Beal Bank USA
Retail Banking Specialist (for Monet Bank)
Beal Bank USA, Walnut Creek, California, United States, 94598
Retail Banking Specialist (for Monet Bank)
Base pay range
$50,000.00/yr - $60,000.00/yr
Come join our thriving retail banking team and bring your passion for great customer service! Retail Banking Specialists are part of a small, vital, hands‑on team who provide exceptional frontline service and support to our current and prospective customers. In this essential role for Monet Bank (operating under the Beal Bank Texas charter), you will ensure all bank policies, procedures and regulatory compliance are adhered to on a daily basis through effective communications, strong product knowledge and a friendly, responsive approach. Rather than focus on sales goals, the Bank is known for our competitive rates, secure growth and great service. This position is based at Monet Bank’s Walnut Creek, CA location with working hours from 8am to 5pm Monday through Friday.
Essential Job Duties & Responsibilities
Process a variety of customer transactions accurately and efficiently in accordance with bank policies, procedures and regulations, including the opening, servicing and closing of all account products (CDs, Money Market, Statement Savings and Retirement Accounts)
Required participation in Community Reinvestment Act (CRA) activities by volunteering during business hours with qualifying organizations, ensuring all mandatory monthly metrics for the branch are met
Conduct teller transactions such as cashing checks, processing deposits and withdrawals, issuing Monetary Instruments, placing stop payments, etc.
Enhance the overall customer satisfaction and the professional reputation of the Bank by warmly greeting, engaging and developing good professional relationships with customers
Perform opening, closing and other branch duties
Balance cash drawer and assist with cash vault balancing
Open and process incoming mail
Complete logs, reports and control checks while maintaining a neat and organized work area
Answer incoming phone calls, address customer questions and concerns and elevate any problems or disputes to appropriate internal resources for resolution
Image documents and perform quality control checks
Practice branch security procedures and protect customer confidentiality and privacy
Qualifications
Prior experience as a teller or new account representative preferred
Minimum 2-4 years customer service experience
High School diploma or equivalent required
Professional appearance and demeanor
Proficiency with 10 key touch, Microsoft Office and knowledge of or the ability to quickly learn banking software applications
Demonstrated good attendance and punctuality
Strong attention to detail with high concern for data accuracy
Customer service orientation with effective problem‑solving and ability to maintain composure and a positive attitude when interacting with customers and team members
Outstanding listening and interpersonal communication skills, both written and verbal
Knowledge of or ability to quickly learn banking products, services, policies, procedures and regulatory guidelines
Critical thinking and decision‑making skills
Excellent organizational skills with proven ability to prioritize and manage multiple projects in a fast‑paced environment
Self‑motivated
Overnight and out of town travel is possible on occasion
Benefits options include
Medical, dental and vision coverage
401K with company match
11 paid holidays
Accrue up to 17 vacation/sick days per year in your first year on a pro‑rate basis
Applicant may be eligible for annual discretionary bonus
No relocation assistance provided.
If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you.
Seniority Level Entry level
Employment Type Full‑time
Job Function Finance and Sales
Industries Banking
Monet Bank and their affiliates are Equal Opportunity Employers. Monet Bank and their affiliates do not discriminate against any candidate or employee on the basis of race, national origin, color, genetics, sex, marital status, sexual orientation, gender identity, age, disability, pregnancy, religion or religious affiliation, veteran or service member status, or any other characteristic protected by federal, state or local laws.
All applicants have rights under federal employment laws. To view your rights and government notices on the Family Medical Leave Act (FMLA), the Equal Employment Opportunity (EEO) and the Employee Polygraph Projection Act (EPPA), please see the following Department of Labor links: FMLA EEO EPPA.
Notice to California Residents: Monet Bank and their affiliates may collect personal information about you as part of the job application or employment process. Please see the California Privacy Rights Act Policies at CPRA Policy , CPRA Policy | CLMG Corp , CPRA | CSG Investments CPRA Policy | for details.
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Come join our thriving retail banking team and bring your passion for great customer service! Retail Banking Specialists are part of a small, vital, hands‑on team who provide exceptional frontline service and support to our current and prospective customers. In this essential role for Monet Bank (operating under the Beal Bank Texas charter), you will ensure all bank policies, procedures and regulatory compliance are adhered to on a daily basis through effective communications, strong product knowledge and a friendly, responsive approach. Rather than focus on sales goals, the Bank is known for our competitive rates, secure growth and great service. This position is based at Monet Bank’s Walnut Creek, CA location with working hours from 8am to 5pm Monday through Friday.
Essential Job Duties & Responsibilities
Process a variety of customer transactions accurately and efficiently in accordance with bank policies, procedures and regulations, including the opening, servicing and closing of all account products (CDs, Money Market, Statement Savings and Retirement Accounts)
Required participation in Community Reinvestment Act (CRA) activities by volunteering during business hours with qualifying organizations, ensuring all mandatory monthly metrics for the branch are met
Conduct teller transactions such as cashing checks, processing deposits and withdrawals, issuing Monetary Instruments, placing stop payments, etc.
Enhance the overall customer satisfaction and the professional reputation of the Bank by warmly greeting, engaging and developing good professional relationships with customers
Perform opening, closing and other branch duties
Balance cash drawer and assist with cash vault balancing
Open and process incoming mail
Complete logs, reports and control checks while maintaining a neat and organized work area
Answer incoming phone calls, address customer questions and concerns and elevate any problems or disputes to appropriate internal resources for resolution
Image documents and perform quality control checks
Practice branch security procedures and protect customer confidentiality and privacy
Qualifications
Prior experience as a teller or new account representative preferred
Minimum 2-4 years customer service experience
High School diploma or equivalent required
Professional appearance and demeanor
Proficiency with 10 key touch, Microsoft Office and knowledge of or the ability to quickly learn banking software applications
Demonstrated good attendance and punctuality
Strong attention to detail with high concern for data accuracy
Customer service orientation with effective problem‑solving and ability to maintain composure and a positive attitude when interacting with customers and team members
Outstanding listening and interpersonal communication skills, both written and verbal
Knowledge of or ability to quickly learn banking products, services, policies, procedures and regulatory guidelines
Critical thinking and decision‑making skills
Excellent organizational skills with proven ability to prioritize and manage multiple projects in a fast‑paced environment
Self‑motivated
Overnight and out of town travel is possible on occasion
Benefits options include
Medical, dental and vision coverage
401K with company match
11 paid holidays
Accrue up to 17 vacation/sick days per year in your first year on a pro‑rate basis
Applicant may be eligible for annual discretionary bonus
No relocation assistance provided.
If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you.
Seniority Level Entry level
Employment Type Full‑time
Job Function Finance and Sales
Industries Banking
Monet Bank and their affiliates are Equal Opportunity Employers. Monet Bank and their affiliates do not discriminate against any candidate or employee on the basis of race, national origin, color, genetics, sex, marital status, sexual orientation, gender identity, age, disability, pregnancy, religion or religious affiliation, veteran or service member status, or any other characteristic protected by federal, state or local laws.
All applicants have rights under federal employment laws. To view your rights and government notices on the Family Medical Leave Act (FMLA), the Equal Employment Opportunity (EEO) and the Employee Polygraph Projection Act (EPPA), please see the following Department of Labor links: FMLA EEO EPPA.
Notice to California Residents: Monet Bank and their affiliates may collect personal information about you as part of the job application or employment process. Please see the California Privacy Rights Act Policies at CPRA Policy , CPRA Policy | CLMG Corp , CPRA | CSG Investments CPRA Policy | for details.
#J-18808-Ljbffr