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Banker, Bank Customer Service

Job in San Diego, San Diego County, California, 92189, USA
Listing for: Kavaliro
Full Time position
Listed on 2026-02-01
Job specializations:
  • Finance & Banking
    Bank Customer Service, Banking & Finance
  • Customer Service/HelpDesk
    Bank Customer Service, Banking & Finance
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below

Our client is seeking a Banker for a direct hire opportunity. Depending on experience, you could be the next Client Service Representative II, III, or Senior level Client Service Representative. Please see below for more details and we look forward to connecting with you! Apply today!

Senior New Accounts/CSR III

The position requires knowledge and skill in opening new consumer and complex business accounts. Responsibilities include processing all new account transactions, assisting clients in selecting various accounts and financial services, actively cross‑selling the Bank’s products and services, maintaining and closing all account types, performing branch clerical duties, promoting business by maintaining good client relations and referring clients to appropriate staff and partners for new services, and ensuring compliance with all Bank policies, procedures and applicable state and federal banking regulations.

New

Accounts/CSR III

The position requires knowledge and skill in opening new consumer and basic business accounts. Responsibilities include processing all new account transactions, assisting clients in selecting various accounts and financial services, actively cross‑selling the Bank’s products and services, maintaining and closing all account types, performing branch clerical duties, promoting business by maintaining good client relations and referring clients to appropriate staff and partners for new services;

supervising authority is not present; and ensuring compliance with all Bank policies, procedures and applicable state and federal banking regulations.

New Accounts/CSR II

The position requires knowledge and skill in opening new consumer accounts. Responsibilities include processing all new account transactions, assisting clients in selecting various accounts and financial services, actively cross‑selling the Bank’s products and services, maintaining and closing all account types, performing branch clerical duties, promoting business by maintaining good client relations and referring clients to appropriate staff and partners for new services;

supervisory authority is not present; and ensuring compliance with all Bank policies, procedures and applicable state and federal banking regulations.

Qualifications Senior New Accounts/CSR III
  • Minimum of three years banking teller experience required.
  • Advanced experience with opening consumer accounts and complex business accounts required.
  • Prior supervisory experience preferred.
  • Minimum of three years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative and positive manner.
  • Strong knowledge of basic banking regulations such as BSA and Information Security.
  • Excellent judgment, ability to accept responsibility and handle confidential information.
  • Proficiency in using Word, Excel, Outlook applications and banking programs.
New Accounts/CSR III
  • Minimum of two years banking teller experience required.
  • Experience with opening consumer accounts and basic business accounts required.
  • Minimum of two years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner.
  • Working knowledge of basic banking regulations such as BSA and Information Security.
  • Excellent judgment, ability to accept responsibility and handle confidential information.
  • Proficiency in using Word, Excel, Outlook applications and banking programs.
New Accounts/CSR II
  • Minimum of one year of banking teller experience required.
  • Beginner experience with opening consumer accounts required.
  • Beginner experience opening basic business accounts preferred.
  • Minimum of one year of strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner.
  • Excellent judgment, ability to accept responsibility and handle confidential information.
  • Proficiency in using Word, Excel, Outlook applications and banking programs.
Responsibilities (combined)
  • Effectively interview and profile customers to recommend appropriate banking products and services.
  • Actively take advantage of all sales opportunities,…
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