Retail Banking Specialist II

Job Description

Job Description

Retail Banking Specialist II

Summary :

Come join our thriving retail banking team and bring your passion as a seasoned Retail Banking Specialist II. You will be 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 the Walnut Creek location with working hours from 8am to 5pm Monday through Friday.

Essential Job Duties & Responsibilities (Include but are not limited to) :

• 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 escalate any problems or disputes to appropriate internal resources for resolution
• Image documents and performing quality control checks
• Practice branch security procedures and protect customer confidentiality and privacy

Qualifications (Education, Experience, Computer Skills, Certifications, Etc.) :

Benefits options include :

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.

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.