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(Bank Teller) Client Services Specialist

Plumas Bank
Truckee, CA Full Time
POSTED ON 1/17/2025
AVAILABLE BEFORE 3/17/2025

Looking for a career opportunity with growth potential? Plumas Bank seeks a Client Services Specialist to work 40 hr/wk in our Truckee branch. Must possess strong communication, interpersonal, and problem solving skills. 2 or more years prior banking/sales and cash handling experience required. Must have excellent customer service, phone and computer skills with Excel and Word knowledge. Ability to work in a team environment and establish and maintain customer relationships. Salary range for this position is $18.00/hr to $30.00/hr DOE.

Overview Under direct supervision, the Client Services Specialist position requires a helpful, "people-focused" individual that is very careful with adherence to well-defined work where repeatable results are needed. The work is highly precise in nature and requires a very strong attention to detail which calls for working at a steady, even pace. It is vital for the work output to be very high quality with correct results time and time again; checking and double-checking is often necessary. Individuals performing the job must be patient and conscientious. Interacting with customers requires a professional, formal manner where the focus is on completing the task pleasantly and correctly. An individual must possess the ability to discuss with the customer the various products and services Plumas Bank has to offer.

Contact Information Apply for the Client Services Specialist job at www.plumasbank.com then click the link to Career Opportunities.

Essential Job Functions

  • Process deposits, withdrawals, payments, check cashing, exchange negotiable instruments and all other related transactions following bank policy and procedure within assigned employee limits;
  • Balance and manage individual cash drawer limits following bank policy and procedure within assigned employee limits;
  • Cultivate customer retention by conducting assigned touch calls to promote customer care, discuss strategies and cross-sell products helpful to the customers’ needs. Use product knowledge to educate customers on issues such as fraud, cam alerts, prism alerts, account fees and any changes that may impact customers;
  • Utilize the knowledge of the banks’ products and services to recognize if the current product or service is the best fit for the customer. Be able to refer customers to the appropriate staff members, if necessary, or help customers with questions and concerns regarding ATM cards, ATM transactions, checkbook balancing, stop payments, account fees, foreign currency, check adjustments, account types and documentation;
  • Assist staff members with maintaining branch retention;
  • Assist customers with opening new accounts, account questions and supercedes by following banking regulations with bank policy and procedure for example: trust accounts, all business account types, etc.
  • Perform additional duties as assigned.

Required Qualifications and Skills

  • Minimum 2 years experience in Retail or Customer Service. Cash handling experience preferred.
  • Must have excellent customer service and phone skills, good computer skills w/Excel & Word knowledge.
  • Must possess strong communication, interpersonal, and problem solving skills.

Benefits

  • 401(k) Savings Plan
  • Discounts on Banking Services
  • Dental Insurance
  • Educational Financial Assistance
  • Health Insurance
  • Holidays
  • Life Insurance
  • Long-Term Disability
  • Medical Insurance
  • Sick Leave Benefits
  • Vacation Benefits
  • Vision Care Insurance

Disclaimer All offers for employment with Plumas Bank are contingent upon the satisfactory completion of the employment screening activities including a criminal history check, employment verification, and/or credit check. Equal Opportunity Employer/Veterans/Disabled

Job Type: Full-time

Pay: $18.00 - $30.00 per hour

Expected hours: 40 per week

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance

Schedule:

  • Monday to Friday

Work Location: In person

Salary : $18 - $30

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