Banker
We are seeking an experienced Banker for a direct hire opportunity in La Jolla, CA. This role is ideal for a banking professional with hands-on account-opening experience who enjoys building client relationships, identifying financial needs, and recommending products that support customers’ goals. As a Banker, you will work closely with consumer and business clients while supporting daily branch operations. This opportunity offers a professional, client-focused environment where strong service, teamwork, accuracy, and compliance are valued. The right candidate will thrive in a supportive branch setting with leadership that encourages relationship-building, career growth, and high-quality customer experiences.
Responsibilities
- Open and manage consumer and business accounts, including checking, savings, CDs, IRAs, Trusts, and Estate accounts.
- Provide consultative financial solutions by actively listening to client needs and recommending appropriate banking products.
- Support teller transactions as needed while maintaining accuracy, professionalism, and compliance.
- Respond to client inquiries efficiently and deliver a high level of customer service.
- Identify opportunities to support branch growth through new business development and relationship-building.
- Maintain compliance with internal policies and banking regulations, including BSA requirements.
Qualifications and Skills
- 2+ years of banking teller experience.
- Experience opening consumer accounts and basic business accounts.
- Knowledge of BSA requirements, account titling, and standard banking procedures.
- Proficiency with Microsoft Word, Excel, Outlook, and banking systems.
- Strong customer service, communication, and relationship-building skills.
- Sound judgment with the ability to handle confidential client information professionally.
- Experience with CDs, IRAs, Trust accounts, and business account servicing.
- Prior experience supporting branch sales goals, client referrals, or cross-selling banking products.
- Familiarity with community banking or relationship-based branch environments.
Additional Skills
- 2+ years of banking teller experience. - Experience opening consumer accounts and basic business accounts. - Knowledge of BSA requirements, account titling, and standard banking procedures. - Experience with CDs, IRAs, Trust accounts, and business account servicing. - Prior experience supporting branch sales goals, client referrals, or cross-selling banking products. - Familiarity with community banking or relationship-based branch environments.
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