Banking Center Specialist - Goleta, CA
Required skills
- account transactions
- wire transfer requests
- currency exchange
- consumer checking/savings accounts
- safe deposit boxes
- fraudulent activity dispute forms
- ATM deposits
- banking regulations
- consumer banking products
- client service
Nice to have
- business checking accounts
- trust accounts
Role summary
This full-time, non-exempt Banking Center Specialist position in Goleta, CA, involves supporting branch operations and assisting clients with various banking needs. Responsibilities include handling account transactions, inquiries, wire transfers, currency exchange, balancing cash, opening/closing accounts, and assisting with dispute forms and ATM deposit risk assessment. The role requires knowledge of banking regulations and products, strong client service and sales aptitude, basic math and currency counting skills, professional communication, and computer proficiency. One year of branch teller or new accounts experience is required, with a preferred two years of experience opening business checking and trust accounts, and preferred public speaking/presentation skills.
DEPARTMENT: Banking Services
LOCATION: Goleta, CA
Job Summary and Scope of Responsibility: Perform various functions in support of branch operations and assist clients with new accounts, consumer/small business lending applications, branch services and account transactions.
Essential Functions: With or without reasonable accommodation must be able to perform all essential job functions as described below.
- Assist clients with account transactions and inquiries, wire transfer requests and related currency, including domestic/foreign currency exchange/sales orders, or account transactions.
- Monitor, maintain custody of, and balance drawer cash and coin.
- Complete required reports to document cash or negotiable instruments pursuant to regulatory requirements.
- Update and close consumer checking/savings accounts and safe deposit boxes.
- Assist clients with the completion of fraudulent activity dispute forms.
- Review ATM deposits to identify potential risks. Initiate a hold or other appropriate action.
Minimum Qualifications to Perform Essential Functions
Knowledge, Skills and Abilities:
- Knowledge of and ability to accurately apply applicable federal/state banking regulations.
- Knowledge of consumer banking products and services.
- Aptitude and enthusiasm for client service and sales.
- Basic math skills (addition, subtraction, multiplication and division).
- Ability to identify denominations and count currency.
- Professional demeanor and speaking skills.
- Good judgment, decision-making, analytical and problem-solving skills.
- Professional and service-oriented demeanor and communication skills.
- Computer proficiency, including internet browsers and Microsoft Office Suite products.
Experience and/or Education:
- One year (within last five) of branch teller and/or new accounts experience.
- Two years of recent experience opening business checking and trust accounts, preferred.
- Effective public speaking and presentation skills, preferred.
Excellent benefits package for eligible employees and their families. Competitive salary BOE in the range of $22.00 - $30.00 Hourly.
Equal Employment Opportunity Employer/Veterans/Disabled.
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