Teller Jobs in Indio, CA

To provide members and prospective members the full range of products and services offered by the client including depository accounts such as checking, savings, certificate IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision. Provide assistance/training to lower level team members. Additional Skills & Responsibilities • Analyze, research and resolve problems and discrepancies related to member accounts/loans • Assist members with submitting consumer/mortgage/equity loan, overdraft protection and credit card applications • Counsel current and prospective members about company products and services • Ensure cash and other negotiable instruments are handled properly • Identify opportunities to cross service products and increase product penetration • Perform platform banking functions Pay and Benefits The pay range for this position is $20.00 - $22.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a fully onsite position in Chula Vista,CA. Application Deadline This position is anticipated to close on Apr 4, 2025. About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

Currency Exchange International (CXI) is a Money Service Business based in Orlando, Florida. Currency Exchange International, Corp. is a publicly traded company on the Toronto Stock Exchange (CXI) and OTC (CURN). CXI provides a wide range of foreign exchange services to customers in both the United States and in Canada. CXI's primary business channels to service customers are through its company-owned branch locations and foreign exchange partnerships with financial institutions and corporations. CXI has been providing global payment solutions for clients that span wide-ranging industries. As one of North America's leading foreign exchange wholesalers, CXI can provide personalized and efficient service, competitive rates, as well as a number of settlement options. Visit our website to explore Life at CXI: *************************************** Our Value Statement: We help our clients identify and create foreign exchange solutions, delivering a best practices approach through unparalleled customer service and integrated technology to create significant financial and operational efficiencies. Our Values: Customer First - We earn the right to be our clients' first choice. Integrity - We hold ourselves to the highest standard to build trust. Collaborative - We always win as a team. Innovative - We find new methods to deliver change and advance technology to the industry. Passionate - We are driven to be the best in class. Currency Exchange International is looking for a Part-Time Teller to join their team at San Francisco Centre branch location in San Francisco, CA. Tellers are the face of our company and represent us in the community. It is important while working in our stores that you keep a positive and professional attitude at all times and that our customers receive the highest quality of assistance while visiting. Ideal Applicant: We are looking for highly motivated individuals who are committed to the success of the team. Individuals who can deliver a consistently high level of customer-satisfying products and services. People who want to join a progressive company that develops its people through challenges and promotions. Qualifications and Skills: Ability to multi-task Basic computer knowledge Ability to follow procedures Problem solving capabilities Strong customer service skills Detail-oriented and organized Strong listening and verbal communication skills Ability to work with money transactions with high degree of accuracy Previous cash handling experience Our Competencies: Action Oriented: Invests time in upfront planning to achieve organizational goals and objectives while meeting quality standards, following the appropriate processes, and demonstrating continuous commitment. Effective Communication: Effectively and appropriately interacts with others to build relationships, influence others, and facilitate the sharing of ideas and information. Uses tact and diplomacy to navigate difficult situations. Relays key messages by creating a compelling story, targeted to specific audiences. Nimble Learning: Continuously seeks opportunities to learn, questions the applicability of past approaches in the current environment, owns growth, and embraces failure as a learning opportunity. Optimizing Work Processes: Employee knows the most effective and efficient processes to get things done, with a focus on continuous improvement. Situational Adaptability: Thrives and grows in a rapidly changing and complex environment. Displays flexibility, activates networks, and adopts a continuous growth mindset to learn from mistakes and bounce back from adversity. Functional/Technical Skills: Has the functional and technical knowledge and skills to do the job at a high level of accomplishment. Schedule: Approximately 20-25 hours per week Availability needed: Weekday nights and Weekends Benefits: Commute Reimbursement 401K Plan Holiday Pay Sick Time Currency Exchange International is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, religion, color, sex (including pregnancy and gender identity), sexual orientation, parental status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, any other non-merit based factor or any other characteristic protected by applicable federal, state or local laws. Our leadership team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. If you'd like more information about your EEO rights as an applicant under the law, please visit *****************************************

*** As a Float Teller, you will be covering our Yorba Linda and Corona branches as needed. *** What You Will Be Doing Providing excellent client service by accurately and expeditiously opening new accounts and other products for current clients and new clients to the Bank. Providing maintenance on accounts and products when requested and authorized by the client. For those quoting rates, terms and fees on all products and services and providing necessary disclosures as required (NMLS registration will be required). Expanding the use of alternative delivery systems by explaining the merits of other systems such as Online Banking System, Online Bill Pay, ATM network, Debit Card, and Client Contact Center. Identifying the need for borrowing and originating consumer loan applications. Assisting in the processing of loan applications and closing. Increasing sales and cross-sell opportunities by participating in sales events such as in-aisle sales (where applicable), internal/external events, out bound calls, and promotional activities. Assuring Branch compliance by performing a variety of tasks, including but not limited to, the following: cash audits, alarm tests, loss prevention training, safe deposit delinquencies, ATM balancing, monthly and quarterly branch audits, regulation training, monthly security reports, balancing of travelers checks, official checks and money orders. Protecting the interests of the Bank and our clients by following all security, regulatory and audit procedures, including daily balancing of individual teller drawers, ATM and vault. Maintaining of proper dual control and appropriate holds. Accurately balancing assigned cash drawer on a daily basis. Immediately reporting out of balance conditions to branch management. Helping coach Banking Specialist I on products, services, policies and procedures. Contributing to the Bank's success by identifying sales opportunities and referring clients to the appropriate area. Works towards achievement of branch and individual sales and referral goals. Working to retain existing client relationships and obtain new ones by conducting calls on maturing accounts, following up on leads, referrals and other prospecting opportunities. What Do You Need for this Position? High School Diploma or Equivalent Minimum of 12 months previous client service experience preferred Previous cash-handling experience required Previous banking experience strongly preferred NLMS registration preferred Developed customer service skills, including written and verbal communication Ability to use a PC and alpha/numeric keyboard

Under general supervision and following established policies and procedures, provides new account services and customer assistance. Complies with all regulations which apply within the scope of the position, including Bank Secrecy Act. DUTIES Processes various new accounts transactions by ensuring proper documentation and identification; maintains existing accounts of all types and closes account as needed. Provides quality customer services including servicing existing customers, answering inquiries, recommending solutions to customer problems, ordering checks. Maintains files on status of accounts and prepares appropriate branch reports. Promotes and cross-sells the Bank's services and products. Trains Customer Services Representative in opening new accounts and performing all new account desk functions. Backs up supervisor duties as needed. Performs other duties as assigned. QUALIFICATIONS EDUCATION: High school graduate or equivalent; some college business classes preferred but not mandatory. EXPERIENCE: 2-3 years branch operations experience in a banking environment; thorough knowledge of Bank products and services. SKILLS/ABILITIES PC literate Organized and detail-oriented Strong communication skills Bilingual (English/Spanish) may be required WHY WORK FOR US? Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, New York, New Jersey, Chicago and Hawaii. We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to: Excellent management and communication skills Both written and verbal Ability to travel Ability to work effectively with all levels of management End-users and vendors. Royal Business Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policies (GLBA Privacy Notice, California Consumer Privacy Act and Online Privacy) at our website **************************** . Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

Senior Universal Banker Location: San Diego, CA | Industry: Retail Banking | Job Type: Full-Time Join Our Team as a Senior Universal Banker! We are looking for a Senior Universal Banker who is passionate about delivering exceptional customer service, driving business growth, and excelling in branch operations. This role is perfect for a motivated, customer-focused professional with expertise in banking operations, financial products, and client relationship management. If you thrive in a fast-paced environment and are looking for an opportunity to lead, develop, and make an impact, this is the role for you! Key Responsibilities Customer Service & Sales Engage with customers to identify financial needs and recommend suitable banking products and services. Build long-term client relationships, ensuring a seamless and personalized banking experience. Proactively cross-sell financial products, including checking/savings accounts, CDs, IRAs, and Trust & Estate accounts. Support business clients with Treasury Services, such as RDC (Remote Deposit Capture), armored, and courier services. Operations & Compliance Open and maintain consumer and business accounts, ensuring accuracy and compliance with bank policies and state/federal regulations. Process teller transactions while maintaining an exceptional balancing record. Review branch documentation, reports, and account openings for adherence to compliance standards. Ensure adherence to Bank Secrecy Act (BSA) and regulatory guidelines. Leadership & Team Development Assist in training and mentoring junior staff to enhance operational efficiency and customer service skills. Support the Branch Manager in setting team goals and executing promotional activities. Provide guidance on complex transactions, ensuring staff and customer concerns are effectively resolved. Qualifications & Experience ? 3+ years of experience in retail banking, including new accounts and teller services. ? Advanced expertise in opening consumer and business accounts. ? Strong customer service and sales skills, with the ability to recommend financial products. ? Working knowledge of banking regulations (BSA, AML, and Information Security). ? Proficiency in MS Word, Excel, Outlook, and banking software. ? Notary Public certification preferred. Why Join Us? Career Growth - Gain valuable leadership experience and progress within retail banking. Exciting Work Environment - Be part of a high-energy team that values collaboration and innovation. Community Impact - Participate in minimum 10 hours of CRA volunteer service annually, contributing to local community initiatives. Comprehensive Benefits - Competitive compensation and benefits package. Desired Skills and Experience Qualifications & Experience 3+ years of experience in retail banking, including new accounts and teller services. Advanced expertise in opening consumer and business accounts. Strong customer service and sales skills, with the ability to recommend financial products. Working knowledge of banking regulations (BSA, AML, and Information Security). Proficiency in MS Word, Excel, Outlook, and banking software. Notary Public certification preferred. Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals. Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit ******************* to learn more. Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for a Client Service Associate (Teller) to provide top-notch customer service to our clients and customers at our Chino, CA branch. 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! Essential Functions: * Responsible for accurately processing debit and credit transactions in compliance with established policies and procedures, while maintaining an acceptable balancing record. * Identifies and addresses clients' needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation ATM cards, performing money transfers, ordering checks, receiving loan payments, etc. * Resolve clients' problems either through direct personal action or referral to alternative branch or bank resources. * Identifies and maximizes cross-sell bank opportunities through exploring needs. * Other duties as assigned. Schedule: Monday - Friday, 8:30 am - 5:30 pm Qualifications: * Requires High School Diploma or equivalent and some cashiering, customer service, balancing or other related experience. * Basic knowledge of math, cashiering, balancing, debits, credits, bank products and/or banking. * Must have solid balancing and customer service skills. * Ability to cross-sell bank products based on clients' needs. Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts * Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits, including coaching and therapy sessions * Tuition Reimbursement for qualifying employees * Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $20 - $22 hourly depending on job-related factors such as level of experience.

California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE (brief statement of the core job responsibilities to be accomplished): This position is accountable for providing exceptional service with a focus on processing transactions, member requests and referring financial products and services. Adheres to the credit union's policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES (reporting structure): • This position reports directly to the Branch Supervisor or Assistant Branch Manager. No employees report directly to this position. NATURE & SCOPE: (daily, weekly, monthly, and yearly tasks, duties and responsibilities): • Processes member transactions. Performs account file maintenance and handles member issues. • Identifies cross-selling opportunities, referring members to Personal Financial Representatives. • Meets/exceeds established monthly/annual sales and service goals. • Maintains a thorough knowledge of all products and services, policies and procedures. • Follows quality service standards to ensure exceptional quality service is provided. • Ensures compliance with daily cash drawer balancing and limits. • Identifies questionable or suspicious transaction activity, reporting it to management in order to protect the credit union from potential losses. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union. • May serve as back-up to Personal Financial Assistant. • Assists with branch balancing, opening and closing procedures, scanning checks, night depository processing, ATM processes, certifications and other side jobs as assigned. • Shared Branches - Knowledgeable on all FSCC Policies and Procedures that are unique to a Service Center environment. This includes transaction processing and limitations, hold requirements, service standards and restrictions, and boundaries for promoting products and service to guest-members. • Performs other relevant duties as required. EDUCATION, SKILLS, & ABILITIES (qualifications and experience required for this position): The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. 5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. 6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. 8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities • A high school diploma or equivalent is desired.o Teller I: Previous sales, member service, and cash handling experience in a financial institution is preferredo Teller II: 1 year experience in a financial institution as a teller plus proven successful performance in sales, member service and cash handlingo Teller III: 3 years experience in a financial institution as a teller plus proven successful performance in sales, member service and cash handling • Excellent communication skills; sound judgment and attention to detail. • Previous experience with Microsoft Windows applications is preferred. • Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow policies and procedures, and accept constructive criticism. • Occasional Saturday, Sunday and evening shifts may be required to accommodate branch, Business Development and Community Relations functions. • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES (major responsibilities of the position): • Process member transactions and requests accurately and timely. • Greet members with a friendly, outgoing and positive demeanor. • Ensure sales and service goals are met. • Refer members to appropriate staff for sales opportunities.• Adhere to cash, key and dual control policies and procedures. • Adhere to security and robbery procedures. • Complies with all other policies and procedures. PHYSICAL REQUIREMENTS (sitting, walking, climbing, lifting, etc.) • Ability to tolerate long periods of standing with occasional walking/sitting. • Ability to use keyboard, mouse and other peripherals. ENVIRONMENTAL CONDITIONS (indoors, outdoors, desk, etc.) • Work is primarily performed within an office setting. Subject to standard background noise found in an office environment. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.Management reserves the right to assign or change duties and tasks to this position at their discretion. California Coast Credit Union is an Equal Opportunity Employer. Salary Ranges (Hourly) : Teller I $17.2500 - $20.0668 Teller II $17.6152 - $22.0190 Teller III $19.7490 - $24.6863

TEXT "GOMILES" to ************ to APPLY! GO - Car Wash is one of the fastest growing car wash operators in the United States, with locations in multiple states spanning across the country. And we keep adding more sites! At GO Car Wash, we're committed to providing an exceptional, supportive, winning work experience for all our Teammates. We believe by caring for our Teammates first, we'll have delighted customers and successful car washes, which in turn creates opportunities for us all. If you love cars, enjoy serving others, and want to be active and work outside, then join us! As a Customer Service Teammate at GO Car Wash, you'll be helping our customers care for their cars-in which they've invested a lot of money, time, and pride. This includes explaining our car wash options and requirements to customers, preparing and loading their cars in our car washes, and assisting customers with self-cleaning options. You'll also help maintain our car washes and sites to ensure we're providing a superior, clean car wash experience for all our customers. To succeed at all of this, you must be able to: Positively and energetically engage and communicate with customers Quickly understand, retain, and follow directions and procedures-especially safety Continuously stand, move, and smile for long periods of time Also, you must: Be at least 16 years old Verify you can work in the US We can offer you a fun, active, outdoor workplace, working with a team of enthusiastic car washers. We also offer competitive health, 401(k), and paid time off benefits, plus free car washes, as well as opportunity to grow your career with us while learning work/life skills you can transfer to whatever path you choose to take in your future. Compensation. Our Teammates in this role typically earn $18.50/hour, which includes a base pay of $16.50/hour plus an average of $2/hour in commission from membership sales. Commissions are uncapped, and our top performers regularly exceed $2/hour in additional earnings. Offer will depend on location and level of knowledge, skills, abilities and experience. To learn more about us, go to ****************** All qualified applicants will be considered for employment without regard to age, race, color, national origin, religion, gender, gender identity, sexual orientation, disability or veteran status, or any other actual or perceived basis protected by law.

Under the general supervision of the Branch Manager, the Member Services Officer 2 is responsible for performing a wide range of banking transactions, assisting Credit Union members with their banking needs and effectively cross-selling products, services, and solutions. Opens new memberships, prepares, and processes advanced financial transactions, and assists in branch training of new employees. Promotes and maintains a positive image of the Credit Union. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all functions, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs. Opens new membership and share accounts and closes all accounts. Provides services to members by performing basic banking transactions such as deposits, withdrawals, transfers, and loan payments as directed by the Office Procedures Manual (OPM). Prepares and processes transaction requests by telephone and mail. Prepares authorized account charges. Prepares and processes stop payments/revoke authorizations, check orders, bank wires, money orders, and other services. Proactively responds to members' inquiries and requests using product knowledge. Approves transactions within authorized limits. Actively explains, promotes and cross-sells Credit Union services, products, programs, and investment opportunities. Assists members in completing forms and documents. Resolves errors and member concerns in a timely manner. Balances cash and coin accurately and maintains appropriate cash levels. Assists in the training of new employees in the branch. Remains current on knowledge of Credit Union policies, procedures, and services. Performs duties as assigned by management and may be assigned to work at any branch QUALIFICATIONS The requirements listed below are representative of the knowledge, skill, and/or ability required. Education and Experience Minimum one year of customer service and/or cash handling experience in a retail or banking environment. Certificates, Licenses and Registrations None. Knowledge Within six months of employment: Successful completion of core competencies certification. Knowledge of branch operational activities and basic understanding of lending practices and policies. Successful completion of Member Services Officer Level 2 certification. Other Skills and Abilities Successful completion of pre-employment testing. Operates a variety of office equipment and machines. Ability to travel, attend, and participate in training and meetings at various locations. AFFIRMATIVE ACTION/EEO STATEMENT: CoastHills is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law. For our EEO Policy Statement, please click here. If you'd like more information on your EEO rights under the law, please click here.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S. About this role: Wells Fargo is seeking a Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. You are part of the fabric of the local community, helping provide the financial service backbone for its residents, employees and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity to establish your career here at Wells Fargo for years to come. Find out why we're the #1 financial services company to grow YOUR career. Apply today. In this role you will: * Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers * Complete operational activities while minimizing risks under established policies * Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization * Receive direction from managers and exercises judgment within defined policies and procedures * Escalate questions and issues to more experienced roles * Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions * Identify information and services to meet customers financial needs Required Qualifications: * 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Customer service focus with experience handling complex transactions across multiple systems * Ability to educate and connect customers to technology and share the value of mobile banking options * Ability to interact with integrity and professionalism with customers and team members * Experience working with others on a team to meet customer needs * Cash handling experience * Ability to follow policies, procedures, and regulations * Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss * Well-organized, independent and able to prioritize in a fast-paced environment * Ability to exercise judgment, raise questions to management, and adhere to policy guidelines * Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting * Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Job Expectations: * Ability to work a schedule that may include most Saturdays * This position is not eligible for Visa sponsorship Posting Location(s): * Sunrise Square - 1753 N. Sunrise Way Palm Springs, CA 92262 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $20.00 - $25.14 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 3 Apr 2025 * Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

The customer service representative will be responsible for answering client inquiries, provide product information, and help the customer by being informative, empathetic, and eager to quickly solve a customer's problem. Must be willing to listen, learn, and resolve any customer inquiry. Customer Service Job Duties and Responsibilities Excellent customer care and focus; ability to assess customers' needs and provide the correct answer, path, troubleshooting, or method for a positive customer experience Answer and manage incoming calls, emails, chats, and/or interactive voice response systems Ability to learn and follow all customer service procedures and policies Strive to meet and go above personal and team target goals Record, organize and file customer interactions and account changes Able to up-sell if needed Able to schedule call back and appoints to resolve customer needs Requirements Previous experience in customer support, client services, sales, or a related field Excellent at communicating over the phone and other communication platforms Basic computer skills and experience Able to multitask Excellent time management and prioritization skills Ability to listen actively, relay information, and answer questions and/or concerns. Customer-focused for positive customer experience and resolution Health Insurance (dental and vision included) Excellent retirement plan Tremendous upward mobility into other positions and management Flexible hours Remote Position(s) available (work from home) Benefits Health Insurance (dental and vision included) Excellent retirement plan Tremendous upward mobility into other positions and management Flexible hours Remote Position(s) available (work from home)

California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE (brief statement of the core job responsibilities to be accomplished): This position is accountable for providing exceptional service with a focus on processing transactions, member requests and referring financial products and services. Adheres to the credit union's policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES (reporting structure): • This position reports directly to the Branch Supervisor or Assistant Branch Manager. No employees report directly to this position. NATURE & SCOPE: (daily, weekly, monthly, and yearly tasks, duties and responsibilities): • Processes member transactions. Performs account file maintenance and handles member issues. • Identifies cross-selling opportunities, referring members to Personal Financial Representatives. • Meets/exceeds established monthly/annual sales and service goals. • Maintains a thorough knowledge of all products and services, policies and procedures. • Follows quality service standards to ensure exceptional quality service is provided. • Ensures compliance with daily cash drawer balancing and limits. • Identifies questionable or suspicious transaction activity, reporting it to management in order to protect the credit union from potential losses. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union. • May serve as back-up to Personal Financial Assistant. • Assists with branch balancing, opening and closing procedures, scanning checks, night depository processing, ATM processes, certifications and other side jobs as assigned. • Shared Branches - Knowledgeable on all FSCC Policies and Procedures that are unique to a Service Center environment. This includes transaction processing and limitations, hold requirements, service standards and restrictions, and boundaries for promoting products and service to guest-members. • Performs other relevant duties as required. EDUCATION, SKILLS, & ABILITIES (qualifications and experience required for this position): The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. 5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. 6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. 8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities • A high school diploma or equivalent is desired.o Teller I: Previous sales, member service, and cash handling experience in a financial institution is preferredo Teller II: 1 year experience in a financial institution as a teller plus proven successful performance in sales, member service and cash handlingo Teller III: 3 years experience in a financial institution as a teller plus proven successful performance in sales, member service and cash handling • Excellent communication skills; sound judgment and attention to detail. • Previous experience with Microsoft Windows applications is preferred. • Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow policies and procedures, and accept constructive criticism. • Occasional Saturday, Sunday and evening shifts may be required to accommodate branch, Business Development and Community Relations functions. • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES (major responsibilities of the position): • Process member transactions and requests accurately and timely. • Greet members with a friendly, outgoing and positive demeanor. • Ensure sales and service goals are met. • Refer members to appropriate staff for sales opportunities.• Adhere to cash, key and dual control policies and procedures. • Adhere to security and robbery procedures. • Complies with all other policies and procedures. PHYSICAL REQUIREMENTS (sitting, walking, climbing, lifting, etc.) • Ability to tolerate long periods of standing with occasional walking/sitting. • Ability to use keyboard, mouse and other peripherals. ENVIRONMENTAL CONDITIONS (indoors, outdoors, desk, etc.) • Work is primarily performed within an office setting. Subject to standard background noise found in an office environment. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.Management reserves the right to assign or change duties and tasks to this position at their discretion. California Coast Credit Union is an Equal Opportunity Employer. Salary Ranges (Hourly) : Teller I $17.2500 - $20.0668 Teller II $17.6152 - $22.0190 Teller III $19.7490 - $24.6863

JOB PURPOSE: “Make the Connection” by greeting and serving each guest courteously, quickly, and efficiently while adhering to procedures. This position is responsible to interact with guests/fellow team members in a respectful and professional manner. Most of all, display superb Teamwork skills to contribute to a positive work environment through our Core Values. JOB ACCOUNTABILITIES: Create a winning experience for every guest by greeting them with a smile, making them feel welcome with a cheerful, helpful, and respectful attitude. Take guests' orders and assemble them. Immediately attend to any guest service problem or complaint and notify manager as needed. Accept payment from customers, make change as necessary, and issue a receipt. Follow proper cash handling procedures, as defined by the Cash Handling Policy, including Accountability for all cash issued and received at the register assigned to you during your shift. Resolving guest complaints and addressing any questions or comments that guests may have. Ensure that all product holding times are strictly observed. Maintain clean and safe work area. Restock and clean respective area upon closing, including floors, tables, trash cans, and restrooms. Stock work station as needed napkins, cups, lids, etc. and maintain an adequate supply of iced tea. Operate registers and credit card machines. Follow food & safety procedures and reports any issues to the Manager on Duty and/or Area Manager. Able to work flexible schedule; days, nights, weekends and holidays. Perform any other duties as assigned by the Manager in charge of the shift. SKILLS AND EXPERIENCE REQUIRED: Outstanding customer relation skills and ability to ensure a guest priority culture Effective communication, good organization skills Accuracy and honesty of handling revenues and aspects of the revenue control system Good math skills Good analytical skills Ability to act on and solve minor problems as they arise Ability to multi-task and work under pressure Compensation: $20.00 - $20.50 per hour We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

The Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The overall objective is to effectively execute all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen client relationships. . **Responsibilities:** + Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online, Mobile, etc.) + Act as a subject matter expert for the branch and remain flexible in position based on branch coverage needs. + Continuously learns new and existing products through sales aids (features, benefits, fees, etc.) demonstrating positive, can-do attitude and customer first culture. + Provide exceptional service delivery to our internal and external customers to resolve account service issues and respond to customer inquiries promptly and effectively. + Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions + Energetically greet and interact with clients on the bank floor to proactively identify and address client sales and service needs; appropriately convert service requests into sales or referrals + Required to approach and engage clients in the branch lobby to demonstrate expertise in digital capabilities and to identify the financial needs of the clients. May require standing 60-70% of the work day + Ability to use the various marketing tools and digital technology available in the branch to present product offers and financial solutions to existing and potential clients (e.g. sales wall, tablet, smart phone, workbench, iPads, etc.) + Connect clients to the appropriate partners as necessary (e.g. leverage video conference for FA, mortgage specialist, etc.) + Take full ownership of clients' problems to resolve client complaints/issues promptly and effectively to ensure complete client satisfaction with resolution + Recognize transaction needs of clients, direct them to the alternative self-service channels and provide assistance with self-service as needed + Educate clients on self-service capabilities and encourage use of digital service channels (e.g. Online, Mobile, ATM, TCR, Teller Assist Unit, if applicable, etc.) + Exercises ownership and ensure all follow-up items are complete or handled off to the appropriate individual(s) and work harmoniously with multiple team members + Engage the Citi client by welcoming them with a warm friendly smile, pleasant demeanor, using the client name, whenever possible, and thanking them for doing business with Citi + Executes financial transactions in accordance with bank policies and procedures while maintaining an acceptable record in daily drawer balancing + Listens carefully to the client and willingly assists with any questions or problems the client has + Makes sure all needs are met before concluding the transaction, making the client feel his/her time is being valued without being rushed + Shows initiative, empathy and proactively prevents and handles problems with clients while assisting other tellers as well + Create a warm, welcoming and friendly environment for customers and employees by foster teamwork in the branch to ensure a positive overall customer experience. + Effectively executes all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen client relationships + Adheres to and comply with Citibank policies, standards, operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets **Qualifications:** + 1-3 years relevant experience + Required Skills: + Experience with face-to-face customer service, digital engagement and basic sales/referrals + Open, client service orientation and desire to help customers is required + Sales experience desired + Excellent verbal and written communication skills + Analytical and problem solving skills + Basic computer and digital tools skills + Preferred Skills: Retail experience **Education:** + High School diploma or equivalent ------------------------------------------------------ **Job Family Group:** Customer Service ------------------------------------------------------ **Job Family:** Branch Service ------------------------------------------------------ **Time Type:** Part time ------------------------------------------------------ **Primary Location:** Hemet California United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $44,170.00 - $57,630.00 Salary shown is for full-time positions and will be prorated for part-time hires based on number of hours worked. **The hourly rate corresponding to the annual range is:** $21.23 - $27.70 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Anticipated Posting Close Date:** Mar 28, 2025 ------------------------------------------------------ Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review **Accessibility at Citi (***************************************************************************** . View the "EEO is the Law (************************************************************************************* " poster. View the EEO is the Law Supplement (************************************************************************************************************************** . View the EEO Policy Statement (************************************************************** . View the Pay Transparency Posting (*********************************************************************************************** Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Mandarin/Cantonese Speaking Universal Banker The Universal Banker plays a key role in delivering exceptional customer service while handling a wide range of banking transactions and financial solutions. This position requires fluency in Mandarin or Cantonese to effectively serve a diverse customer base. The ideal candidate will provide assistance with deposits, loans, account services, and financial products while building strong client relationships. Key Responsibilities: ✅ Customer Service & Sales Greet and assist customers with their banking needs in Mandarin or Cantonese and English. Provide personalized financial solutions by identifying customer needs and recommending suitable banking products. Educate customers on digital banking tools and services. Cross-sell and upsell products such as credit cards, loans, and investment solutions. ✅ Banking Transactions & Operations Process deposits, withdrawals, transfers, and other financial transactions efficiently. Open new accounts, including checking, savings, CDs, and IRAs. Assist with loan applications and provide basic lending guidance. Ensure compliance with all bank policies and procedures, including regulatory requirements. ✅ Relationship Building & Community Engagement Build lasting relationships with customers and provide proactive financial guidance. Engage with the Mandarin/Cantonese-speaking community to promote banking services and financial literacy. Participate in local networking and outreach events to develop new business opportunities. ✅ Risk & Compliance Maintain accuracy and security in handling customer transactions and sensitive information. Follow anti-money laundering (AML) and Know Your Customer (KYC) procedures. Resolve customer issues and escalate concerns as needed. Qualifications & Skills: Fluency in Mandarin or Cantonese (spoken and written) required. Bachelor's degree in Business, Finance, or a related field preferred. 1+ years of experience in banking, financial services, or retail sales. Strong customer service, communication, and problem-solving skills. Ability to multitask and work in a fast-paced environment. Proficiency in Microsoft Office and banking software. Work Environment: In-branch position with occasional community outreach activities. Flexible work hours, including weekends, based on branch needs. Compensation & Benefits: Competitive base salary plus performance-based incentives. Health, dental, and vision insurance. 401(k) plan with company match. Paid time off and professional development opportunities. Desired Skills and Experience The Universal Banker plays a key role in delivering exceptional customer service while handling a wide range of banking transactions and financial solutions. This position requires fluency in Mandarin or Cantonese to effectively serve a diverse customer base. The ideal candidate will provide assistance with deposits, loans, account services, and financial products while building strong client relationships. All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for a Client Service Associate (Teller) to provide top-notch customer service to our clients and customers at our La Mesa Beach, CA branch. 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! Essential Functions: * Responsible for accurately processing debit and credit transactions in compliance with established policies and procedures, while maintaining an acceptable balancing record. * Identifies and addresses clients' needs by providing a variety of services which may include opening new accounts, issuing counter checks, performing account maintenance, issuing/activation ATM cards, performing money transfers, ordering checks, receiving loan payments, etc. * Resolve clients' problems either through direct personal action or referral to alternative branch or bank resources. * Identifies and maximizes cross-sell bank opportunities through exploring needs. * Other duties as assigned. Schedule: Monday - Friday, 8:15 am - 5:15pm Qualifications: * Requires High School Diploma or equivalent and some cashiering, customer service, balancing or other related experience. * Basic knowledge of math, cashiering, balancing, debits, credits, bank products and/or banking. * Must have solid balancing and customer service skills. * Ability to cross-sell bank products based on clients' needs. Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts * Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits, including coaching and therapy sessions * Tuition Reimbursement for qualifying employees * Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $20 - $22 hourly depending on job-related factors such as level of experience.

Under the general supervision of the Branch Manager, the Member Services Officer 2 is responsible for performing a wide range of banking transactions, assisting Credit Union members with their banking needs and effectively cross-selling products, services, and solutions. Opens new memberships, prepares, and processes advanced financial transactions, and assists in branch training of new employees. Promotes and maintains a positive image of the Credit Union. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all functions, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs. Opens new membership and share accounts and closes all accounts. Provides services to members by performing basic banking transactions such as deposits, withdrawals, transfers, and loan payments as directed by the Office Procedures Manual (OPM). Prepares and processes transaction requests by telephone and mail. Prepares authorized account charges. Prepares and processes stop payments/revoke authorizations, check orders, bank wires, money orders, and other services. Proactively responds to members' inquiries and requests using product knowledge. Approves transactions within authorized limits. Actively explains, promotes and cross-sells Credit Union services, products, programs, and investment opportunities. Assists members in completing forms and documents. Resolves errors and member concerns in a timely manner. Balances cash and coin accurately and maintains appropriate cash levels. Assists in the training of new employees in the branch. Remains current on knowledge of Credit Union policies, procedures, and services. Performs duties as assigned by management and may be assigned to work at any branch QUALIFICATIONS The requirements listed below are representative of the knowledge, skill, and/or ability required. Education and Experience Minimum one year of customer service and/or cash handling experience in a retail or banking environment. Certificates, Licenses and Registrations None. Knowledge Within six months of employment: Successful completion of core competencies certification. Knowledge of branch operational activities and basic understanding of lending practices and policies. Successful completion of Member Services Officer Level 2 certification. Other Skills and Abilities Successful completion of pre-employment testing. Operates a variety of office equipment and machines. Ability to travel, attend, and participate in training and meetings at various locations. AFFIRMATIVE ACTION/EEO STATEMENT: CoastHills is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law. For our EEO Policy Statement, please click here. If you'd like more information on your EEO rights under the law, please click here.

The customer service representative will be responsible for answering client inquiries, provide product information, and help the customer by being informative, empathetic, and eager to quickly solve a customer's problem. Must be willing to listen, learn, and resolve any customer inquiry. Customer Service Job Duties and Responsibilities Excellent customer care and focus; ability to assess customers' needs and provide the correct answer, path, troubleshooting, or method for a positive customer experience Answer and manage incoming calls, emails, chats, and/or interactive voice response systems Ability to learn and follow all customer service procedures and policies Strive to meet and go above personal and team target goals Record, organize and file customer interactions and account changes Able to up-sell if needed Able to schedule call back and appoints to resolve customer needs Customer Service Job Requirements and Qualifications Previous experience in customer support, client services, sales, or a related field Excellent at communicating over the phone and other communication platforms Basic computer skills and experience Able to multitask Excellent time management and prioritization skills Ability to listen actively, relay information, and answer questions and/or concerns. Customer-focused for positive customer experience and resolution MUST RESIDE IN CALIFORNIA Benefits Health Insurance (dental and vision included) Excellent retirement plan Tremendous upward mobility into other positions and management Flexible hours Remote Position(s) available (work from home)

California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE (brief statement of the core job responsibilities to be accomplished): This position is accountable for providing exceptional service with a focus on processing transactions, member requests and referring financial products and services. Adheres to the credit union's policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES (reporting structure): • This position reports directly to the Branch Supervisor or Assistant Branch Manager. No employees report directly to this position. NATURE & SCOPE: (daily, weekly, monthly, and yearly tasks, duties and responsibilities): • Processes member transactions. Performs account file maintenance and handles member issues. • Identifies cross-selling opportunities, referring members to Personal Financial Representatives. • Meets/exceeds established monthly/annual sales and service goals. • Maintains a thorough knowledge of all products and services, policies and procedures. • Follows quality service standards to ensure exceptional quality service is provided. • Ensures compliance with daily cash drawer balancing and limits. • Identifies questionable or suspicious transaction activity, reporting it to management in order to protect the credit union from potential losses. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union. • May serve as back-up to Personal Financial Assistant. • Assists with branch balancing, opening and closing procedures, scanning checks, night depository processing, ATM processes, certifications and other side jobs as assigned. • Shared Branches - Knowledgeable on all FSCC Policies and Procedures that are unique to a Service Center environment. This includes transaction processing and limitations, hold requirements, service standards and restrictions, and boundaries for promoting products and service to guest-members. • Performs other relevant duties as required. EDUCATION, SKILLS, & ABILITIES (qualifications and experience required for this position): The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. 5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. 6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. 8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities • A high school diploma or equivalent is desired. o Teller I: Previous sales, member service, and cash handling experience in a financial institution is preferred o Teller II: 1 year experience in a financial institution as a teller plus proven successful performance in sales, member service and cash handling o Teller III: 3 years experience in a financial institution as a teller plus proven successful performance in sales, member service and cash handling • Excellent communication skills; sound judgment and attention to detail.