Retail Banking Specialist - Walnut Creek, CA

Monet Service, Inc•Walnut Creek, CA

5d•Onsite

About The Position

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.

Requirements

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

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, 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

Benefits

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
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