activities.
- Arrange transfers between accounts and handle loan payment transactions.
- Prepare documents, including allotment and Visa debit card applications and lost or stolen card documentation, and file records relating to accounts.
- Assist with daily mail, including processing deposits and loan payments; record and direct mail pickup, opening, delivery, and depositing as necessary.
- Protect confidential financial information, including passwords, teller numbers, keys, combinations, operational data, and customer financial data.
- Maintain an appropriate inventory of banking-center supplies, forms, and equipment, and recommend additions or deletions to the Community Banking Manager.
- Explain, promote, sell, and cross-sell the Bank’s services and products while providing quality customer service.
- Travel between branch or office locations when needed to support operational or staffing needs.
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
