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Robert Half Bank Teller in Los Altos, California

Description

Position Overview:

We are seeking a dedicated and customer-focused individual to join our team as a Bank Teller / Member Services Representative. This role is pivotal in delivering exceptional service to our clients while performing a variety of financial transactions accurately and efficiently.

Key Responsibilities:

  • Provide exceptional customer service to clients by promptly and courteously addressing their inquiries, concerns, and transactional needs.

  • Process a variety of financial transactions, including deposits, withdrawals, transfers, and loan payments, accurately and efficiently.

  • Educate clients on various banking products and services, assisting them in selecting the appropriate solutions to meet their financial goals.

  • Handle cash transactions with precision, ensuring compliance with banking regulations and security procedures.

  • Balance cash drawers and reconcile transactions at the end of each shift to maintain accuracy and accountability.

  • Promote and cross-sell bank products and services to meet established goals and enhance the overall customer relationship.

  • Assist clients with account inquiries, account maintenance, and online banking services.

  • Adhere to all regulatory requirements, policies, and procedures to ensure compliance and mitigate risk.

    Requirements

Qualifications: • High school diploma or general education degree (GED) • Minimum of one year of related experience • Cash handling, customer service, and new account experience preferred • Knowledge of Microsoft Word and Excel preferred • Effective communication skills in presenting information in one-on-one and small group situations to customers and other employees of the organization • Displays a customer focused attitude with the ability to engage customers, build personal connections, and exhibit professionalism.

Qualifications:

  • High school diploma or equivalent; associate's or bachelor’s degree in finance, business, or related field preferred.

  • Prior experience in customer service, preferably in a banking or financial services environment.

  • Strong interpersonal and communication skills, with a friendly and professional demeanor.

  • Ability to work efficiently in a fast-paced environment while maintaining attention to detail.

  • Basic math skills and proficiency in handling cash accurately.

  • Familiarity with banking software and technology, including online banking platforms.

  • Commitment to upholding ethical standards and maintaining client confidentiality.

  • Flexibility to work a varied schedule, including weekends and evenings, as needed.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .

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