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Customer Service Representative (Business Banking)

Jobot

San Marcos, CA

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JOB DETAILS
SALARY
$50,000–$65,000 Per Year
JOB TYPE
Full-time, Employee
SKILLS
Banking Services, Business Banking, Career Development, Cross-Functional, Customer Experience, Customer Relations, Customer Support/Service, Detail Oriented, Documentation Review, Financial Regulations, Financial Services, Financial Transactions, Foreign Exchange (FX), High School Diploma, Maintain Compliance, Microsoft Office, Online Banking, Operational Support, Operations, Problem Solving Skills, Regulations, Regulatory Compliance, Regulatory Requirements, Sales Management, Service Delivery, Time Management, Transaction Processing/Management
LOCATION
San Marcos, CA
POSTED
22 days ago
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 "Quick Apply" 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 "Quick Apply" button.

About the Company

J

Jobot

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection.  As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

Ready to find a good job? Create your profile today at Jobot.com 🤖

COMPANY SIZE
100 to 499 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2018
WEBSITE
http://www.jobot.com