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Client Service Associate (Teller) - San Mateo, CA

Company: Zions Bancorporation
Location: San Mateo
Posted on: January 12, 2022

Job Description:

California Bank and Trust, a leader amongst banks in California, with over $10 billion in assets and nearly 100 branch offices in the state, is looking for a Client Service Associate to provide top notch customer service to our clients and customers at our at our San Mateo branch.

Our relationship-centered culture is achieved by providing our associates with the tools, training and opportunities to build the best possible relationships with our customers, and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all associates to grow and thrive.

If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you!

Ideal candidates will have the skills and experience necessary to:

+ Perform full service banking transactions in compliance with legal requirements and bank policies and procedures

+ Provide accurate, friendly customer service in a timely fashion.

+ Perform teller functions including balancing cash and other daily transactions.

+ Achieve sales and referral goals by actively cross-selling and referring customers to proper bank staff for additional bank products, services and sales campaigns.

+ Maintain currency and coin under prescribed limits.

+ Adhere to bank security policies and maintains confidentiality of bank records and client information.

+ Other job duties as required


+ 6 months cash handling experience

+ 6 months customer service experience

+ Can remember the names of customers

+ Upbeat positive customer focused attitude

+ Has good time management skills

Preferred Qualifications:

+ Previous Teller banking experience

+ Knowledge of basic banking transactions, bank products and services.

+ Ability to cross-sell services.

+ Basic math skills.

+ High school diploma or equivalent.


+ Competitive compensation commensurate with work experience + incentives

+ Health Insurance + Life Insurance and 401(k) plan - generous company matching

+ Paid Training, paid Vacation, paid Holidays and promotional opportunities offered from within

+ Stable Employer, a division of Zions Bancorporation and is included in the S&P 500 & NASDAQ Financial 100 indices

Req ID: 052504

Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at (801) 844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST.
Click here to view applicable Federal, State and/or local employment law posters.

Keywords: Zions Bancorporation, San Mateo , Client Service Associate (Teller) - San Mateo, CA, Other , San Mateo, California

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