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Finance
Teller
San Gabriel, CA

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Pacific Alliance Bank

Bank Teller/Customer Service Representative

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Job Description

Overview The Bank Teller position (Client Service Representative) serves as a first point of contact for customers to Pacific Alliance Bank excellence, processing transactions under bank policies and procedures, assisting with customer inquiries, and recognizing/referring cross-sell opportunities. Provide basic teller services and build customer loyalty through courtesy and friendliness, including addressing each customer by name, Identify customer needs and cross sell the appropriate products and services.
Responsibilities:
  • Assist customers with transactional needs according to established guidelines, brand model and service standards, including answering basic customer inquiries regarding account balances, transaction history, service charges, interest rates, etc.
  • Ensure the CIP are in compliance with
BSA & AML
policy.
  • Maintain daily operational standards, including but not limited to cash drawer security, daily balance of cash drawer, item capture procedures, counterfeit currency identification, count and roll coins, balance ATM, and adequate supplies in teller station.
  • Knowledge of products and services and educate customers on emerging bank technology and digital solutions such as mobile, online, ATM and other offerings.
  • Protect the bank from unnecessary risk or exposure by being familiar with bank procedures and confidentiality guidelines, including but not limited to currency transaction reports, suspicious activity reports, Regulation CC holds and documentation, robbery procedures, etc.
  • Adherence to internal controls, operational procedures, and risk management policies. Adhere to security protocols for robbery, fraud, opening/closing process, cash controls, and teller procedures.
  • Regular and reliable attendance.
  • Assures compliance with all Bank policies and procedures, and all applicable state and federal banking regulations.
  • Performs other duties and responsibilities as assigned.
  • Comply with all applicable bank policies and procedures as well as governing laws and regulations.
This includes but is not limited to: Performing all assigned duties under bank's compliance programs and related laws and regulations. Successfully completing all mandatory training on related bank's and BSA compliances as well as other laws and regulations as assigned in a timely manner.
Competencies:
  • Excellent written and verbal communication skills (proficient with MS Office).
  • Excellent interpersonal skills.
  • Excellent customer service skills.
Confident and at ease when working with customers.
Knowledge, Skill & Other Requirements:
  • 2-3 years of related experience preferred.
  • Some college education preferred.
  • Bilingual Chinese Preferred Join us as we strive to deliver outstanding service while building lasting relationships with our customers!
Pay:
$20.00 - $23.00 per hour
Work Location:
In person