Customer Service Representative (Business Banking)

Location: San Marcos
Posted on: June 23, 2025

Job Description:

Experienced Frontline Banking Specialist with Growth and Development! This Jobot Job is hosted by: Emily Klopfenstein Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $50,000 - $65,000 per year A bit about us: Deliver top-tier customer service, handle complex transactions, and grow your banking career in a dynamic, customer-focused environment. This organization is dedicated to empowering customers and communities through personalized service and financial expertise. With a focus on operational excellence and regulatory compliance, the team works collaboratively to build lasting relationships and ensure a high-quality banking experience for every client. Why join us? Serve as a trusted advisor on the frontline, working with both business and consumer clients Gain hands-on experience in wire transfers, new accounts, and complex banking transactions Be part of a team that values cross-training, career development, and continuous learning Job Details The Branch Service Representative supports daily branch operations with a focus on customer service, transaction processing, and account management. This role handles both routine and complex banking tasks independently and serves as a key point of contact for business and consumer clients. The position requires a strong understanding of financial products, regulatory compliance, and internal procedures. Key Responsibilities: Deliver exceptional service to clients, handling a range of banking transactions and inquiries Operate cash drawers, process teller functions, and assist with vault and cash ordering Handle domestic, international, and foreign currency wire transfers Open and maintain new personal and business accounts, ensuring compliance with CIP, CDD, and regulatory standards Review documentation for account approvals and process account changes Resolve online banking issues and support digital banking services Assist with daily reporting, audits, and certifications as assigned Maintain adherence to security procedures, dual controls, and regulatory requirements (BSA, OFAC, AML, etc.) Perform branch opening/closing duties and support cross-functional tasks as needed Qualifications: 2-3 years of banking experience Proficiency in Microsoft Office and banking systems Strong customer service, communication, and problem-solving skills Detail-oriented with solid organizational and time management abilities High school diploma or equivalent required Additional Notes: Must uphold confidentiality, complete all required training, and comply with all operational policies and financial regulations May serve as backup for junior-level branch staff when needed Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Keywords: , San Diego , Customer Service Representative (Business Banking), Accounting, Auditing , San Marcos, California